Anticipated tariffs are speeding up purchasing decisions, revealing a tension between economic caution and the desire to avoid future markups.
Article
| Apr 18, 2025
YouTube’s Shorts push favors quick hits over deep engagement, leaving influencers to balance reach with revenue in an uncertain ad economy.
Article
| Apr 17, 2025
Consumer spending surged in March: But the rapid decline in consumer sentiment and likely surge in inflation is sure to slow that momentum in the coming months.
Article
| Apr 16, 2025
Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US‑China trade war is likely to curb spending in the months ahead.
Article
| Apr 16, 2025
As TikTok sits in limbo, ByteDance bets on Seed-Thinking-v1.5, a smarter reasoning model, to carve out a distinct place in a crowded, high-stakes LLM market.
Article
| Apr 16, 2025
Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.
Article
| Apr 15, 2025
Despite skyrocketing adoption and falling costs, most companies are stuck with small wins—highlighting a need for sharper, use-case-driven strategies.
Article
| Apr 14, 2025
2025 could be another tough year for luxury companies: LVMH’s rough Q1 reveals considerable challenges as US spending drops.
Article
| Apr 14, 2025
JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.
Article
| Apr 14, 2025
Australia’s digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals trends shaping digital spending, retail sales, and more.
Report
| Apr 11, 2025
UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.
Article
| Apr 11, 2025
TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.
Article
| Apr 11, 2025
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
Article
| Apr 11, 2025
Meta under fire on multiple fronts: Teen-targeting claims, a high-stakes FTC trial, and Chinese advertiser pullback could reshape the company’s ad model.
Article
| Apr 10, 2025
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.
Article
| Apr 10, 2025
Facing a steep 145% Chinese import duty, HP, Dell, Lenovo, and Nintendo are pulling back, risking supply gaps to dodge consumer backlash
Article
| Apr 10, 2025
Trump’s “Liberation Day” tariffs landed harder than expected. Uncertainty remains, given the pause on reciprocal tariffs for countries willing to negotiate with the US—along with an escalating trade war with China. Which markets will take the greatest hits? And how might our US forecasts change?
Report
| Apr 9, 2025
The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.
Report
| Apr 8, 2025
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.
Article
| Apr 8, 2025
Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.
Article
| Apr 8, 2025
With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold
Article
| Apr 8, 2025
If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown
Article
| Apr 8, 2025
Chart
| Apr 7, 2025
Source: International Data Corporation (IDC)
China’s retaliation rattles markets, but Big Tech could offset losses by leaning into AI, services, and subscriptions—if consumers still bite.
Article
| Apr 4, 2025
TikTok receives another 75-day extension: As Trump signs a second executive order to keep the app alive, its future remains murky.
Article
| Apr 4, 2025