Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
The brands Gap and Banana Republic beat comparable sales estimates.
tariff
Global Markets
Worldview | Panic Grips Asia’s Factories Despite US Tariff Pause
This week’s round-up of global markets fashion business news also features the impact of Trump’s tariffs on Middle East manufacturers, Chinese duty-free stocks and Sao Paulo Fashion Week.
Worldview | Panic Grips Asia’s Factories Despite US Tariff Pause
This week’s round-up of global markets fashion business news also features the impact of Trump’s tariffs on Middle East manufacturers, Chinese duty-free stocks and Sao Paulo Fashion Week.
Retail
How Made-in-America Brands Turn Tariff Turmoil Into Opportunity
While tariff uncertainty threatens to roil the global fashion industry, brands that already produce their goods in the US have an opportunity to shine if they’re able to communicate the value of American manufacturing to cautious consumers.
How Made-in-America Brands Turn Tariff Turmoil Into Opportunity
While tariff uncertainty threatens to roil the global fashion industry, brands that already produce their goods in the US have an opportunity to shine if they’re able to communicate the value of American manufacturing to cautious consumers.
Global Markets
Trump Sees ‘Transition Problems’ With China Tariffs at 145%
‘There’ll be a transition cost, and transition problems, but in the end it’s going to be a beautiful thing,’ Trump said Thursday during a Cabinet meeting. ‘We’re in very good shape.’
Trump Sees ‘Transition Problems’ With China Tariffs at 145%
‘There’ll be a transition cost, and transition problems, but in the end it’s going to be a beautiful thing,’ Trump said Thursday during a Cabinet meeting. ‘We’re in very good shape.’
Global Markets
EU Suspends Retaliatory 25% Tariffs on US Goods After Trump U-Turn
European Commission president Ursula von der Leyen said, “If negotiations are not satisfactory, our countermeasures will kick in,” underscoring that the retaliatory tariffs are on hold for 90 days.
EU Suspends Retaliatory 25% Tariffs on US Goods After Trump U-Turn
European Commission president Ursula von der Leyen said, “If negotiations are not satisfactory, our countermeasures will kick in,” underscoring that the retaliatory tariffs are on hold for 90 days.
Sustainability
Tariffs Won’t Kill Fast Fashion, But They Might Kill Sustainable Fashion
Some have hailed America’s escalating trade war as a means to finally curb overconsumption of cheap goods. Instead, the economic hardship its likely to bring on will eviscerate efforts to transform the industry for the better, writes Kenneth P. Pucker.
Tariffs Won’t Kill Fast Fashion, But They Might Kill Sustainable Fashion
Some have hailed America’s escalating trade war as a means to finally curb overconsumption of cheap goods. Instead, the economic hardship its likely to bring on will eviscerate efforts to transform the industry for the better, writes Kenneth P. Pucker.
Beauty
Trump’s Tariffs Send Beauty Industry Into Crisis Mode
High tariffs on top beauty import sources including South Korea and France have brands rethinking their budgets – but not necessarily their production locations.
Trump’s Tariffs Send Beauty Industry Into Crisis Mode
High tariffs on top beauty import sources including South Korea and France have brands rethinking their budgets – but not necessarily their production locations.
Retail
Trump’s Tariffs: Assessing the Impact, One Week Later
As the shock wears off, fashion businesses are starting to draw up plans to navigate a market that is still rapidly changing under their feet.
Trump’s Tariffs: Assessing the Impact, One Week Later
As the shock wears off, fashion businesses are starting to draw up plans to navigate a market that is still rapidly changing under their feet.
Global Markets
Trump Threatens 50% More China Tariffs, Teases Talks With Others
President Donald Trump threatened to slap additional 50 percent import taxes on China in retaliation against China’s raised reciprocal tariffs on US goods, further escalating the trade war.
Trump Threatens 50% More China Tariffs, Teases Talks With Others
President Donald Trump threatened to slap additional 50 percent import taxes on China in retaliation against China’s raised reciprocal tariffs on US goods, further escalating the trade war.
Retail
It Could Set the Industry Back 50 Years: Fashion Braces for Impact of Trump Tariffs
From farmers to designers, the entire supply chain will be hit — but it is unclear what duties apply to a finished product.
It Could Set the Industry Back 50 Years: Fashion Braces for Impact of Trump Tariffs
From farmers to designers, the entire supply chain will be hit — but it is unclear what duties apply to a finished product.
News & Analysis
Fashion Is ‘Tarrif-ied’ of Trump
There’s no escaping the import duties, which were far more wide ranging and severe than anticipated. After the initial panic subsides, the hard work of adapting to the new regime begins, writes Imran Amed.
Fashion Is ‘Tarrif-ied’ of Trump
There’s no escaping the import duties, which were far more wide ranging and severe than anticipated. After the initial panic subsides, the hard work of adapting to the new regime begins, writes Imran Amed.
News & Analysis
‘Mind-Boggling’ Tariffs Threaten Fashion With Covid-Level Crisis
The industry is scrambling to adjust to the shockwave of new import duties announced by President Donald Trump on ‘liberation day.’ Many of fashion’s biggest manufacturing hubs are facing the highest tariffs.
‘Mind-Boggling’ Tariffs Threaten Fashion With Covid-Level Crisis
The industry is scrambling to adjust to the shockwave of new import duties announced by President Donald Trump on ‘liberation day.’ Many of fashion’s biggest manufacturing hubs are facing the highest tariffs.
Luxury
Explainer: How Trump’s Tariffs Threaten Luxury Fashion
The Trump administration’s radical changes to US trade policy won’t push retail prices up enough to directly dampen sales, but the effects on the global economy and consumer sentiment could seriously dent an industry still struggling to bounce back from a sharp downturn in demand.
Explainer: How Trump’s Tariffs Threaten Luxury Fashion
The Trump administration’s radical changes to US trade policy won’t push retail prices up enough to directly dampen sales, but the effects on the global economy and consumer sentiment could seriously dent an industry still struggling to bounce back from a sharp downturn in demand.
The News in Brief
Fashion Startup Founder Pleads Guilty in $300 Million Fraud
Christine Hunsicker admitted she falsified financial statements to promote CaaStle Inc. as a valuable, growing business when in reality it was struggling.
Victoria’s Secret Forecasts Its Best Year Since L Brands Split
The underwear company is anticipating net sales of at least $6.85 billion in the current fiscal year, exceeding analyst estimates and marking the highest revenue since its split from L Brands Inc in 2021.
Uniqlo Aims to Grow Tenfold in India With Summer-Centric Clothes
The Japanese brand is accelerating its expansion in India to capture a greater share of the rapidly growing apparel market and affluent consumer base.
Oasis Pressures Kao in Latest Japan Activist Investor Push
Activist fund Oasis Management Co. is calling on the Japanese personal care company to convene an extraordinary general meeting, seeking a probe into its supply-chain risk management and internal control.
American Eagle Forecasts Sales Growth Above Estimates on Demand From Wealthy Shoppers
The retailer surpassed annual sales forecasts but expects a $60 million drag from import tariffs in the first half of 2026.
Missoni Family Exits Namesake Brand
The transaction gives FSI, a Milan-based private equity fund, a controlling share in the Italian luxury house, as more founder-owned brands turn to investors to fund growth and weather a tough global market.
Ross Stores Forecasts Annual Sales Above Estimates on Resilient Demand for Discounted Apparel
Spend growth at off-price chains is among the strongest in retail, with gains across all income segments.