Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

Tariffs Force Brands to Scale Back on Black Friday Deals

by Team Lumida
November 12, 2025
in Markets
Reading Time: 5 mins read
A A
0
Trump Suggests $2,000 Tariff-Funded Payouts to Americans
Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

Powered by lumidawealth.com

  • Rising tariffs and inflation are pushing brands to cut back on promotions this holiday season.
  • Companies like Coach and Therabody are prioritizing margins and brand exclusivity over discounts.
  • Retailers face a dilemma: protecting profits while catering to deal-hungry consumers.
  • U.S. shoppers’ holiday budgets are down 5% from last year, with sharper drops among younger consumers.
  • Analysts predict Black Friday discounts will appear “reasonable” but less deep than in prior years.

Tariffs Push Retailers to Raise Prices, Limit Discounts
Retailers are entering the 2025 holiday season with fewer bargains and more caution. U.S. tariffs on imported goods have raised costs for consumer brands, prompting many to reduce or eliminate Black Friday promotions.

At this time last year, products like Ash Harbor’s whiskey dispensers and ThinkFit’s meal prep containers were discounted by up to 20%. This year, they’re selling at full price.

“It just doesn’t make financial sense for us to offer discounts because our cost of goods is so high due to tariffs,” said Dan Peskorse, owner of Upstream Brands, which sells products on Amazon.


Luxury and Lifestyle Brands Hold Firm on Pricing
The impact extends across sectors. Coach and Therabody—along with brands like Nike, Levi’s, and Ralph Lauren—are dialing back markdowns. While some cite tariffs and inflation, others aim to preserve brand prestige and avoid the perception of excess inventory.

“While promotional activity continues in parts of the market, we’ve deliberately moved away from deep discounting,” said Coach CEO Todd Kahn, emphasizing exclusivity and product innovation over price cuts.

Therabody, which produces premium wellness devices, has already raised prices by 5–7% and plans smaller promotions than last year.


Consumer Spending Under Pressure
With inflation weighing on households, consumer sentiment remains fragile. A PwC survey projects average holiday spending will decline 5% year over year, with a sharper 23% drop among Gen Z shoppers.

“It’s a bit of a perfect storm,” said Peskorse. “Consumers are cash-strapped, and retailers are squeezed by costs.”

Retail analysts describe retailers as “between a rock and a hard place,” forced to balance margin protection with competitive pricing to drive sales.


Discounts Will Be Shallower, Not Absent
Experts expect some promotions to persist—particularly in mass retail—but warn they’ll likely be less generous than they appear.

“They’d rather sell out than sell off,” said Marshal Cohen of Circana, noting companies are ordering fewer goods to avoid deep markdowns.

Shoppers will still find doorbusters, but many of the “discounts” will be layered on top of prior price increases, dulling their real value.

Source
Previous Post

JPMorgan Rolls Out Deposit Token JPM Coin in Digital Asset Push

Next Post

Builders’ Cheap Mortgages Come With Hidden Risks

Recommended For You

Nvidia Is Betting the Next Trillion Dollars in AI Will Come From Inference

by Team Lumida
19 hours ago
Nvidia’s Stock: Is It Too Good to Be True Now?

Key takeaways Powered by lumidawealth.com Nvidia is pivoting hard toward inference, the stage of AI where models generate responses and perform tasks in real time. Jensen Huang projected $1...

Read more

Trump Opens Second Tariff Front as White House Races to Rebuild Trade Powers

by Team Lumida
5 days ago
Trump Pushes for Greenland Acquisition, Exploring Business Deals and Military Presence

Key takeaways Powered by lumidawealth.com The US launched a second Section 301 investigation in two days, widening Trump’s tariff revival effort. This probe targets forced-labor enforcement failures across 60...

