Retail & eCommerce Trends: Sep 7 - Australia (5 stories)

Sunday, 7 Sep 2025 Weekly Retail & eCommerce Australia

Here is your Weekly summary for Retail & eCommerce across Australia for Mon 1st September - Sun 7th September 2025

Lululemon Athletica's Q2 2025 earnings surpassed EPS forecasts, yet the stock fell sharply due to disappointing US performance, prompting a downward revision of future guidance. This highlights the volatility in retail stocks, where even positive earnings can be overshadowed by broader market concerns. Meanwhile, Guggenheim has reduced Dollar Tree's stock price target to $125, citing tariff worries that could impact profitability. In contrast, Ulta Beauty expressed cautious optimism at the Goldman Sachs Conference, outlining strategic initiatives to navigate the current retail landscape. Additionally, Hong Kong's retail sales rose 1.8% in July, marking a third consecutive month of growth, indicating a potential recovery in consumer spending.

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