Despite steep tariffs aimed at boosting U.S. manufacturing, most brands are shifting production from China to other Asian countries, citing high labor costs and infrastructure challenges in the U.S.

Tariffs

Brands are doing ‘tariff math’ after US-China truce, rolling back surcharges and adjusting prices

May 19, 2025

After weeks of scrambling to raise prices, delay shipments and pad profit margins, many brands are now reversing course.

Jewelry brands like Michael M are holding steady amid tariff whiplash and not increasing prices

May 16, 2025

Michael M, a luxury jewelry brand known for its wedding pieces, says it's holding steady on prices even as a small part of its supply chain grapples with tariffs.

Other news to know

  • In a post on Truth Social, President Trump told Walmart to “EAT THE TARIFFS” after the company said it would have to raise prices especially due to tariffs on China.
  • Bath & Body Works named Daniel Heaf, who previously was Nike’s chief strategy and transformation officer, its next CEO.
$1.4 billion
Bath and Body Works' preliminary net sales for Q1, up 3% year over year
Top Stories May 20

Target CEO’s message to staff after DEI pullback fell short, communications pros say

May 20, 2025

Earlier this month, Target CEO Brian Cornell sent an email to employees reiterating what the company stands for, after a few tumultuous months for the big-box retailer. But, communications, marketing and leadership consultants who spoke with Modern Retail felt the memo was missing some things.

Inside the growth strategy of Bob’s Discount Furniture as it approaches 200 stores, with 20 openings planned in 2025

May 20, 2025

With 195 stores, Bob's Discount Furniture is aiming to expand store counts by roughly 10% annually as it looks to capture the affordable end of the furniture market.

Target is heading to small towns across America. They’ve been waiting

May 19, 2025

Three out of four Americans live within 10 miles of a Target store. But, the big-box retailer wants to grow that base. To do so, Target is opening stores in places like Quincy, Illinois and South Lake Tahoe, California.

Brands are doing ‘tariff math’ after US-China truce, rolling back surcharges and adjusting prices

May 19, 2025

After weeks of scrambling to raise prices, delay shipments and pad profit margins, many brands are now reversing course.

Tariffs

Jewelry brands like Michael M are holding steady amid tariff whiplash and not increasing prices

May 16, 2025

Michael M, a luxury jewelry brand known for its wedding pieces, says it’s holding steady on prices even as a small part of its supply chain grapples with tariffs.

​​Modern Retail+ Research Briefing: Tariffs’ impacts on consumer and advertiser spending

May 15, 2025

Tariffs are creating confusion in the marketplace, and retailers and advertisers alike are anxiously waiting to see how they impact the economy. Modern Retail provides an analysis of possible different outcomes of how tariffs will affect consumers and marketers.

Marketplace Briefing: Amazon sellers recommit to Prime Day after tariff relief — but scramble to restock in time

May 15, 2025

Many Amazon sellers who were planning to sit out Prime Day are now back in the game — but now they’re under the gun to get goods shipped from China to the U.S. in time.

Podcasts

Limited Series
The Modern Retail Vanguard

In our annual series, the Modern Retail Vanguard, we’re highlighting 15 people who exemplify the skills needed to succeed in today’s retail environment across three categories: operations, marketing and technology. These are the people who, behind the scenes, helped companies grow amid an uncertain retail environment.

Technology

Kroger quietly shuts down third-party marketplace and shipping service

May 13, 2025

Kroger quietly discontinued its third-party marketplace and shipping service, Kroger Ship, earlier this year, Modern Retail has learned.

LTK’s new partnership with ‘The Bachelor’ hints at the future of shopping and entertainment tie-ups

May 13, 2025

Creator shopping platform LTK is turning “The Bachelor” into a retail channel, partnering with Warner Horizon to let fans shop the show’s fashion, beauty and home goods directly on its platform.

Illustration of a smartphone glowing with app icons, symbolizing the evolving digital infrastructure powering social commerce.

Why the next era of social commerce relies on infrastructure, not influencers

May 13, 2025

For years, social commerce was treated as a channel strategy — something marketers tested in isolated campaigns or handed over to influencer teams. That mindset, however, is changing quickly. Amid rising acquisition costs, growing brand safety concerns and volatile platform policies, CMOs are rethinking what’s required to scale social commerce. They’ve learned that it takes […]

Marketing

Urban Outfitters’ 2025 marketing playbook includes a Nike activation, more creator content and posts on Reddit

May 15, 2025

Urban Outfitters is pulling “a number of different levers” when it comes to marketing this year, including joining forces with Nike, the brand’s head of brand marketing and communications, Cyntia Leo, told Modern Retail.

Limited Too is collaborating with Vita Coco for a ‘Nostalgia Mall’ pop-up

May 09, 2025

Ten months after its relaunch, Limited Too is looking to partner with contemporary brands to stay up-to-date with trends, nab more sales and reach new customers. Its first brand collaboration rolls out in May, in partnership with coconut water brand Vita Coco.

Quotes from the quarter: What CEOs and CFOs are saying about the state of ad spend

May 08, 2025

Nothing makes a CMO freeze faster than not knowing what’s possibly around the corner. Here’s what executives from Publicis Groupe, Procter & Gamble, Coca-Cola and more had to say about the state of ad spend during recent earnings calls.

Operations

Brands Briefing: Why the founders of Leesa are launching another mattress brand, Tiami

May 20, 2025

Over a decade after launching Leesa, the founders of the DTC startup are back with another mattress brand.

How Tractor Supply Company leverages experiential retail during its big spring sales season

May 19, 2025

Tractor Supply Company is focused on in-store demos and hands-on retail to help drive growth during the critical spring and summer season.

Illustration of an online shopping interface with apparel, bags and a large “Buy Now” button, representing global e-commerce checkout experiences.

How Revolve removed global checkout friction and unlocked growth

May 09, 2025

Matthew Cannon, Chief Revenue Officer, Reach International expansion is rewriting the rules for e-commerce, including fashion and beauty brands. Global markets are driving a growing share of e-commerce revenue, especially in categories like apparel, skincare and accessories. As more revenue comes from outside the U.S., brands are under growing pressure to manage new complexities — […]

Chobani acquires Daily Harvest

May 16, 2025

On Friday, Greek yogurt maker Chobani announced it acquired Daily Harvest, the plant-based frozen meal brand. Terms of the deal were not disclosed. According to Chobani’s announcement, the two “purpose-led brands” share a vision of making “high-quality, delicious food made with real ingredients more accessible.”