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Retail media networks are transforming how brands connect with their consumers, and they're doing it at scale.
That said, we still believe Asos can improve profitability as it works through its excess inventory, which should result in reduced discounting and better margin. We forecast low- to mid-single-digit ...
While H&M can still gain share from weaker incumbents, we expect it to be harder than it used to be as fitter, more focused competition continues to emerge (low-cost companies such as Primark, Shein ...
While the Trump administration announced a temporary trade deal Monday slashing tariffs on Chinese goods, the rules on de ...
US-China trade truce cuts tariffs from 145% to 30%, helping online retailers like Shein and Temu adjust amid trade tensions ...
Let's do a DCF valuation of ThredUp under the assumption that they are eventually able to achieve enough scale to be ...
Temu’s sudden U.S. ad blackout surprised advertisers. Instead of leveling the playing field, it gave Etsy and other retailers ...
US department stores and discount chains are benefiting as consumers pull back from Chinese marketplaces Temu and Shein, ...