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Ulta lost beauty market share for the first time in 2024: The retailer is relying on a new marketplace, enhanced omnichannel experiences, and international expansion to recover sales.

Despite having little presence in China, Google faces an antitrust probe amid a rising trade war, suggesting regulatory pressure could be used as a geopolitical bargaining tool.

US restaurant sales rose just 1.5% YoY in February: That鈥檚 one of the troubling signs in February鈥檚 weaker-than-expected retail sales numbers.

A $750 billion drop in market value reveals investor unease, with tariffs and recession worries putting pressure on consumer spending, marketing budgets, and tech margins.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.

The explosion of softPOS is reshaping the POS landscape and forcing hardware and software providers to pivot

On Running鈥檚 marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.

Unilever invests big in social channels: The company plans to spend half of its media budget on a new strategy that puts influencers front and center of its marketing.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports鈥攁nd shoppers have taken note.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

Facing global trade tensions, Apple is pumping billions into US-based production鈥攑otentially sweetening the deal for future tariff exemptions.

President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.

In 2024, revenue growth will increase by single digits in Europe and North America and double digits in Latin America and Asia, according to Skift鈥檚 鈥淕lobal Travel Outlook 2024鈥� report. The airline industry is charting the course for a 12% revenue climb in 2024, with cruises buoying up by 11%. Leisure and business digital travel sales show sizable growth.

"Severance" drives record Apple TV+ engagement: The streamer saw a 126% surge in new subscribers, proving the impact of high-quality original content.

The Washington Post backs out of six-figure 鈥淔ire Elon Musk鈥� ad: The decision raises questions about when鈥攐r if鈥攂rands should weigh in on political issues.

This year, streaming services will finally earn more than traditional TV in subscription revenues.

Wonder acquires a media company, Unilever dedicates more spend to influencers, and Ulta launches a third-party marketplace. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

Amid real challenges, retailers get a glimmer of good news: Retail sales rose 4.2% YoY in January, and spending at restaurants and bars jumped 5.4% YoY.

Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.

Latin America overindexed in time spent with social media/messaging at 3:25 daily, 65 minutes more than the global average. And respondents in East Asia and Oceania spent significantly less time daily with desktops/laptops/tablets than every other region, at 1:29 daily; it was less than half the time spent in many regions in the GMI. What does the peak in time spent with media mean?

A trade war with the US will hinder economic performance in Canada this year. Ad spending overall is expected to lose the momentum gained in 2024. But many digital formats will benefit from the emphasis on return on ad spending.

Chipotle and Taco Bell鈥檚 same-store sales grew around 5% in Q4: Chipotle鈥檚 smoked brisket and Taco Bell鈥檚 nostalgic menu items proved to be customer magnets.

Trump is reportedly scaling back tariff plans: While he may not implement a 20% tariff on everything imported into the US, the still-vague plans are already having ripple effects.