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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.

Imports like tequila and Canadian whisky are also expected to become more expensive. Energy costs may climb if the US enacts 鈥渟econdary tariffs鈥� on Russian and Venezuelan oil鈥攄uties that would extend beyond direct imports to products from any country sourcing oil from those nations. Auto prices are likely to rise as 25% tariffs on imported vehicles and parts take effect in April and May.

While Argentina is opening its economy to foreign businesses, Brazil and Mexico are taking steps to curb the growing popularity of Asia-based ecommerce platforms like Shopee, AliExpress, Shein, and Temu. Argentina eliminated tariffs on international ecommerce purchases up to $400 for personal use and raised the tax-exempt purchase limit from $1,000 to $3,000 in December 2024.

The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.

Paysafe鈥檚 iGaming solution is active in the US, Canada, Europe, and a swath of Latin America including Argentina, Colombia, and Mexico. The company has also been beefing up its iGaming capabilities: It launched a pay by bank option in the US in April to make the deposit and payout process quicker. Paysafe鈥檚 Brazil rollout should help it grow in the industry.

Our take: The incoming Trump administration鈥檚 mandate to raise tariffs on China, Mexico, and Canada has already resulted in China banning rare mineral imports to the US, putting companies like Nvidia on the defensive. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

LinkedIn鈥檚 CTV Ads鈥攏ow available for buyers in the US and Canada鈥攄eliver four times better targeting than linear TV, according to iSpot, and now include expanded access to Paramount鈥檚 streaming inventory. New integrations with Adobe Express, Innovid, and Sprinklr simplify campaign creation and cross-screen delivery for video ads.

Inditex bounces back after a rainy summer dented sales growth: The Zara parent reported a strong start to Q3 as shoppers responded positively to its product assortment.

FAQ: US-Canada Trade War (蘑菇AV subscription required). FAQ: How Trump Tariffs on Latin American Imports Will Affect US Brands (蘑菇AV subscription required). Methodology: Data is from the November 2024 RetailNext report titled "Consumer Sentiment Survey." 1,056 US adults ages 18-64 were surveyed online during August 21-23, 2024.

Its Old Navy label gained share with lower-income shoppers in Q4, while Gap won over middle- and high-income consumers.

Canadian Prime Minister Justin Trudeau resigned as the country scrambled to respond to Trump鈥檚 threats. India is mulling subsidies to lure consumer electronics manufacturers from China. Meanwhile, China鈥檚 policymakers are dusting off old strategies鈥攍ike allowing the yuan to weaken鈥攖o blunt the impact of impending tariffs.

奥补濒尘补谤迟鈥檚 ecommerce business is gaining momentum. Ecommerce now accounts for 18% of 奥补濒尘补谤迟鈥檚 global sales; the channel grew 20% YoY in the US alone in Q4, helped by its expanded marketplace assortment and investments in faster, more efficient delivery.

At the same time, companies have to make sure their security measures don鈥檛 add too much friction to the ecommerce experience. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

WPP recently lost Coca-Cola鈥檚 US and Canada media business to Publicis Groupe, though it retained global media duties. Losing Coca-Cola鈥檚 US business still dealt a major blow, exacerbating WPP鈥檚 struggling stock price鈥攚hich declined to a four-year low鈥攁nd ongoing investor skepticism.

The news: Disney Advertising and Magnite built out their US offerings and expanded their global ad-supported automated inventory across Canada, Latin America, and select regions in the Middle East, Africa, and Europe. US advertisers will now have access to more than 35 demand-side services for Disney platforms.

German grocery retailer Lidl launched a TikTok Shop pop-up in the UK, marking one of the first major grocery retailers to experiment with TikTok鈥檚 ecommerce capabilities.

That hasn鈥檛 escaped 蝉丑辞辫辫别谤蝉鈥� attention, as consumer sentiment declined in January for the first time in six months, despite a fifth consecutive month of improving personal finance assessments, per the University of Michigan. The downturn affected all income, wealth, and age groups, reflecting growing concerns about inflation and unemployment risks.

Movie theaters still rely heavily on TV advertising, with 51% of Canadian and 47% of US adults noting it as their primary source for movie promotions鈥攂ut social media is closing the gap. Content discovery habits further highlight this shift. While 58% of adults choose new shows or movies based on friends' recommendations, online reviews (38%) and TV commercials (33%) remain significant influences.

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.

But France鈥檚 programmatic market is still biased toward nonmobile due to consumers鈥� slight preference for desktop ecommerce over mcommerce. In North America, connected TV (CTV) is carving out a slice of programmatic display ad spending.