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ByteDance restructures TikTok Shop’s US operations: The move reflects growing dissatisfaction with the unit’s performance, as well as a potential change in strategy as uncertainty threatens growth.

Apple’s Fortnite feud, Amazon’s device division cuts, and Apple Music’s new user lure reveal how tech titans are adjusting strategies in a volatile regulatory and consumer landscape.

Alibaba and JD.com tout Singles Day successes, but the data is murky: While transactions rose 27% YoY, the sale was 10 days longer than last year, making it an uncertain gauge of consumer sentiment.

Travel demand is becoming harder to predict: Consumers are waiting until the last moment to make plans as uncertainty complicates spending decisions.

Toys are among the first cuts when consumers feel squeezed: Coupled with shifting tariff policies, that puts Mattel in a tough spot.

Meta revenues up 16% YoY in Q1: The company started the year off on a positive note, but tariffs could foreshadow strife.

Cross-border buyer numbers are rising in Europe as shoppers seek value and variety—but consumer expectations and regulatory changes could challenge future growth.

Tariff uncertainty puts retailers in a tough spot: Merchants are rushing to import goods, risking excess inventory, shortages, or mismatches with consumer preferences.

Tariffs drive ad pullbacks: Temu and Shein reduce US ad spending ahead of policy shift, signaling fallout across ecommerce and social platforms.

Amazon sellers rethink Prime Day participation: With tariffs wreaking havoc on their profits and ability to plan, merchants expect to reduce discounts or skip this year’s sale entirely.

Disney’s domestic parks fueled Q2 strength: International results lagged, but a capital-light Abu Dhabi expansion points to future opportunity.

Trump’s proposed tariffs could add to luxury’s troubles: The move would curb US consumers’ buying power and potentially dampen Chinese consumer sentiment further.

Skechers goes private in challenging time for footwear industry: The $9.4 billion deal will give the company breathing room to navigate punishingly high tariffs.