Latest News & Analysis

Playbook | Beauty Retail in the Age of Connected Commerce
As beauty shoppers move fluidly between screens, stores, and AI-powered search, the brands pulling ahead are the ones connecting the dots — across data, channels and the full customer journey. This playbook explores how to implement this connected strategy.

Playbook | Beauty Retail in the Age of Connected Commerce
As beauty shoppers move fluidly between screens, stores, and AI-powered search, the brands pulling ahead are the ones connecting the dots — across data, channels and the full customer journey. This playbook explores how to implement this connected strategy.

US Finalises Tariff Refunds of $35.5 Billion
US Customs and Border Protection validated over 80,000 applications for refunds covering an undisclosed number of shipments or entries.

US Finalises Tariff Refunds of $35.5 Billion
US Customs and Border Protection validated over 80,000 applications for refunds covering an undisclosed number of shipments or entries.

Under Armour Sees Another Weak Year as North America Struggles, Shares Slump
Founder Kevin Plank, who returned as CEO in 2024, outlined a plan that involved reducing about a fourth of the company's product lines and shifting to higher-priced items in sports categories.

Under Armour Sees Another Weak Year as North America Struggles, Shares Slump
Founder Kevin Plank, who returned as CEO in 2024, outlined a plan that involved reducing about a fourth of the company's product lines and shifting to higher-priced items in sports categories.

The BoF Podcast | Inside Saks Global’s Four-Month Bankruptcy Sprint
Saks Global CEO Geoffroy van Raemdonck joins Imran Amed and Cathaleen Chen to explain how he is steering the retailer through bankruptcy in record time — and why he’s betting on the resilience of the American luxury customer to fuel what comes next.

The BoF Podcast | Inside Saks Global’s Four-Month Bankruptcy Sprint
Saks Global CEO Geoffroy van Raemdonck joins Imran Amed and Cathaleen Chen to explain how he is steering the retailer through bankruptcy in record time — and why he’s betting on the resilience of the American luxury customer to fuel what comes next.

Swatch Quashes Activist Attempt to Shake Up Hayek Stronghold
The Hayek family blocked Steven Wood’s second bid for a seat on the watchmaker’s board of directors with their 44 percent voting rights and three board seats, maintaining their tight control of the company.

Swatch Quashes Activist Attempt to Shake Up Hayek Stronghold
The Hayek family blocked Steven Wood’s second bid for a seat on the watchmaker’s board of directors with their 44 percent voting rights and three board seats, maintaining their tight control of the company.

EBay Spurns GameStop’s Offer as Not Credible or Attractive
The rejection leaves GameStop CEO Ryan Cohen with the option to try to pursue a proxy fight to replace eBay board members, which could take more than a year.

EBay Spurns GameStop’s Offer as Not Credible or Attractive
The rejection leaves GameStop CEO Ryan Cohen with the option to try to pursue a proxy fight to replace eBay board members, which could take more than a year.

Why Nike’s SNKRS App Isn’t Going Anywhere
Rumblings of the dissolution of Nike’s SNKRS app popped up over the weekend following layoffs at the brand, but you shouldn’t bet on it going anywhere.

Why Nike’s SNKRS App Isn’t Going Anywhere
Rumblings of the dissolution of Nike’s SNKRS app popped up over the weekend following layoffs at the brand, but you shouldn’t bet on it going anywhere.

US Inflation Accelerates as Gas, Rent and Food Prices Climb
The consumer price index rose 3.8 percent from a year earlier, exceeding wage growth and increasing the strain on US shoppers.

US Inflation Accelerates as Gas, Rent and Food Prices Climb
The consumer price index rose 3.8 percent from a year earlier, exceeding wage growth and increasing the strain on US shoppers.

Ouai Names Susan Kim CEO
Kim joins Jen Atkin’s hair-care label from Kopari; Atkin will remain in her role as chief creative officer.

Ouai Names Susan Kim CEO
Kim joins Jen Atkin’s hair-care label from Kopari; Atkin will remain in her role as chief creative officer.

Shiseido’s Quarterly Results Pressured By Geopolitical Risks
Japan’s largest beauty conglomerate is looking to potentially swap out oil-based inputs for plant-derived materials as the Middle East conflict upends its supply chain.

Shiseido’s Quarterly Results Pressured By Geopolitical Risks
Japan’s largest beauty conglomerate is looking to potentially swap out oil-based inputs for plant-derived materials as the Middle East conflict upends its supply chain.

Hims & Hers Misses Estimates as Strategy Shift Hits Sales
The US telehealth company posted a surprise loss on Monday, as a shift toward branded GLP-1 weight-loss drugs pressured its margins and domestic sales.

Hims & Hers Misses Estimates as Strategy Shift Hits Sales
The US telehealth company posted a surprise loss on Monday, as a shift toward branded GLP-1 weight-loss drugs pressured its margins and domestic sales.

On Lifts Outlook as Buyers Snap Up Cloudtilt Shoes
On Holding AG raised its profit outlook after a robust start to the year that saw consumers snap up the Swiss brand’s growing range of apparel and new sneakers.

On Lifts Outlook as Buyers Snap Up Cloudtilt Shoes
On Holding AG raised its profit outlook after a robust start to the year that saw consumers snap up the Swiss brand’s growing range of apparel and new sneakers.