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The retailer鈥檚 emphasis on chasing trends allows it to both stay relevant with shoppers and minimize excess inventory. Just 5% to 6% of Abercrombie鈥檚 US inventory comes from China, with negligible imports from Mexico and none from Canada, limiting the direct impact of tariffs.

Imports from the EU and Mexico will be subject to 30% tariffs starting on August 1, unless a trade deal is reached prior to the deadline. 50% tariffs on imports from Brazil are also scheduled to take effect on August 1鈥攚hich, if implemented, could have a profound effect on prices for grocery staples like coffee and orange juice.

Go further: Read our Beauty Ecommerce 2025 report.

Dig deeper: To learn more about how tariffs will roil the retail landscape, read our Retail & Ecommerce Briefing鈥檚 analysts鈥� take.

Remittances from the US to Mexico, the largest remittance corridor globally, are slowing Western Union said. Migration across Latin America is down, damping remittance volume. Lower contributions from Iraq also hurt Western Union. The bigger picture: In the wake of slowing remittance growth, the company is focusing on new avenues to drive revenues鈥攍ike its financial media network (FMN).

However, the Indian ecommerce market faces its own challenges: a large segment of the population struggles to afford even basic necessities, let alone discretionary purchases.

Three of Latin America鈥檚 most prominent retail and ecommerce players鈥擬ercado Libre, Falabella, and Walmart Mexico鈥攚ere among the leaders of the fastest-growing companies ranked by digital advertising revenues. Tesco launched Tesco Media and Insight in November 2021, powered by its data science and loyalty division, dunnhumby.

Higher tariffs on goods from Canada, Mexico, and the EU will also drive up prices for staples like produce, olive oil, and cheese. Our take: June鈥檚 CPI data shows the toll tariffs are beginning to take on consumers鈥� buying power.

Search will account for 64.0% of retail media next year, as it is heavily tied to product discovery on ecommerce sites. Display will make up 25.0% of retail media ad spending, 11.0% of which will be video. In-store advertising makes up a small but growing share of dollars spent.