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Retail
As LVMH extends Arnault’s reign, succession concerns still linger: here’s why investors worry
April 18, 2025 09:01 PM AEST| By InvezzShareholders of LVMH Moët Hennessy Louis Vuitton voted on Thursday to allow Bernard Arnault to remain at the helm of the company until the age of 85, extending the reign of the man who built the world’s most valuable luxury goods empire. The move, ap...
Sainsbury’s shares rise as profit tops £1bn; analysts flag cautious guidance amid price war risks
April 17, 2025 09:16 PM AEST| By InvezzShares in J Sainsbury PLC surged on Thursday, closing up 4% at 257.8p, making it the top performer on the FTSE 100 index. The rally came after the British supermarket giant reported its full-year financial results, which showed a 7.2% rise in retail...
Why did Bunzl stock sink 25% as outlook dims and buyback paused: analysts revise expectations
April 16, 2025 07:55 PM AEST| By InvezzShares of British business supplies group Bunzl fell sharply on Wednesday after the company cut its 2025 forecast and paused its share buyback programme, citing deteriorating performance in its North American division. The stock dropped 25.7%—its ste...
JD.com, Freshippo step up to support struggling Chinese exporters tap domestic market amid US-China tariff war
April 11, 2025 11:09 PM AEST| By InvezzChinese e-commerce companies are stepping up to help the country’s exporters tap the domestic market as the US-China trade war intensifies with both countries levying dizzyingly high tariffs against each other’s imports. China’s e-commerc...
Price war sidelines Tesco, Sainsbury’s from FTSE gains; analysts back Tesco
April 10, 2025 08:03 PM AEST| By InvezzEuropean markets posted sharp gains on Thursday after US President Donald Trump unexpectedly postponed a new round of tariffs on dozens of countries, including the European Union. The decision sent relief rippling through financial markets, with the...
Trump’s tariff plans could drive up US wine prices and hurt demand
April 09, 2025 08:34 PM AEST| By InvezzUS wine sellers are concerned about President Donald Trump’s tariffs which are set to take effect later on Wednesday. The tariffs are anticipated to raise the cost of imported wines and liquors. Adam Williams, 57, owner of Ansley Wine Merchants...
Lululemom stock faces a double whammy: $130 target in sight
April 09, 2025 06:00 PM AEST| By InvezzLululemon stock price has imploded this year as Wall Street remains concerned about its growth trajectory and tariff risks. LULU has collapsed for three consecutive weeks and has moved to its lowest level since September 9. It has dropped by over 41%...
Why analysts are betting on Richemont and Hermes stocks as Trump tariffs take sheen off the luxury sector
April 09, 2025 05:45 PM AEST| By InvezzThe global luxury industry is bracing for its longest downturn in more than two decades, as Donald Trump’s sweeping new tariffs fuel concerns of a worldwide recession. Hopes that affluent Americans might prop up the struggling sector are fading...
Levi’s guidance does not factor in tariffs, but the impact could be huge
April 08, 2025 06:06 PM AEST| By InvezzLevi Strauss & Co (NYSE: LEVI) shares are gaining after the jeans company said it was leaving its guidance unchanged for the full year. But there’s a caveat: its outlook includes “no impact from the proposed tariffs”, which could be a majo...
Trump’s reciprocal tariffs on China may not mean much for Alibaba: here’s why
April 07, 2025 11:25 PM AEST| By InvezzAlibaba Group Holding Ltd (NYSE: BABA) is taking a big hit on Monday after President Trump announced another 34% reciprocal tariffs on goods from China. BABA shares are down more than 10% today and over 20% versus their year-to-date high in mid-March...
Is Nordstrom Inc Crumbling Under Retail Sector Strains?
April 07, 2025 05:29 PM AEST| By Team Kalkine MediaHighlights,Notable asset manager rebalances exposure in the retail space,Company offers a broad range of fashion and lifestyle products,Market uncertainties impact operations across brick-and-mortar and digital channels,Nordstrom Inc (NYSE:JWN) opera...
Nike Faces Tariff Pressures as Vietnam Remains Key to Global Footwear Supply Chain
April 07, 2025 09:48 AM AEST| By Team Kalkine MediaHighlights,Nike’s Vomero 18 running shoe production in Vietnam faces challenges from new U.S. tariffs.,Vietnam accounts for around 50% of Nike’s global footwear manufacturing operations.,U.S. lacks domestic,capacity,for large-scale athletic footwear...
Adidas vs. Puma: how a sibling split in a small German town gave birth to a longstanding rivalry
April 05, 2025 09:48 PM AEDT| By InvezzWhen Puma announced on Thursday that former Adidas sales chief Arthur Hoeld would become its new CEO, replacing Arne Freundt over “differing views on strategy execution,” it wasn’t just a routine leadership shake-up. The move added another chapter to...
Pandora stock plunges as Trump tariffs on Thailand deliver bitter surprise
April 05, 2025 01:24 AM AEDT| By InvezzPandora A/S (CPH: PNDORA) has lost more than 15% in recent sessions after the US President Donald Trump announced new tariffs on Thailand that were well above the company’s expectations. Thailand is where Pandora currently makes most of its luxury je...
Trump tariffs trigger $208 billion bloodbath among the world’s richest in a single day
April 04, 2025 07:50 PM AEDT| By InvezzA sweeping package of trade tariffs announced by US President Donald Trump triggered a brutal sell-off across global markets on Thursday, wiping out $208 billion from the fortunes of the world’s 500 richest individuals. The shock drop marks the fourt...
TJX and ROST: off-price retailers set to gain from Trump tariffs
April 04, 2025 06:30 PM AEDT| By InvezzPresident Trump sent global financial markets tumbling down this week as he announced steep new tariffs on a whole bunch of countries, including a 34% duty on China and 20% on the EU. Amidst the chaos, there are two US based retailers that actually s...
Dressed for disaster? The harsh impact of Trump’s tariffs on the fashion industry
April 04, 2025 02:21 PM AEDT| By InvezzThe global fashion industry is grappling with the fallout from President Donald Trump’s announcement of sweeping new tariffs, the most comprehensive trade restrictions seen in nearly a century. The move, which targets some of the largest appare...
US stock market tumbles as Trump’s tariffs rattle investors; analysts see S&P 500 sliding to 5,200-5,400
April 04, 2025 03:05 AM AEDT| By InvezzUS stocks suffered a sharp selloff on Thursday as President Donald Trump’s latest round of tariffs raised fears of a global trade war and economic slowdown. The S&P 500 plunged more than 4%, marking its worst day since September 2022 and pushing...
Is Victoria’s Secret Under Pressure from Big Investors?
April 03, 2025 09:14 PM AEDT| By Team Kalkine MediaHighlights,Corebridge Financial reconfigured its allocation in Victoria’s Secret.,Shifts emerge within the retail and apparel sector.,Operational changes and market dynamics remain at the forefront.,Victoria’s Secret Co (NYSE:VSCO) operates in the re...
Is Steven Madden Facing a Major Ownership Crisis?
April 03, 2025 09:08 PM AEDT| By Team Kalkine MediaHighlights,Prudential Financial reconfigured its allocation in Steven Madden.,Portfolio shifts emerge in the retail and fashion sector.,Operational dynamics in footwear and apparel draw market attention.,Steven Madden Ltd (NASDAQ:SHOO) operates in th...
