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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Aug- 2025 -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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15 AugustLuxury Goods
Tapestry Q4 revenues rise 8% to $1.72bn
Tapestry, the luxury group behind Coach, has reported stronger-than-expected results for its fourth quarter, as revenues rose 8% to $1.72bn (£1.27bn) in the three months to 28 June. According to the group, its growth was led by Coach’s 13% constant currency sales increase in Greater China and double-digit revenue gains…
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14 AugustEconomy
UK quarterly GDP beats expectations despite slowdown
UK GDP grew 0.3% in the three months to June, behind the 0.7% it grew in the first quarter, as a result of US tariffs and higher business costs, according to data from the Office for National Statistics (ONS). However, it is better than expected growth as economists polled by…
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13 AugustClothing & Shoes
Claire’s on brink of collapse, 2,150 jobs at risk
Claire’s has appointed administrators in the UK as the jewellery retailer nears collapse, with around 2,150 jobs at risk. Interpath Advisory confirmed that Will Wright and Chris Pole have been appointed as joint administrators, and will “assess options for the business” while all stores continue trading. They will seek a…
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7 AugustEconomy
Luxury loses momentum as midmarket braces for impact, Colliers finds
Luxury and midmarket retailers across EMEA are recalibrating strategies in response to a cooling post-pandemic retail environment, according to a report from Colliers. Colliers found that after years of price-led growth, luxury retail is showing signs of fatigue. Brands such as Kering and Chanel reported revenue declines in 2024, while…
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Jul- 2025 -30 JulyClothing & Shoes
Adidas reports 70% rise in operating profit despite tariff concerns
Adidas has reported a 70% increase in operating profit to €1.15bn (£994.5m) in the first half of 2025, up from €682m (£589.8m) during the same period last year. Revenues for the six-month period rose 14% year-on-year, supported by the completion of Yeezy inventory sales at the end of 2024. Footwear…
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29 JulyHigh Street
Games Workshop profits soar 29.5% to £262.8m
Games Workshop has revealed that its profit-before-tax rose 29.% to £262.8m for the year ended 1 June 2025, on a guidance of £255m. Alongside this, the company’s revenues rose 205 from £525.7m to £628.7m on a constant currency basis. The company’s core revenues rose 14% to £565m up from £494.7m…
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29 JulyFeatures
Claire’s on the brink: can the chain avoid another collapse?
For decades, Claire’s has been the go-to destination for sparkly earrings, scrunchies and ear piercings – a rite of passage for generations of teenagers. But the glitter is starting to fade. The jewellery and accessories retailer, which operates nearly 300 shops in the UK and more than 2,300 worldwide, has…
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