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

Copper Pulls Back From Record High as Inflation Data Kills Rate-Cut Hopes

by Team Lumida
14 hours ago
Cash Upfront: How Miners Are Cashing In on Copper Shortage

Copper fell ~3% from its record close as surging U.S. inflation and a stronger dollar dimmed rate-cut expectations — while near-record prices are already deterring Chinese fabricator demand.

Read more

Trump’s Financial Disclosures Reveal Trades in Nvidia, Boeing, Intel and Dozens More

by Team Lumida
14 hours ago
House Rebuke of Canada Tariffs Exposes Political Risk Around Trump’s Trade Agenda

President Trump's latest ethics filings show tens of millions in Q1 stock trades — including purchases of Nvidia, Microsoft, Boeing, and Oracle — raising fresh conflict-of-interest questions as...

Read more

Hedge Funds Are Printing Money in AI’s ‘Golden Age of Hardware’

by Team Lumida
2 days ago
China’s AI Startups Challenge Global Leaders Amid U.S. Trade Curbs

Stock-picking funds posted their best month in over two decades in April, driven by massive gains in semiconductor and AI hardware stocks. Point72, Whale Rock, and Seligman are...

Read more

Wall Street’s Long-Term Inflation Fears Hit Multi-Year Highs as Oil Shock Bleeds Into Bond Markets

by Team Lumida
3 days ago
Geopolitical Forces Shape Oil Market Dynamics

A hot April CPI print sent the 10-year break-even rate to its highest since 2023 and the 5-year to its highest since October 2022, raising the stakes for...

Read more

Walmart Cuts or Relocates 1,000 Corporate Workers as It Consolidates AI and Tech Teams

by Team Lumida
3 days ago
a walmart store with a car parked in front of it

Walmart is streamlining overlapping global-technology and product teams under its new head of AI acceleration, with many affected employees asked to relocate to Bentonville or Northern California.

Read more

Gas Prices Are Wiping Out Wage Gains — Real Hourly Earnings Turn Negative for First Time Since 2023

by Team Lumida
3 days ago
a gas pump is connected to a car at a gas station

April CPI came in at 3.8% while wage growth slowed to 3.6%, pushing real hourly earnings negative year-over-year for the first time in three years — driven almost...

Read more

Copper Holds Near Record Highs as Iran Stalemate Persists and China Demand Provides a Floor

by Team Lumida
4 days ago
Why Investors Are Going Crazy for Copper: The $43 Billion Battle

Copper steadied near $13,938/ton after Trump rejected Iran's peace proposal, with Monday's 2.7% surge also driven by supply fears around Peru's state refinery PetroPeru — sending silver up...

Read more

Blackstone’s Gray Had Senior Staff Put $150 Million Into Its Flagging Credit Fund to Calm Investors

by Team Lumida
5 days ago
Blackstone’s Gray Had Senior Staff Put $150 Million Into Its Flagging Credit Fund to Calm Investors

As redemption requests surged across private credit, Blackstone enlisted 25+ executives to personally invest $150 million into BCRED to signal alignment with nervous investors.

Read more

Oil Market in ‘Race Against Time’ as Hormuz Closure Risks Spiraling Into June, Morgan Stanley Warns

by Team Lumida
5 days ago
brown metal tower

Morgan Stanley warns that the buffers shielding oil markets from the Hormuz closure are running thin — if the strait stays shut into late June, Brent could surge...

Read more

Apple’s Camera-Equipped AirPods Enter Final Testing Phase in AI Device Push

by Team Lumida
1 week ago
Apple Store shop front

Apple's camera-equipped AirPods have reached design validation testing — the last major development stage before mass production — with cameras acting as eyes for Siri, enabling visual AI...

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

Can U.S. Manufacturing Compete? Billions Later, China Still Leads

Can U.S. Manufacturing Compete? Billions Later, China Still Leads

August 3, 2024
the back end of a blue car with a license plate

Rivian Faces $100 Million Revenue Hit as Trump Relaxes Fuel Economy Rules

August 15, 2025
pink Disney Paris drink with green straw

Disney’s Streaming Surges to Profit, but Theme Parks Face Trouble Ahead

August 7, 2024

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