Forecasts
| Dec 24, 2024
Source: Ä¢¹½AV Forecast
Forecasts
| Dec 24, 2024
Source: Ä¢¹½AV Forecast
That said, the volatility may be driving short-term spending: March electronics and appliance store sales rose 5.9% YoY, according to the CNBC/NRF Retail Monitor, as consumers rushed to buy before potential price hikes. But that bump is likely to be brief—just a blip in a much more sobering retail outlook.
Article
| Apr 14, 2025
Chart
| May 1, 2025
Source: Ä¢¹½AV
With more than 76,000 employees and $50 billion in sales in 2024, Mercado Libre commands a market-leading presence in Latin America. These five charts demonstrate how the ecommerce giant continues to drive economic growth, financial inclusion, and digital transformation across the region. Mercado Libre is the largest ecommerce player in Latin America.
Report
| Dec 20, 2024
The challenge: Constellation Brands—parent company of Modelo, Corona, and Pacifico—imports all its beer from Mexico, with its beer portfolio accounting for 78% of net sales in FYQ4. As a result, the company has been hit hard by the Trump administration’s 25% tariff on imported canned beer and empty aluminum cans.
Article
| Apr 10, 2025
Levi Strauss excludes tariff impact from forecast: The uncertainty and upheaval from the latest duties are making it impossible for the retailer to nail down a mitigation strategy.
Article
| Apr 8, 2025
X poised for ad sales growth for the first time under Musk: While we forecast sales being up 17.5% this year, the platform still has a long way to go.
Article
| Mar 31, 2025
Amazon Prime Day will be twice as long this year: The four-day sales event should boost sales and ad revenues, but growth will be hard to sustain long-term.
Article
| Mar 27, 2025
A renewed interest in minimalist clothes might work in Prada’s namesake brand’s favor, but it could tank Versace’s already pressured sales. That could explain why Versace’s asking price has reportedly been slashed by one-third to €1 billion ($1.08 billion). An uncertain outlook: President Donald Trump’s tariffs are a considerable threat to luxury fashion—as they are to virtually every industry.
Article
| Apr 7, 2025
Report
| Nov 26, 2024
Report
| Nov 21, 2024
The severity of the reciprocal measures could suggest they are a short-term bargaining tactic meant to prod countries into agreeing to certain measures—like the sale of TikTok’s US business in China’s case.
Article
| Apr 3, 2025
Over the past year, Amazon has launched programs with Meta, Pinterest, Snap, and TikTok to integrate shoppable Amazon ads onto the social platforms. How should retailers get started on the path to unified commerce?
Report
| Nov 18, 2024
Domino’s inks deal with DoorDash to expand delivery reach: The partnership will put the pizza chain on track to reach its goal of $1 billion in sales from aggregator platforms by 2026.
Article
| Apr 2, 2025
On his first day in office, President Donald Trump revoked the Biden-era target for EVs to make up half of new car sales by 2030 and halted billions in funding for charging infrastructure and battery plants. Demand also took a hit from the wildfires in Los Angeles, which disrupted consumer activity in one of EVs' most important markets.
Article
| Apr 2, 2025
The strategy: QVC is betting on TikTok to offset the decline of linear TV, which is causing the retailer to hemorrhage customers and sales. QVC and HSN reached 44% and 37% fewer viewers, respectively, in 2024 compared with 2018, CEO David Rawlinson said during the company's Q4 earnings call.
Article
| Apr 2, 2025
Same-store sales rose 4.6% YoY through March 24, following a strong 6.9% increase in Q4—a notable streak given the broader consumer slowdown. Looking ahead, the company expects to keep its foot on the gas, forecasting annual revenue growth of around 20%, fueled by mid-teens new shop expansion and low single-digit same-store sales gains.
Article
| Apr 1, 2025
Estée Lauder downplayed the impact of China’s gray market crackdown on sales, lawsuit alleges: The beauty company is accused of misleading investors about the severity of the headwinds it faced.
Article
| Apr 1, 2025
Chart
| May 1, 2025
Source: Ä¢¹½AV
Why it matters: In a tight spending environment, Chipotle’s ability to turn a faux holiday into a legitimate sales driver demonstrates the remarkable, lasting power of clever, timely marketing. The brand created a moment that others now feel compelled to play into—proof that, when done well, hype still sells.
Article
| Mar 31, 2025
Our forecast expects sales to rise 19.5% this year—mostly because of TikTok Shop’s ascendancy, but also because Amazon’s partnerships with Meta, Pinterest, Snap, and TikTok are eliminating some of the major barriers to social buying. Having Walmart or Amazon power in-app checkout could help relieve shoppers’ qualms about sharing personal and payment information with social platforms.
Article
| Mar 21, 2025
Article
| Mar 24, 2025
TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.
Article
| Mar 28, 2025
Twenty-seven percent are holding off on big-ticket items over $500, while nearly 1 in 5 (18%) who plan to buy major items are waiting for a sale.
Article
| Mar 26, 2025