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Retailers aren鈥檛 likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.

The big picture: While Tesla has an advantage over most automakers in that it assembles all cars for the US market domestically, it still relies on other countries鈥攊ncluding China and Mexico鈥攆or parts, which will be subject to a 25% tariff starting on May 3.

South China Morning Post. Tech in Asia. YouGov. ZDNet.

The funds will go toward increasing its store footprint and enhancing its ecommerce capabilities, among other things. The investment will create 5,500 jobs, per Caride鈥攁 boost for Mexican president Claudia Sheinbaum as she looks for ways to mitigate tariffs鈥� impact on the economy.

Roughly two-thirds of the $300 million stems from the 145% tariff on China imports, CFO Nelson Urdaneta said on the company鈥檚 Q1 earnings call. Another 10% comes from the reciprocal tariffs, which are wider in breadth and reach than Kimberly-Clark anticipated. And 25% is from the retaliatory tariffs other countries have slapped on US imports.

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform鈥檚 underperformance last year.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

Ecommerce may be hit particularly hard after President Donald Trump ramped up tariffs on China to 245% and announced plans to tighten regulations on de minimis imports from China and Hong Kong鈥攎oves that will likely dampen sales from Chinese-based sellers on online marketplaces operated by retailers like Amazon and Walmart, as well as reduce growth for platforms like Shein and Temu.

The interest in buying phones and computers now is unsurprising, considering that major companies like Apple, Google, Huawei, and Xiaomi manufacture or source those items from China. While most electronics from China currently have a 20% tariff rate, that could rise to the duty that鈥檚 on other goods鈥�145% to 245%.

The news: L鈥橭r茅al saw robust growth in Q1 despite signs of sluggishness in the US market and continued weakness in China. Like-for-like sales rose 3.5% YoY, surging past expectations for 1.3% growth. Strength in Europe and emerging markets like Brazil helped L鈥橭r茅al outperform the broader beauty sector.

No matter when or how they land, President Donald Trump鈥檚 tariffs will shake up retail and digital media.

China turns to stimulus, charm offensive to blunt Trump鈥檚 tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.

Following Trump鈥檚 tariff announcement, Amazon also began canceling some direct import orders from China, according to CNBC. Our take: Tariffs are expected to drive up prices, prompting consumers to adjust their shopping habits by cutting back on discretionary spending and trading down to lower-cost options.

Poshmark and ThredUp may benefit from rising merchant prices on TikTok Shop and Amazon, where many third-party sellers get their items from China. Hubs for online ad spending鈥攊ncluding Facebook, Pinterest, and TikTok鈥攃ould see revenues decline if international companies like Temu and Shein reduce their budgets.

The wallet has pushed to capture more payment volume from inbound travelers to China and Chinese travelers abroad