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The era of tariff-driven trade uncertainty is far from over: A flurry of legal decisions have thrown the administration鈥檚 trade policies into limbo, even as many duties remain firmly in place.

NBC News now expands: The service is bringing 24/7 free streaming to Mexico, Brazil as digital news consumption soars across Latin America.

Domestic retailers in smaller markets, like Canada, have been slow to develop ecommerce channels, resulting in Amazon's dominance. Canada鈥檚 lag was acute in the past decade, especially versus the US. Though domestic retail has now developed advanced ecommerce channels, Amazon鈥檚 outsize share of sales persists. Survey says: Thumbs up for retail media.

After acknowledging recent missteps, Ulta is launching a curated third-party marketplace and improving personalization in its ecommerce experience. Wolff noted it's a smart retail media move, echoing strategies used by Best Buy and Amazon.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

Netflix鈥檚 Q4 revenues rise 16%: Record 19M new subscribers boost ad-tier uptake and live sports engagement.

The fintech wants to capitalize on the country鈥檚 rapidly digitizing payments market, but competing against both homegrown and other global players won鈥檛 be easy

Mobile wallets are the fastest-growing payment method for ecommerce and point-of-sale transactions worldwide, per March 2024 data from Worldpay. Mobile wallets make it easy for consumers to purchase items at events, where carrying physical cards may be inconvenient. They also reduce friction by removing the need to enter pins or sign a receipt.

Because if you're on a Costco property, you're most likely a Costco shopper, but not the category shopper. Depends on if they're onsite or offsite. But then there are the ones that they're trying to win back, which are the lapsed customers. Then there are the ones that they know have left, recently left, or are in the process of leaving and all the signs are pointing towards that.

Go further: Read our Chinese Ecommerce in the US report.

Omnicom, meanwhile, is proving it can generate meaningful growth from tools like Omni AI, particularly in performance-heavy areas like ecommerce and CRM. WPP鈥檚 clean room approach is technically sound, but it risks missing the moment if marketers continue to demand identity-based activation that moves beyond anonymized insights.

The top two reasons shoppers worldwide buy directly from brands are a better price (53%) and free delivery (49%), followed by fast and convenient delivery and free returns (both 36%), according to Wunderman Thompson.

Getting cash back is the leading motivator for opening a new credit card, according to 42% of adults worldwide, per January 2024 data from Kantar.

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

Our Christmica gift shopping as we call it in my mix household. So as I was shelling out dollars upon dollars, it occurred to me or I decided to ask ChatGPT the question of who in the world or where in the world do they spend the most on Christmas gifts? I did ask for Christmas.

It鈥檚 now disrupting social commerce with TikTok Shop, which is especially evident in Southeast Asia. TikTok has had a tumultuous global ascent. The social platform has been banned in India since mid-2020 and now faces an uncertain future in the US. This year, for the first time, its worldwide user growth rate will fall to single digits, per our forecast.

In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs. Here鈥檚 how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.

Next is our Senior Retail Analyst covering Latin America, Matteo Ceurvels. Hello, Matteo. Matteo Ceurvels:. Hello, Bill. Great to be back on the show. Bill Fisher:. Great to have you. And finally, we have our Principal Analyst for Canada, Paul Briggs. Hi there, Paul. Paul Briggs:. Hey, Bill. It's great to be back on the podcast. Bill Fisher:.

Shein stumbles under UK regulators鈥� scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

So Ulta is launching a marketplace for select invited brands and they're also adding some more personalization to its e-commerce business. Ulta's new CEO has acknowledged that the company made several self-inflicted mistakes recently and they lost beauty share last year. She's hoping that these changes will help elevate the guest experience. Sara Lebow:.

Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.

Dorsey said Block was eyeing regions where the population with internet access will grow the fastest鈥攊ncluding Africa, Latin America, Asia, and Oceania. Artificial intelligence. Block plans to introduce machine learning across all its products and services, according to Dorsey, to improve efficiency and create new features for customers.

Worldwide ad spend will grow 9.0% this year, according to our March 2024 forecast. Its growth is primarily bolstered by digital ad spend, which will increase 12.2% YoY.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

56% of adults 18 to 24 in select countries have used ChatGPT, but that number decreases as people get older, according to April 2024 data from YouGov and Reuters Institute for the Study of Journalism at the University of Oxford.