Lululemon Faces Earnings Challenges Amid U.S. and China Headwinds

Lululemon Athletica Inc. has been re-rated on Wall Street.  Blame a slow-to-come turnaround in the U.S., worries over China or a much bigger than expected hit from the de minimis…

Tariff Headwinds Are Getting Real for Shoe Firms

Despite the talk about the parameters for trade deals, firms largely remain in the dark as they scramble to adjust sourcing strategies amid an evolving tariff landscape. Second-quarter results for…

Despite Headwinds, Estée Lauder Was a Top Beauty Company in 2024

With a C-suite shuffle, thousands of layoffs, an Amazon U-turn and a disappearing outlook, it was a wild ride in 2024 for the Estée Lauder Cos. Beginning with the C-suite,…