Shopify Shares Soar as Revenue Outlook Beats Estimates
Shares surged after the company's third-quarter revenue outlook beat expectations, strengthening the view that it faces limited disruption from AI.
consumers
Retail
US Thanksgiving Online Sales Expected to Rise 6%
Despite tariff-induced uncertainty, Thanksgiving spending is predicted to reach $8.6 billion due to steep discounting.
US Thanksgiving Online Sales Expected to Rise 6%
Despite tariff-induced uncertainty, Thanksgiving spending is predicted to reach $8.6 billion due to steep discounting.
Beauty
Neck Anxiety Is Getting Younger
Younger people than ever are identifying their neck as a ‘problem area’. Beauty brands are rushing to cater to them before they decide to go under the knife.
Neck Anxiety Is Getting Younger
Younger people than ever are identifying their neck as a ‘problem area’. Beauty brands are rushing to cater to them before they decide to go under the knife.
Beauty
Inside the Playbook to Revive Filler Sales
Deflating demand for hyaluronic acid fillers is prompting major pharmaceutical providers to reverse their ailing reputation.
Inside the Playbook to Revive Filler Sales
Deflating demand for hyaluronic acid fillers is prompting major pharmaceutical providers to reverse their ailing reputation.
Luxury
How Beat-Up Bags Became a Luxury Status Symbol
Bumps and scratches on a Birkin bag or Cartier watch are no longer repellent for a rising group of fashion consumers — they actually make the item more desirable.
How Beat-Up Bags Became a Luxury Status Symbol
Bumps and scratches on a Birkin bag or Cartier watch are no longer repellent for a rising group of fashion consumers — they actually make the item more desirable.
Retail
Kohl’s, Abercrombie Surge as Retailers Buck Shopper Pullback
Retailers are reporting strong earnings as consumers continue to splurge on brands they like, even as they pull back elsewhere.
Kohl’s, Abercrombie Surge as Retailers Buck Shopper Pullback
Retailers are reporting strong earnings as consumers continue to splurge on brands they like, even as they pull back elsewhere.
Beauty
Black Friday Beauty Goes Beyond the Discount
This weekend beauty brands and retailers will need to use every tool at their disposal — from AI to TikTok Shop to BNPL — to get the biggest return.
Black Friday Beauty Goes Beyond the Discount
This weekend beauty brands and retailers will need to use every tool at their disposal — from AI to TikTok Shop to BNPL — to get the biggest return.
Marketing
Martha Stewart Is American Eagle’s Latest Bet Against Being Boring
The retailer’s holiday campaign, a follow-up to its viral, controversial hit featuring Sydney Sweeney, is its latest effort to maintain cultural momentum. “The enemy for retail is being boring,” said CMO Craig Brommers.
Martha Stewart Is American Eagle’s Latest Bet Against Being Boring
The retailer’s holiday campaign, a follow-up to its viral, controversial hit featuring Sydney Sweeney, is its latest effort to maintain cultural momentum. “The enemy for retail is being boring,” said CMO Craig Brommers.
Global Markets
Trump’s Tariffs Have Already Rewired the Global Fashion Industry
Brands and their suppliers have been forced to rapidly adjust to the new US duties, with the ripple effects set to continue into next year, according to the BoF-McKinsey State of Fashion 2026.
Trump’s Tariffs Have Already Rewired the Global Fashion Industry
Brands and their suppliers have been forced to rapidly adjust to the new US duties, with the ripple effects set to continue into next year, according to the BoF-McKinsey State of Fashion 2026.
Retail
US Retail Sales Are Proving Resilient While Risks Mount
US retail sales growth likely moderated a touch in September, capping an otherwise solid quarter of spending by consumers who are nonetheless frustrated by high prices and anxious about job security.
US Retail Sales Are Proving Resilient While Risks Mount
US retail sales growth likely moderated a touch in September, capping an otherwise solid quarter of spending by consumers who are nonetheless frustrated by high prices and anxious about job security.
Retail
US Consumer Sentiment Falls to Near Lowest on Record
The final November sentiment index dropped to 51 from 53.6 in October, according to the University of Michigan.
US Consumer Sentiment Falls to Near Lowest on Record
The final November sentiment index dropped to 51 from 53.6 in October, according to the University of Michigan.
Retail
UK Retail Sales Drop Unexpectedly as Shoppers Await Black Friday and Budget
Supermarkets, clothing stores and online mail order firms suffer sales declines as consumers delay purchases.
UK Retail Sales Drop Unexpectedly as Shoppers Await Black Friday and Budget
Supermarkets, clothing stores and online mail order firms suffer sales declines as consumers delay purchases.
The News in Brief
Next Upgrades Profit Outlook Again on Strong Summer Spending
The UK retailer said it benefited from sunny weather and the release of some “pent-up demand” in the Middle East and northern Europe.
Shiseido’s Profits Recover in First Half Amid Turnaround
Growth turned positive in the second quarter, driven by key regions like the Americas, as the Japanese giant executes its yearlong restructuring plan.
Amazon Loses US Court Ban on Perplexity’s AI Shopping Tools
The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms.
Report: Abercrombie to Seek Fresh Backers for China Business
The US-listed company is conducting a review of its Chinese assets and may sell a stake in the unit, which could be valued at several hundred million dollars, Bloomberg reported.
P&G to Buy Supplement Maker Thorne for $3.8 Billion
Shailesh Jejurikar, chief executive of the American personal care conglomerate, told CNBC it will acquire the line from LVMH-backed private equity firm L Catterton.
Eli Lilly to Offer Early Access to Next-Gen Obesity Drug to Some Patients
Eli Lilly said on Monday it would allow a limited number of patients to have early access to its experimental obesity drug, retatrutide, before its US FDA approval.
India’s Nykaa Posts Higher Quarterly Profit on Strong Beauty Demand, Fashion Growth
India’s FSN E-Commerce Ventures, which operates beauty and fashion retailer Nykaa, reported a more than three-fold rise in quarterly profit on Tuesday, boosted by strong growth in its beauty business and a sharp acceleration in fashion sales.