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Stormy seas: The struggles at Primark and Poundland are particularly noteworthy given that both should鈥攊n theory鈥攂e poised to benefit from cautious spending trends, particularly as more retailers threaten to raise prices to counter rising insurance and labor expenses. But the slide in consumer confidence has led to a sharp pullback in discretionary spending. Holiday sales were subdued.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here鈥檚 how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

HBO's hit show 鈥淭he White Lotus,鈥� is extending its off-screen influence with a series of retail partnerships. Though the show revolves around miserable rich people on vacation, it keeps viewers engaged with fashion, scenery, and unattainable luxury. Brands including Banana Republic, H&M, and Kiehl鈥檚 have seized the opportunity.

Media habits in Canada have changed, favoring digital across all formats. The GMI report for Canada is a single source for quantifying the pace of change in time spent with media, media adoption, and device ownership.

Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.

Geopolitical tensions: Even though Houthi attacks in the Red Sea no longer attract headlines, tensions haven鈥檛 dissipated and risk remains. That鈥檚 forced shipping operators to reroute vessels, resulting in longer shipping times and significantly higher costs. Our take: Retailers are facing rising costs. While some may absorb a portion, many will pass the increases on to consumers.

How time spent with media, device ownership, and media adoption stacks up in the United States.

Meanwhile across other Southeast Asian markets, namely Singapore and Thailand, the ecommerce share of retail sales dipped in 2023 as offline activities gradually returned to pre-pandemic levels, and that share will remain flat in 2024. To view the full forecast, click here.

Exclusive events鈥攅ven when cardholders have to pay to access them鈥攈ave helped the brand make big gains with Gen Z and millennials.

Hurricane-force headwinds force Shein to slash its valuation: The retailer鈥檚 business model is under scrutiny amid mounting pressures in the US and EU.

China鈥檚 manufacturing expertise is difficult to compete with: That has led some retailers to rethink supply chain diversification even as India, Latin America, and Vietnam gain traction as production hubs.

Exclusive experiences like this are helping Amex to win over millennials and Gen Zers

Sustainability awareness is high in Asia-Pacific, where the majority of consumers are open to spending more on eco-friendly products. How can brands and retailers capitalize on the green opportunity鈥攚hile also doing good for the environment?

Prada nears 鈧�1.5 billion deal to acquire Versace: The move would give the luxury company broader appeal as spending cools.