蘑菇AV

The president-elect recently said he would impose tariffs of 25% on Mexican and Canadian imports and an additional 10% on Chinese imports. During the campaign, Trump had proposed tariffs as high as 60% for Chinese goods, but business and inflationary concerns could have softened his approach.

"[Amazon] has had a lot more success [with the technology] in small-format stores and retail environments with fewer SKUs and places where time is of the essence.". Amazon plans to open more Just Walk Out stores this year than ever before, adding to over 170 third-party locations at airports, stadiums, hospitals, and more in the US, UK, Australia, and Canada.

They are already sparking layoffs: Stellantis is cutting 900 jobs and pausing production in Canada and Mexico. A big bite out of Apple: In 2023, Apple started accelerating production in India and Vietnam to reduce reliance on China. With those regions no longer serving as viable tariff workarounds, Apple鈥檚 cost mitigation options are narrowing quickly.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Consumers worldwide prefer searching for select non-food retail products online than in-store, according to November 2023 data from Auctane and Retail Economics.

Latin America鈥檚 digital economy will undergo significant changes in 2025 as retail innovation and regulatory changes redefine business dynamics for global and local players alike.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

The company will begin hosting 鈥淶ara Streaming鈥� live shopping shows for shoppers in the US, the UK, Canada, and select European markets 鈥渋n the coming weeks,鈥� CEO 脫scar Garc铆a Maceiras said. Zara will also launch its Pre-Owned platform in the US at the end of October, which will let American shoppers resell, donate, or repair their used garments.

Walmart expands in-store retail media opportunities: The big-box retailer is giving advertisers more opportunities to reach physical shoppers with digital screens, audio ads, and sampling.

Chances to grow: TJX is so bullish about its prospects that it sees a long-term opportunity to add at least 1,300 stores to its global footprint, which includes locations in the US, Canada, Europe, and Australia. The off-price retailer isn鈥檛 alone: Burlington, Ross, and Nordstrom Rack are also in expansion mode as they look to capitalize on shoppers鈥� price-consciousness.

More importantly, the dual rulings have injected more uncertainty into an already fragile retail landscape. The challenging environment is forcing merchants to make high-stakes inventory bets months in advance, with little clarity on trade policy鈥攔aising the risk of excess stock, missed demand, and misaligned assortments.

Reddit has brought on new clients in categories including automotive, pharma, entertainment, and retail in the past 6 months, including names such as Walmart, CVS, H&M, Sephora, Peacock and Netflix.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

The news: The largest theater chains in the US and Canada, including AMC Entertainment, Regal Cinemas, and Cinemark, will invest more than $2.2 billion in upgrades over the next three years. These overhauls will affect more than 21,000 screens, representing 67% of North American box office sales, according to the National Association of Theatre Owners (NATO).

For a deeper dive into the varied adoption rate of AI in banking chatbots in the US, Canada, and the UK, read our report on 鈥淎I in Banking Chatbots.鈥�.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss big brands going out of business: what happens to the brand, the opportunity for competitors, and whether a brand鈥檚 bankruptcy can change consumer behaviors surrounding life milestones. Then, for "Pop-Up Rankings," we rank retailers or brands that are innovating really well and brands that are at risk. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Carina Perkins.

Mattel is banking on in-store retail to uplift holiday sales, while Kimberly-Clark is building its profile through storytelling-driven ads. McDonald鈥檚 drawing customers to its loyalty program thanks to gamified features in its mobile app. Here are three insights from each company鈥檚 most recent earnings and what marketers can learn.

蘑菇AV benchmarks its Canada digital ad spending figures against data from IAB Canada, for which the last full year measured was 2021.

Next up is our UK-based retail specialist and senior analyst Carina Perkins. And I will say to you, Carina, good day. Carina Perkins:. Good day, Bill. And I have also eaten. Thanks. Bill Fisher:. Great. So hi, as it happens. And finally, we have our principal analyst for Canada. It's Paul Briggs. And for you, Paul, I'll say hello and bonjour. Paul Briggs:. Bonjour, Bill. It's great to be here.

Growth won鈥檛 be as strong in China, but retail media will account for a massive 39.3% of digital ad spending鈥攗ltimately pushing retail media鈥檚 global share figure past 20% this year. The US and China will each account for roughly 40% of worldwide retail media ad spending in 2024. Click here to view our full forecasts for retail media ad spending worldwide and retail media ad spending by country.

Amazon Prime Video will introduce ads to its streaming content starting on January 29. The move will leverage Amazon鈥檚 existing ad business and first-party retail media data to deliver ads on video content, something the company already does on Freevee and Fire TV. Here are five charts to prepare advertisers for this change.

Thanks to its growing retail media business, Walmart keeps its top spot on our 鈥淯nofficial Most interesting Retailers List鈥� for April 2024. Meanwhile, newcomer Home Depot and returning member TikTok Shop make the list for equipping advertisers with more data.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.