The news: A wave of cyberattacks is sweeping through the retail industry, with Cartier and North Face the latest to report breaches. Both companies recently notified customers that their names and email addresses had been stolen, although financial information remained secure.
Our take: The surge in cyber incidents is coming at the worst possible time for retailers, who are already dealing with extreme upheaval in their supply chains and looking for any opportunity to cut costs. But M&S’ cautionary tale should be a wake-up call for companies to invest in cybersecurity.
Article
| Jun 4, 2025
Forecasts
| Jun 18, 2025
Source: ĢAV Forecast
Forecasts
| Jun 18, 2025
Source: ĢAV Forecast
Forecasts
| Jun 18, 2025
Source: ĢAV Forecast
The news: The UK economy contracted by the most in 18 months in April due to the twin pressures of tariffs and tax increases.
Our take: The UK economy’s contraction in April sets the stage for another year of tepid growth. Despite a highly publicized (and yet to be finalized) trade deal with the US, macroeconomic uncertainties are set to weigh heavily on corporate and consumer sentiment, while rising household and business expenses will limit investment and consumer spending.
Article
| Jun 12, 2025
The expansion is designed to make India a strategic manufacturing hub—serving both the domestic market and global platforms like Shein’s US and UK websites—as rising tariffs and geopolitical tensions complicate Chinese sourcing. The context: Shein first launched in India in 2018, but its app was banned in 2020 during a broader crackdown on Chinese tech firms.
Article
| Jun 9, 2025
This is the first installment of our “U Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 30, 2025
The United Arab Emirates (UAE) is a fast-growing and lucrative ecommerce market. To tap into growth in the country, retailers and brands need to understand what motivates consumers.
Report
| Apr 3, 2025
Brazil’s digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.
Report
| Mar 13, 2025
Amazon has invested over $8 billion in Anthropic. The startup uses Amazon Web Services (AWS) as its primary cloud provider and training partner, and Amazon offers Anthropic’s Claude on Amazon Bedrock. Why does it matter? Regulators may be concerned that tech giants are cornering talent from AI startups through evasive deal-making, especially as AI-skilled workers are in high demand.
Article
| May 23, 2025
US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.
Article
| May 19, 2025
Both of those figures are significantly higher than the 3.8 million monthly users in the UK, an ecommerce market that’s over 18 times the size of these two markets combined. Estimates show Shein as a leading apparel retailer in the region.
Report
| Feb 18, 2025
According to the Yale Budget Lab, which factors in the China and UK tariff rollbacks, prices are expected to rise 1.7% in the short term, adding about $2,800 in annual costs per household—enough to make many consumers think twice before reaching for their credit cards.
Article
| May 13, 2025
Under that (yet-to-be-ratified) agreement, the UK can export 100,000 autos annually to the US with tariffs of just 10%—which is more than the country exported to the US last year.
Article
| May 12, 2025
The US and UK tout a trade agreement—with a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it’s not a done deal.
Article
| May 8, 2025
While facial recognition may hit roadblocks in the UK and the EU, looser regulations in the US could allow a free-for-all on data collection.
Article
| May 8, 2025
Both companies are increasing ad spend in Europe, especially in the UK and France—although such relief may be short-lived, given that both countries are also considering crackdowns on de minimis imports.
Article
| May 7, 2025
The news: UK retailers are reeling from a series of cyberattacks that hit operations at Marks & Spencer, Harrods, and Co-op. In addition to exposing sensitive customer data to bad actors, the hacks have upended operations, resulting in empty shelves and stalled ecommerce sales.
Article
| May 6, 2025
Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.
Report
| Jan 27, 2025
The news: DoorDash made a $3.6 billion offer to acquire UK-based delivery platform Deliveroo earlier this month, a move that would vastly expand its international business. While discussions between the two companies are ongoing, Deliveroo said it would be inclined to recommend the offer to its shareholders. DoorDash has until May 23 to submit an official bid, per UK rules.
Article
| Apr 28, 2025
Shein stumbles under UK regulators’ scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.
Article
| Jan 27, 2025
The UK is home to the highest proportion of startups in Europe and Israel, per a June 2024 report by Accel and Dealroom—but French-founded genAI companies have raised the most funding of $2.29 billion, ahead of UK ($1.15 billion) and Germany ($636 million). Predictions. Strategic partnerships with technology vendors will be a key priority in 2025.
Report
| Dec 11, 2024
Report
| Dec 9, 2024
OTT video is popular whether it’s free or paid. Every global region and country we track is engaged with these platforms, some very deeply. But new viewers will be hard to find.
Report
| Dec 9, 2024
Forecasts
| Dec 24, 2024
Source: ĢAV Forecast