Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.
Article
| Feb 20, 2025
Best Buy faces stiff headwinds: The consumer electronics giant warned of higher prices due to President Trump’s new tariffs, which will likely crimp demand.
Article
| Mar 4, 2025
California sues to stop tariffs as legal challenges pile up: The state is arguing that Trump lacks the authority to implement the duties, which will cause significant harm to its economy.
Article
| Apr 16, 2025
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—and shoppers have taken note.
Article
| May 9, 2025
It's the ecommerce giant’s first credit card but likely not the last as it competes with Amazon and other ecommerce sites
Article
| Oct 24, 2024
The Big Four data war: Omnicom and Publicis are pulling ahead in AI and productivity tools. How will others respond?
Article
| Apr 17, 2025
The issuers are taking a wait-and-see approach to gauge how Trump’s tariffs will play out
Article
| Apr 15, 2025
This is the Q2 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.
Report
| Jul 2, 2025
TelevisaUnivision is doubling down on young Hispanic audiences: With music festivals, microdramas, and dual-language content built for mobile.
Article
| May 15, 2025
Higher prices could impede volume growth and raise credit card issuers’ delinquencies
Article
| Mar 6, 2025
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.
Report
| Apr 18, 2025
This year, streaming services will finally earn more than traditional TV in subscription revenues.
Report
| Jan 22, 2025
US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.
Article
| Feb 27, 2025
Forecasts
| May 16, 2025
Source: ĢAV Forecast
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| May 16, 2025
Source: ĢAV Forecast
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| Mar 28, 2025
Source: ĢAV Forecast
Trump’s “Liberation Day” tariffs landed harder than expected. Uncertainty remains, given the pause on reciprocal tariffs for countries willing to negotiate with the US—along with an escalating trade war with China. Which markets will take the greatest hits? And how might our US forecasts change?
Report
| Apr 9, 2025
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
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| Mar 19, 2025
Source: ĢAV Forecast
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| Mar 19, 2025
Source: ĢAV Forecast
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| Mar 19, 2025
Source: ĢAV Forecast
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| Mar 19, 2025
Source: ĢAV Forecast
The data point: Constellation Brands expects to take a $20 million hit this fiscal year due to the Trump administration’s aluminum tariffs, CFO Garth Hankinson said on the company’s earnings call.
Our take: Constellation Brands is one of the few companies openly acknowledging the real-time impact of the administration’s policies. With both hardline deportation rhetoric and tariffs hitting at once, the company faces a dual challenge that could weigh heavily on its performance throughout the year.
Article
| Jul 2, 2025
India’s commerce landscape is undergoing rapid transformation, fueled by booming ecommerce, rising mobile shopping, and the growing influence of social media.
Report
| May 9, 2025
The news: Brazil’s central bank rolled out a recurring payments feature to the Pix instant payment system, according to a report from Reuters.
Our take: Pix’s use likely can keep growing steadily if it can target new volume opportunities.
Article
| Jun 18, 2025