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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.

Instead, shoppers are prioritizing essentials like flour and sugar and fresh foods around the store perimeter, General Mills CEO Jeff Harmening said. His comments echo similar insights from other consumer packaged goods companies, including PepsiCo.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

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

As a result, more than a third (34%) of ecommerce retailers in the UK, US, Australia, Canada, Germany, France, Italy, and Spain plan to increase their delivery charges in 2024, per a November 2023 study by ShipEngine and Retail Economics. But consumers don鈥檛 want to pay extra for delivery.

In Canada, it's nine in 10 people in the population,鈥� our analyst Bill Fisher said on an episode of 鈥淏ehind the Numbers.鈥� 鈥淭his is a really, really valuable piece of advertising real estate.鈥�.

Toys are a discretionary purchase that shoppers can easily put off. That helps explain why Hasbro expects toy industry sales to be 鈥渞elatively flat.鈥�. Looking ahead: While Hasbro鈥檚 Q4 results beat analysts鈥� expectations, its revenues still fell 15% YoY.