Podcast: Reviewing 2025, from tariffs to Target to Labubus

In this episode of the Modern Retail Podcast, hosts Gabriela Barkho and Melissa Daniels, along with reporter Mitchell Parton, delve into the key themes and trends that defined the retail landscape in 2025. The year unfolded in unexpected ways for many in the retail industry, with tariffs disrupting strategies and plans. However, amidst the challenges, there were moments of optimism.

While the number of IPOs fell short of expectations, there were notable acquisitions that occurred, such as Church & Dwight acquiring hand sanitizer brand Touchland and Mammoth Brands, the parent company of Harry’s, purchasing diaper brand Coterie. Consumers demonstrated their willingness to spend on emerging trends and products like Labubus, showcasing a healthy appetite for new offerings.

Reflecting on the predictions made at the start of the year, the Modern Retail Podcast team analyzes the impact of mergers and acquisitions, the rise of TikTok Shop, and the influence of tariffs on the industry. One notable trend that stood out in 2025 was the prevalence of private labels, which gained prominence throughout the year.

Additionally, 2025 marked a significant year for major retailers like Costco, Walmart, and Target, as they navigated through transformative changes and evolving consumer behaviors. Amidst the shifting retail landscape, the use of AI emerged as a major trend, shaping various aspects of the industry and enhancing customer experiences.

As retailers adapted to the new economic realities, the year offered a mix of challenges and opportunities. While uncertainties loomed, innovative strategies and agile responses helped businesses stay afloat and connect with consumers in meaningful ways. Despite the disruptions caused by external factors, the resilience and adaptability of retailers were evident, paving the way for future growth and evolution in the retail sector.

Looking back at the events that unfolded in 2025, it is clear that the retail industry faced a unique set of circumstances that prompted innovation and transformation. With lessons learned and insights gained, retailers are better equipped to navigate the ever-changing economic landscape and meet the evolving needs of consumers in the years to come.