Ä¢¹½AV

50% of US adults are likely to cut back on spending at fast food restaurants if tariffs lead to higher prices, according to a February 2025 CivicScience survey.

On today’s podcast episode, we discuss what a tariff even is, what might happen when they’re implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

German ecommerce sales rose 1.1% last year: That’s the first growth in several years despite a tough economy and consumers’ overall gloominess.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

Our take: Luxury brands or other discretionary spending-focused advertisers might skip out on linear eventually since they don’t need to reach lower-income consumers, but companies in sectors like consumer packaged goods can still benefit from making inroads with those who refuse to cut the cord.

This can help the POS provider attract a wider range of customers and cross-sell other features

Infinite Reality’s latest move suggests the metaverse isn’t done just yet: The company is buying virtual shopping platform Obsess in a move aimed at reimagining how brands connect with consumers online.

During its earnings call, Pinterest cited projected softness among key advertising groups like consumer packaged goods companies for its weak Q3 guidance. Our take: Pinterest’s advertising revenues outperformed our own expectations with a delta of 4.0%.

Starbucks to add seating, power outlets to its cafes: Making those locations more welcoming is a vital piece of CEO Brian Niccol’s turnaround strategy.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

Less than 10% of shoppers don’t expect to make any changes to their shopping habits due to tariffs, according to February 2025 data from Numerator.

Wellness is becoming more digital, personalized, and consumer driven, with technology playing a central role in health management, fitness, and self-care.

While BNPL losses remain low, consumers may be overextending themselves, making it harder for consumers to pay off their growing credit card balances

The growing trade war could dim America’s birthday and beyond: With flags and fireworks largely produced in China, July Fourth may be quieter—and holiday gifts scarcer.

On today’s podcast episode, we discuss how department stores are getting on, how they’re evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.

Retail and CPG are buy-side behemoths. Retail and CPG together will represent 44.6% of digital ad buys in 2024. The rapid growth in ad spending in these sectors is the biggest reason for a strong digital advertising outlook in 2024. In 2024, digital ad spending by retailers and CPG firms will increase by more than most other industries.

The pandemic was catastrophic to many downtown QSRs: But demand is returning as workers go back to their offices.

The latest data and insights on spending, KPIs, and key consumer categories marketers need to compete in Mexico’s complex digital landscape.