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This was a day after President Donald Trump levied tariffs on China, Canada, and Mexico. The 25% US tariffs on Canada and Mexico were put on hold pending negotiations, but the 10% tariff on all Chinese products took effect Tuesday. Another day, another Google probe: The company has its hands full with its search and ads divisions facing antitrust investigations in the US and the UK.

Argentina's ongoing macroeconomic challenges and triple-digit inflation rates have curbed online consumer spending. However, pockets of growth opportunities still exist.

Streamlining operations: Chipotle estimates that the Trump administration鈥檚 tariffs on Mexico could add a 60 basis point increase to its cost of sales if they take effect. To offset rising costs, the company is streamlining operations with new kitchen technology, including:. A produce slicer to speed up prep time. More efficient planchas, rice cookers, and fryers to improve productivity.

To keep up this momentum, Clover launched in three new markets鈥擝razil, Mexico, and Australia鈥攊n 2024 and expanded its merchant network. In Q4 alone, CloverSport partnered with new venues like TD Garden and the Milwaukee Brewers鈥� American Family Field. And Clover Restaurant partnered with a hotel operator on 2,000 hotel-based restaurants.

President Donald Trump鈥檚 executive orders on new tariffs against China, Canada, and Mexico eliminate the 鈥渄e minimis鈥� exemption, which had allowed tariff-free shipments of goods valued under $800 per recipient per day. This will create major headwinds for Shein, Temu, and other retailers shipping directly from China, even as they work to diversify their supply chains.

Inflation could rise even higher if Trump makes good on his threat to impose tariffs on Mexico, Canada, and the EU, which could hurt retailers like Levi Strauss that have supplier facilities around the globe. Consumer sentiment is falling. Confidence hit a seven-month low in early February, as shoppers across the political spectrum brace for higher prices, per the University of Michigan.

Less than 1% of its inventory is sourced from China, while roughly 5% comes from Mexico, making it less exposed to the first batch of tariffs President Donald Trump has threatened to impose. Our take: Levi鈥檚 is right to be cautious about the year ahead, given the enormous amount of uncertainty surrounding tariffs and their potential impact on consumer spending.

Following his inauguration, Trump promised 25% tariffs on Canada and Mexico starting February 1, which could lead to costlier claims for auto insurers. But the president appears to be walking back some of his campaign promises of sweeping tariffs, per Bloomberg.

Even without the uncertain outlook for US electric vehicles, proposed tariffs on imports and materials from China, Canada, and Mexico could cause auto prices to rise significantly, complicating an already challenging environment for auto sales. We expect US automotive total media ad spend to hit $31.77 billion this year, up from $29.48 billion in 2024.

A 25% import tax reshapes car manufacturing, penalizing even US assembly and likely triggering consumer price hikes and marketing budget cuts.