Tariffs
This coverage examines the impact of tariffs on the UK retail sector, with analysis of trade policies, import duties, and their implications for supply chains, pricing strategies, and profitability. Reporting addresses changes in international trade agreements, disputes, and government measures, helping retail executives and managers navigate cost pressures, adapt sourcing decisions, and mitigate risks associated with evolving tariff regimes.
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Oct- 2025 -16 OctoberClothing & Shoes
Shein sales rise 20% in 2024 but profits hit by higher costs
Shein’s global sales soared by 20% to $37bn (£27.7bn) in 2024, though profits were hit by rising costs over the year, whilst the fast-fashion group also warned on the effects of changing US tax laws. According to the Guardian, accounts from the group’s Singapore-based parent company show that pre-tax profits…
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1 OctoberSport & Leisure
Nike Q1 revenues rise but profit dips 31%
Nike has reported a 1% increase in revenues to $11.7bn (£8.68bn) for the three months to 31 August 2025, though profits fell sharply as margins came under pressure. Net profit for the quarter dropped 31% year-on-year to $727m (£539.7m), while gross margin declined 320 basis points to 42.2%. The company…
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Sep- 2025 -24 SeptemberHigh Street
JD Sports sees PBT rise to £138m despite UK sales decline
JD Sports has revealed that its statutory profit-before-tax rose 9.5% to £138m, up from £126m, for the half year ended 2 August 2025. It comes despite a 1.7% decline in UK sales which the company attributed to tough comparatives as a result of the men’s Euro 2024 football tournament. Overall,…
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3 SeptemberLuxury Goods
Watches of Switzerland on track to meet guidance despite tariff woes
Watches of Switzerland (WOS) has revealed it is on track to deliver a “good” H1 FY26 in line with its expectations despite the impact of Donald Trump’s tariffs. The company stated that it saw consistently strong trading throughout the period, particularly in the US despite the announcement of increased tariffs…
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2 SeptemberClothing & Shoes
Levi’s UK warns rising ‘anti-Americanism’ could damage brand
Levi’s UK has warned that a risk of “rising Anti-Americanism” in light of Trump Tariffs and US governmental policies could drive consumers away from US brands and dent its sales in the UK. In its latest filings on Companies House, the group said that consumers may develop an “increasing willingness”…
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Aug- 2025 -29 AugustSupply Chain
Evri US deliveries up 30% as competitors suspend shipments
Evri has revealed that its deliveries in the US have risen 30% as various global postal services announced they would be suspending their US operations after the removal of the de minimis exemption. The exemption, which allowed packages worth under £593 ($800) to be free from taxes and duties, officially…
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27 AugustClothing & Shoes
JD Sports H1 sales drop 2.5% causing H2 concern
JD Sports has revealed that its sales across the group dropped 2.5% for the half year ended 2 August 2025. The company stated that this was in large part due to tough comparatives as Euro 2024 the previous summer saw an increase in replica kit sales and in-store cross-sell as…
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26 AugustEconomy
Royal Mail and DHL halt some US deliveries ahead of tariff changes
Royal Mail and DHL have suspended or restricted certain postal services to the United States ahead of new US customs rules that come into force on 29 August. The move follows an executive order by the US government that removes the current $800 (£594) “de minimis” threshold, under which most…
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15 AugustLuxury Goods
Pandora reports 8% organic growth in Q2 despite macroeconomic headwinds
Pandora has reported 8% organic growth in the second quarter of 2025, with revenues rising to DKK 7.05bn (£800m) despite foreign exchange, tariff and commodity price pressures. Like-for-like (LFL) sales were also up 3%, while network expansion contributed 5% to growth. LFL sales rose 8% in the US and 6%…
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15 AugustClothing & Shoes
Shein’s UK arm sees profits surge as revenues hit £2bn
Shein’s UK arm saw revenues jump 32% to £2.05bn for the full year ended 31 December 2024, according to its latest accounts filed with Companies House. Ahead of a potential float on the Hong Kong stock exchange, Shein also saw its UK profit-before-tax hit £38.25m in 2024, up from £24.43m…
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