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Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China

US President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment.

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The Future of Fashion, Shaped by Technology: AI-Powered Supply Chains, Operations and Experiences in US Apparel and Footwear Retailing

Building on our Market Navigator on US apparel and footwear retailing, we explore transformative technologies shaping the market, including AI (artificial intelligence). From supply chain to operations to customer-facing applications, discover key tech applications and benefits, and dive into proprietary consumer survey data on the apparel shopping journey.

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Earnings Insights 1Q24, Week 7: The Latest Financial Commentary from Costco, Dollar Tree, Lululemon, PVH Corp. and More

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended June 9, 2024, including Bath & Body Works, Big Lots, Costco Wholesale, Dollar Tree, Five Below, Lululemon and PVH Corp.

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