Nivea Maker Beiersdorf Cuts Guidance for 2026, Citing Market Conditions
Beiersdorf trimmed its full-year guidance on Monday on slower-than-expected recovery at its core brand Nivea and other economic headwinds.
consumers
News & Analysis
The 10 Themes That Will Define the Fashion Agenda in the Year Ahead
From subdued consumer confidence to AI’s expanding role in business, The State of Fashion 2026 sets out the key challenges and opportunities shaping the industry in the year ahead.
The 10 Themes That Will Define the Fashion Agenda in the Year Ahead
From subdued consumer confidence to AI’s expanding role in business, The State of Fashion 2026 sets out the key challenges and opportunities shaping the industry in the year ahead.
China
China Unveils Initial $9 Billion in Consumer Subsidies for 2026
China will provide nearly $9 billion to subsidise its consumer goods trade-in drive next year, extending a stimulus program aimed at shoring up domestic demand and countering external headwinds.
China Unveils Initial $9 Billion in Consumer Subsidies for 2026
China will provide nearly $9 billion to subsidise its consumer goods trade-in drive next year, extending a stimulus program aimed at shoring up domestic demand and countering external headwinds.
Retail
Fast Fashion, Delivery Apps Tap India’s Next Billion Consumers
Cheap data, new logistics and mobile-first platforms are expanding consumption far beyond India’s urban elite.
Fast Fashion, Delivery Apps Tap India’s Next Billion Consumers
Cheap data, new logistics and mobile-first platforms are expanding consumption far beyond India’s urban elite.
Retail
Can the Multibrand Fiasco Be Salvaged in 2026?
Matches is plotting yet another reboot, Ssense has a restructuring lifeline and an interest payment looms for Saks. Together, they signal an industry in crisis, but hope springs eternal.
Can the Multibrand Fiasco Be Salvaged in 2026?
Matches is plotting yet another reboot, Ssense has a restructuring lifeline and an interest payment looms for Saks. Together, they signal an industry in crisis, but hope springs eternal.
Beauty
Beauty Brands Are Finding Their Next Customers on the Operating Table
As interest in surgical procedures and so-called “tweakments” builds, a new cottage industry is emerging. Brands are targeting patients looking to maximise, extend and protect the results.
Beauty Brands Are Finding Their Next Customers on the Operating Table
As interest in surgical procedures and so-called “tweakments” builds, a new cottage industry is emerging. Brands are targeting patients looking to maximise, extend and protect the results.
Sports
Nike’s China Conundrum Deepens as Turnaround Stagnates
In the Chinese market, the athletic brand is facing a sixth straight quarter of sales decline and mounting margin pain despite aggressive efforts to refresh product offerings.
Nike’s China Conundrum Deepens as Turnaround Stagnates
In the Chinese market, the athletic brand is facing a sixth straight quarter of sales decline and mounting margin pain despite aggressive efforts to refresh product offerings.
Retail
Retail Sales Unexpectedly Fall in UK in Run-Up to Christmas
Retail sales surprisingly dropped 0.1% in November, falling short of expected growth and showing a "weaker than usual" boost from the Black Friday sales event.
Retail Sales Unexpectedly Fall in UK in Run-Up to Christmas
Retail sales surprisingly dropped 0.1% in November, falling short of expected growth and showing a "weaker than usual" boost from the Black Friday sales event.
Marketing
How to Market a Hero Product
From J.Crew to Still Here, brands are leaning into hero product campaigns to capture customer attention. But balancing hero moments with broader brand storytelling remains key.
How to Market a Hero Product
From J.Crew to Still Here, brands are leaning into hero product campaigns to capture customer attention. But balancing hero moments with broader brand storytelling remains key.
Retail
Despite Tariffs, China Consumer Giants Push Into the US As Domestic Market Stalls
Brands like Urban Revivo and Pop Mart are expanding into the US retail market to seek higher margins and offset slower domestic spending.
Despite Tariffs, China Consumer Giants Push Into the US As Domestic Market Stalls
Brands like Urban Revivo and Pop Mart are expanding into the US retail market to seek higher margins and offset slower domestic spending.
Luxury
How Luxury Brands Aim to Keep the 2% Coming Back for More
Exclusive labels are lavishing top-spending clients with special events as luxury’s customer base shrinks.
How Luxury Brands Aim to Keep the 2% Coming Back for More
Exclusive labels are lavishing top-spending clients with special events as luxury’s customer base shrinks.
Technology
Generative AI Is Revolutionising Virtual Try-On. Will Shoppers Use It?
Open-sourced large language models have made it easier to create realistic images of online shoppers in outfits before they buy them. The next challenge is getting people to actually use the technology.
Generative AI Is Revolutionising Virtual Try-On. Will Shoppers Use It?
Open-sourced large language models have made it easier to create realistic images of online shoppers in outfits before they buy them. The next challenge is getting people to actually use the technology.
Beauty
Break Out Your Brushes, Eyeshadow Is Back
The sleepy category is waking up after years of ‘clean girl’ minimalism caused a sales slump.
Break Out Your Brushes, Eyeshadow Is Back
The sleepy category is waking up after years of ‘clean girl’ minimalism caused a sales slump.
The News in Brief
Soshe Launches at Ulta Beauty
The refillable clean makeup brand will enter the complexion category as it makes its debut across over 700 Ulta Beauty doors.
Shein Said to Weigh Cost Reset for Late Backers Before IPO
The retailer is considering lowering the investment cost for late backers who came in at a valuation of up to $64 billion as it prepares to list at a much lower value, people familiar with the matter said.
GLP-1 and Cosmeceutical Skincare Usage Spike Bathroom Mini Fridge Demand
As shoppers incorporate weight-loss drugs and more sophisticated skincare into their daily routines, a cottage industry is growing.
The Met’s Next Fashion Blockbuster Will Spotlight Galliano
The fashion icon, as famous for his singular talent as a scandal that cost him one of the industry’s top jobs, will become one of only three living designers to get a major solo exhibition at the museum.
Abbvie Earnings Beat Estimates as Botox Shows Signs of Revival
Abbvie reported second quarter profit and sales that topped expectations, driven by strong demand across its immunology and neuroscience franchises and further signs of a recovery in Botox.
Puma Results Show Progress on Turnaround
The German sports brand posted a narrower loss in the second quarter as it pushed ahead with an effort to restore growth next year.
DSM-Firmenich’s Fragrance-Led Core Profit Beat Sends Shares Higher
DSM-Firmenich beat market expectations for second-quarter core earnings, said full-year sales growth should reach the upper end of its target range on the back of broad-based volume growth.