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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Dec- 2025 -4 DecemberLuxury Goods
Watches of Switzerland revenue and profits surge ahead of festive trading
Watches of Switzerland has reported a surge in its revenues and profits for the 26 weeks to 26 October 2025 (H1 FY26), and said it is “well positioned” to enter the holiday trading period. The group reported a 6% increase in adjusted EBITDA to £69m, while group revenues rose by…
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Nov- 2025 -20 NovemberClothing & Shoes
Dr Martens cuts first-half losses as new strategy bears fruit
Dr Martens has reduced its H1 2026 losses after early benefits from its Levers for Growth strategy helped lift full-price sales and strengthen its balance sheet. The company reported a pre-tax loss of £11m for the 26 weeks to 28 September, an improvement on the £28.7m loss a year earlier. …
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6 NovemberLuxury Goods
Watches of Switzerland HY revenues up 10% to £845m
Watches of Switzerland has revealed that its revenues rose 10% to £845m for the half year ended 26 October 2025. The retailer said that demand for luxury watches remained robust and continued to exceed supply, with consistent additions to and conversions of the client Registration of Interest lists. As a…
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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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