Latest News & Analysis

Colgate-Palmolive Sales Rise, Announces Restructuring Plan
The personal care giant beat expectations and delineated steps taken to mitigate the effects of tariffs, and will embark on a five-year cost-cutting plan.

How to Win Friends and Influence Ulta
DIBS Beauty says it’ll be “the top-selling Ulta brand” in 2026, and that its new double-sided mascara is key to unlocking the number one spot. Is that even possible?

Watches of Switzerland Tumbles After Trump’s 39 percent Tariff Salvo
Shares in the retailer of Rolex and other Swiss timepieces fell as much as 6 percent, as Switzerland was hit with some of the highest duties globally.

China’s Fast-Fashion Capital Slows Down Under Trump’s Trade War
Garment factories in Guangzhou are struggling to manage a tempest of geopolitical and economic headwinds.

Relief in Southeast Asia As Trump’s Tariffs Level Playing Field
Major garment producers like Vietnam and Cambodia now face similar tariff rates of around 20 percent, lower than previously threatened.

End of US Parcel Tax Relief Threatens Ebay, Etsy Trade
The removal of the “de minimis” exemption for small parcels entering the US will raise the cost of international shipments for the secondhand and craft retail platforms.

Asia Factory Outlook at Lowest Since Pandemic on Trump Tariffs
Manufacturers in Southeast Asia are less optimistic about future growth, despite recent improvements in output, amid tariff uncertainty.

Are Luxury Brands Responsible for What Happens in Their Supply Chains?
An Italian union is seeking to hold Richemont legally accountable for alleged workers’ rights violations at a Montblanc supplier, as scandals linking brands like Dior, Armani, Valentino and Loro Piana to sweatshops draw more scrutiny to the sector’s sourcing practices.

Shein Revenue Neared $10 Billion in Quarter Before Tariffs
Shein Group Ltd.’s net income rose to over $400 million and revenue was almost $10 billion in the first quarter.

Ferragamo Launches Action Plan After H1 Loss
The Italian luxury group said it had put in place a plan to revive sales and relaunch its brand.

Kering’s New CEO De Meo to Receive €20 Million Sign-on Bonus, Filings Show
Kering is proposing a significant compensation package for its new CEO, Luca de Meo, while outgoing CEO Francois-Henri Pinault will take a pay cut.

India’s Garment and Jewellery Sectors Fear for US Orders After Tariff Shock
New US tariffs on Indian imports are expected to significantly impact India’s exporters, potentially leading to job cuts and a shift in orders to other countries like Vietnam.