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And Amazon has an e-commerce dominance that no retailers can even come close to matching. But when we think about retailers taking their really valuable data and activating that away from their websites in a way that still allows customers, or sorry, advertisers to reach that retailer's customers and then understand the outcome, that's a really exciting proposition.

Boosting its iPhone stocks can temporarily delay the effect of tariffs in the US, although it remains to be seen if Apple can sustain demand until the iPhone 17 launches in the fall. Apple is also scaling up iPhone production in India. Half of that country鈥檚 25 million unit production could be rerouted to the US to satisfy demand, per TechCrunch. How much more can iPhones cost?

The news: Many US adults, especially Gen Zers, are feeling pressure to purchase tech items ahead of expected tariff-led price hikes. 38% of consumers feel influenced to buy tech before costs rise, per CNET鈥檚 2025 Tariff Survey. That pressure has led 11% of shoppers to buy a high-ticket item over $500, though 27% said they will delay big purchases. What鈥檚 at the register?

Delta Air Lines, for example, withdrew its full-year forecast this month鈥攂ut noted that solid premium demand was a bright spot for the company.

Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.

Meanwhile, consumers can turn to platforms that sell US-based inventory to manage price hikes. This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.

We have hard economic indicators and we blend that together to try and gauge where things are headed or try to forecast where things are headed. And so they align somewhat, and you don't have to go that far back, just go back to the Biden administration to see how consumer sentiment does or does not align.

Click below to view our full forecasts featured in this report:. US digital ad spending. US programmatic ad spending. Report Outline: The First-Party Data Opportunity. Section 1: The first-party data opportunity. Background: First-party data is collected by ad buyers and ad sellers directly from their owned and operated channels.

Digital audio consumption continues to grow in the US. Younger audiences are leading the way, adopting platforms like Spotify and audio content like podcasts.

The news: PayPal is rolling out PayPal Ads in the UK a year after launching the solution in the US, per a press release. PayPal Ads will launch in phases, with ads first visible to customers in July. The solution will allow merchants and brands to offer personalized ads to relevant PayPal customers based on the payment player鈥檚 shopping intent and transaction data.

Almost 45% (44.9%) of US children under 12 play digital games, according to our November 2024 forecast. 65% of US children under 14 played Roblox in 2024, a growth of 31 points from 2020, according to a September 2024 report from CivicScience. 48% of US Gen Zers played Roblox in 2024, per CivicScience.

US consumer travel spend exploded after pandemic lockdowns were lifted. But inflation has taken a toll, and consumers have exhausted the excess savings they had accumulated through 2021. Still, airlines are expecting a much stronger 2025. They had a strong close to 2024: In December, Southwest raised its Q4 2024 revenue forecast from a 3.5%鈥�5.5% increase YoY to a 5.5%鈥�7% increase.

There are 49 million US adults without conventional credit scores. Of those, nearly 19 million would be viable card prospects, per an analysis from Oliver Wyman conducted for Experian. We forecast credit card digital account openings will total 36.3 million in the US this year, growing 4% YoY.

Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today鈥攁nd how they could potentially be resolved.