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厂丑辞辫辫别谤蝉鈥� affinity for the brand is extending beyond its distinctive shoes: Apparel sales topped CHF 100 million ($113.6 million) in 2024, although they remain a tiny fraction of overall revenues. Looking ahead: On is the rare brand to be optimistic about its 2025 performance. The company expects sales to grow 27% YoY and is encouraged by a strong start to the year.

Zooming out: The Latin American ecommerce giant posted mixed overall results:. Q2 revenues rose 37% YoY to $6.79 billion, beating the $6.66 billion estimate. GMV climbed 20.6% to $15.26 billion. Unique active buyers hit 71 million, up 24.6% YoY.

Clover launched in three new markets鈥擝razil, Mexico, and Australia鈥攊n 2024, which helped propel this growth. This European push will further support payment volume and revenue growth. The bigger picture: Clover also rolled out new products last year, which it can now market across Europe.

Many TikTok Shop sellers are also China-based or ship from China. The tariffs could weaken consumer spending power. As of this writing, the de minimis exemption remains in effect. But some tariffs, including those on steel and aluminum, have been implemented and expanded to include more countries than China, Mexico, and Canada.

The situation: Sky-high tariffs on goods from China and the end of de minimis shipments from China and Hong Kong pose a fundamental threat to ecommerce giants like Shein and Temu, as well as countless sellers relying on Amazon and other marketplaces. The new duties are already triggering major changes.

Consumers were from 18 countries, namely Australia, Brazil, Chile, Colombia, France, Germany, Hong Kong, India, Indonesia, Italy, Japan, Mexico, Philippines, Singapore, Spain, Thailand, the UK, and the US.

These tariffs鈥攁nd the potential for additional duties on goods from Mexico, Canada, the EU, and elsewhere鈥攃ould significantly shift consumer behavior. According to a Numerator survey, only 9.4% of US consumers expect tariffs to have no impact on their shopping habits, while many plan to adjust by hunting for sales or coupons (41.4%), buying fewer imported goods (30.5%), or delaying purchases (22.3%).