Companies waste no time hiking prices: The cost of everything from coffee to video game consoles to sexual wellness products is going up, which will prompt shifts in consumer spending habits.
Consumers’ relatively stable financial footing could be undercut by trade war volatility. Already-tight lending standards could lead to a double-whammy for issuers.
Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.
Tariffs threaten innovation’s pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online
On today’s podcast episode, we discuss some of the moves commerce media players have made this year to stand out from the pack, why advertisers are investing in more or fewer media networks, and the main challenges for advertisers when it comes to working with media networks. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Arielle Feger, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.
Shopping mall mainstay Claire’s balances being on trend for Gen Alpha with being a nostalgic brand for parents by leaning into pop culture, putting the right messaging on the right platforms, and staying in constant contact with core consumers.
Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.
US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.
Last week, Amazon made a last-minute offer to buy TikTok, just days before President Donald Trump postponed enforcement of the sale-or-ban law for another 75 days. Reportedly, the bid isn’t being taken seriously, so it’s unlikely the deal will go through. However, the deal is worth considering because it shows how Amazon is trying to maintain its status as the top retail media network and ecommerce retailer in the US.
On today’s podcast episode, we discuss what consumer confidence actually means, which specific economic indicators most significantly impact it, and what all this says about the overall health of retail right now. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian, Senior Analyst Zak Stambor, and Research Associate Professor and Director of the Surveys of Consumers at the University of Michigan Joanne Hsu.
Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.
Mother’s Day campaigns are shifting toward personal storytelling, creator partnerships, and emotionally resonant content to deepen consumer connection. For marketers, it’s a reminder that authenticity and brand values can drive both engagement and sales.
Walmart is upbeat despite tariff turmoil: The retailer expects to take share as shoppers grow more value-conscious.
In today’s episode, we talk about what young people want most from a bank, their favorite alternative investments, and what their parents have taught them about saving for the future. Join the discussion with host and Head of Business Development Rob Rubin, Analyst Lauren Ashcraft and Senior Analyst Grace Broadbent.
China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.
Tariff escalation reshapes Latin America trade: New duties disrupt retail margins, inventory flows, and regional growth forecasts.
Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.
With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold
True Religion, the 23-year-old urban casual lifestyle apparel brand, has maintained relevance by strategically balancing heritage with innovation and leveraging cultural connections, while expanding to new audiences.