19 Apr 2025
56m

Luxury earnings, behind-the-scenes at Chinese factories, and the unexpected industries that tariffs are hitting hard

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The Modern Retail Podcast

In this episode of The Modern Retail Podcast, Gabi Barkho and Melissa Daniels discuss LVMH earnings, noting a sales decline in the U.S. and Asia, and explore the rise of Chinese manufacturing content on TikTok, addressing concerns about transparency and potential misinformation. Later joined by executive editor Anna Hensel, they delve into the unexpected industries impacted by tariffs, including wine, baby products, the funeral industry, sex toys, and false eyelashes, highlighting potential price increases and supply chain disruptions. The conversation emphasizes the interconnectedness of the global supply chain and the challenges businesses face in navigating these changes, with a focus on consumer behavior and the long-term effects of tariffs on various sectors.

Outlines

Part 1: Luxury Retail Overview

Part 2: Tariffs Impact - Unexpected Industries

Part 3: Final Thoughts

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