Read more

Adobe’s CEO Exit Signals AI Pressure Is Reaching the Top

by Team Lumida
5 days ago
the adobe logo on a red background

Key takeaways Powered by lumidawealth.com Adobe CEO Shantanu Narayen is stepping down, marking a major leadership shift as investors question the company’s AI positioning. The departure overshadows otherwise solid...

Read more

JPMorgan Tightens Lending to Private Credit Funds After Loan Markdowns

by Team Lumida
6 days ago
Tax-Loss Harvesting Surge: JPMorgan’s $15 Billion Windfall

Key takeaways Powered by lumidawealth.com JPMorgan restricted lending to some private credit funds after marking down the value of certain loans. The affected loans are primarily tied to software...

Read more

Costco Faces Lawsuit Over Potential Tariff Refunds

by Team Lumida
6 days ago
a building that has a sign on the side of it

Key takeaways Powered by lumidawealth.com Costco is being sued by a customer seeking tariff-related refunds. The lawsuit follows a Supreme Court ruling declaring certain Trump-era tariffs illegal. Retailers may...

Read more

Stocks Rebound as Oil Drops Below $90, but Markets Are Still Trading on Fragile Relief

by Team Lumida
7 days ago
AI Job-Loss Panic Is Running Ahead of the Data, Says Bloomberg Opinion

Key takeaways Powered by lumidawealth.com Stocks advanced as oil fell below $90, helped by reports that the IEA may pursue a record strategic reserve release. Tech led the rebound,...

Read more

Trump Family-Backed Drone Venture Seeks to Ride Pentagon’s Domestic Drone Push

by Team Lumida
1 week ago
Trump Family-Backed Drone Venture Seeks to Ride Pentagon’s Domestic Drone Push

Key takeaways Powered by lumidawealth.com Powerus is going public via reverse merger to raise capital for scaling drone manufacturing and acquisitions. The company is backed by Trump family-linked investors...

Read more

SoftBank’s $40 Billion OpenAI Loan Push Deepens Its Biggest AI Bet Yet

by Team Lumida
2 weeks ago
OpenAI Hack: Why AI Companies Are Prime Targets for Cyberattacks

Key takeaways Powered by lumidawealth.com SoftBank is seeking up to $40 billion in debt financing to help fund its expanding investment in OpenAI, marking its largest-ever dollar-denominated borrowing. The...

Read more

Berkshire’s Greg Abel Signals a More Active Capital Allocation Stance With Fresh Buybacks

by Team Lumida
2 weeks ago
Berkshire’s Greg Abel Signals a More Active Capital Allocation Stance With Fresh Buybacks

Key takeaways Powered by lumidawealth.com Berkshire restarted stock buybacks for the first time in nearly two years, marking an early capital-allocation signal under CEO Greg Abel. Abel personally bought...

Read more

Morgan Stanley Cuts 2,500 Jobs Despite Record Year

by Team Lumida
2 weeks ago
Morgan Stanley Q2 2024 Earnings Summary

Key takeaways Powered by lumidawealth.com Morgan Stanley is cutting ~2,500 jobs, roughly 3% of its workforce. Layoffs span investment banking & trading, wealth management, and investment management. Cuts are...

Read more
Next Post
Builders’ Cheap Mortgages Come With Hidden Risks

Builders’ Cheap Mortgages Come With Hidden Risks

JD.com Profit Slumps as Food-Delivery Push Hits Margins

JD.com Profit Slumps as Food-Delivery Push Hits Margins

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

Amazon’s $100 Billion Bet: AI Over Retail

Amazon Shares Lag as Investors Await Clear AI Payoff Despite Heavy Spending

July 21, 2025
Geopolitical Forces Shape Oil Market Dynamics

Wall Street Set to Block Trump’s Ambitious US Oil Production Plans, Industry Leaders Warn

January 24, 2025
AI Investment Boom: How Tech Giants Are Leading the Charge

U.S. Imports More From Taiwan Than China for the First Time, Shifting Trade Dynamics

February 20, 2026

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018