Only 22% of retail CFOs report having a healthy inventory level. With imports to drop sharply through year end, the stage is set for another supply chain crisis.
LVMH Struggles As Luxury Consumers Pullback
LVMH just delivered a blow to investors in first quarter, reporting a 3% organic revenue decline, including a 5% drop in its largest fashion and leather goods segment.
Luxury Consumers Hit Pause as Economic Worries Mount
In 2025, the luxury market faces headwinds unlike any seen since the Great Recession or Covid due to the threat of tariffs to disrupt the economy and global trade.
Why RH Believes Tariffs Will Be A Competitive Advantage
After RH’s disastrous performance on Wall Street recently, it issued a clarification statement on Friday to answer open questions and reiterate the company’s strengths.
Lululemon Is Losing Its Edge As Competitors Gain
Lululemon sales flagged in the Americas during 2024 and mounting headwinds, most especially in the U.S., challenge growth this year and next.
