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through retail media networks that may not appear on ecommerce sites or apps.

New tariffs and policy uncertainty are raising prices, stalling guidance, and pushing shoppers toward discount channels, especially in ecommerce and essential goods. Tech companies face rising regulatory and tariff pressure.

The news: Lululemon beat earnings expectations and met revenue forecasts in Q1, but softening demand in its core Americas market cast a shadow over the results. Our take: Even premium brands aren’t immune to macro pressures. As consumers grow increasingly cost-conscious, discretionary purchases—especially those with big price tags—are easy for consumers to postpone. Lululemon’s challenge now is not just product innovation, but convincing shoppers its value proposition is worth the premium.

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.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

The US could be the only country to experience a drop in foreign travel spending this year: Tariffs, uncertain travel policies, and a boycott by Canadian and Mexican travelers may cost the economy $12.5 billion.

Tim Hortons, for instance, gained traction in Q2 with initiatives like freshly cracked Canadian scrambled eggs, a $1 donut-and-coffee deal, and a new breakfast meal co-created with actor Ryan Reynolds. Krispy Kreme, by contrast, is prioritizing financial stability over aggressive growth.

Only the Venmo Credit Card offers similar automation, but the Venmo card isn’t available in Canada. And there’s no comparable card in the Canadian market. Our take: The CIBC Adapta card will help the issuer keep up with shifting consumer preferences. The CIBC card should be attractive to consumers in Canada given their love for cash back rewards.

Need for speed: 71% of consumers in the US, the UK, and Canada said short wait times make them feel the most respected by a company, per Five9, though some worry it signals a lack of interest in customer satisfaction.