蘑菇AV

For the first time in its history, the Cannes Lions International Festival of Creativity awarded medals in retail media鈥攁 sign that commerce-driven creativity has fully arrived on the global stage.

Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

Trump鈥檚 tariffs roil the retail industry: Reciprocal measures will touch virtually every sector, leading to higher prices for the consumer.

Plenty of countries in Asia Pacific, notably India. Even I think in Brazil where Netflix has a very large subscriber base, there's still quite a bit of opportunity for growth.

Global personal luxury sales will contract this year: That will be the first decline since the Great Recession as weak spending in China weighs on the broader market.

How time spent with media, device ownership, and media adoption stacks up in South and Southeast Asia.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

How time spent with media, device ownership, and media adoption stack up in East Asia and Oceania.

Trump鈥檚 鈥淟iberation Day鈥� provides little clarity: The tariff announcements, while far-ranging and punitive for the US鈥� largest trading partners, failed to lift the cloud of uncertainty hanging over businesses and consumers.

Drunk Elephant鈥檚 sales plunge as Gen Alpha appeal dims: The brand鈥檚 reliance on the fickle audience has damaged its standing with older consumers.

Lowe鈥檚 expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

The insight: The US is mired in the 鈥渨orst housing market in almost 50 years,鈥� RH CEO Gary Friedman said during the company鈥檚 Q1 earnings call, as high housing costs and economic uncertainty chill demand. Our take: With the sluggish housing market showing few signs of improvement, retailers must lean into any pockets of opportunity they find. For RH, that鈥檚 burnishing its luxury credentials and pushing deeper into hospitality, while Wayfair is leaning on its diverse supplier base. The resilient pro market is another area companies should look to take advantage of as they try to ride out the downturn.

Halting US shipments reflects how tariff volatility is driving inventory risk, pressuring supply chains, and prompting a realignment of go-to-market strategies. Read online

Uncertainty reigns under Trump鈥檚 ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.