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Copying a page from retail鈥檚 acquisition playbook: These agency M&A moves mimic retail strategies, such as Walmart investing in ad tech to better compete with Amazon. Obtaining first-party data, identity resolution, and advanced targeting platforms directly addresses cookie deprecation.

Brazil鈥檚 digital advertising economy continues to thrive, driven by retail media investment, growing video ad spend, and slower social ad spending. This report explores trends shaping Brazil鈥檚 digital advertising landscape in 2025.鈥�

It certainly won鈥檛 endear companies to the roughly 1 in 11 US adults who identify as LGBTQ+, according to a February Gallup poll鈥攚hich includes 23.1% of Gen Zers ages 18 and over. But brands that can withstand the pressure and demonstrate their commitment to DEI stand to win deeper brand loyalty from the LGBTQ+ community and its many supporters.

Recycling is the most common, with 59% of US adults participating, followed by buying fewer things (36%) and reducing single-use plastics (33%), per Attest. In contrast, higher-commitment behaviors like using green energy (8%) or driving an electric vehicle (7%) see far lower adoption.

Consumers are reluctant to curb beauty spending: Many are turning to the category for solace amid uncertainty, or see it as an essential purchase.

Mondelez accuses Aldi of 鈥渂latantly鈥� copying packaging for private labels: The snackmaker鈥檚 frustration comes as store brands gobble up market share.

Target powers up for Nintendo Switch 2: The retailer is making a big in-store push with an expanded assortment of themed products.

The ZeroOne initiative, led by Xbox co-creator J Allard and Surface veteran Panos Panay, signals a consumer hardware reboot for Amazon services, rooted in Microsoft experience.

Brazil鈥檚 digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

On this special edition podcast episode, learn about the rise of off-site retail media advertising with 蘑菇AV Principal Analyst, Sarah Marzano and Google鈥檚 Head of Retail Media, Shawn McGahee. This conversation is from the May 9th 蘑菇AV virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

The brand has also been hit hard by weakness in China and travel retail sector, as well as trade-down behavior from US consumers. Our take: Beauty brands have been understandably eager to capitalize on fierce demand from younger consumers.

Kohl鈥檚 beat Q1 expectations, but challenges remain: The struggling retailer is focused on improving its assortment, establishing value and quality leadership, and offering a seamless customer experience.

Pinterest teams with the Liberty to reach Gen Z fans: The focus is lifestyle expression, trend discovery, and community engagement.

Brand challenges: Capri is banking on reviving Michael Kors, which has faced trouble in the US due to discounting and competition from brands like Coach. It has also reportedly explored a sale for Jimmy Choo. It recently launched an Amazon storefront for Michael Kors and plans to renovate roughly half of its stores.

Separating from the pack: Abercrombie is unique among retailers in another way: It raised its full-year sales outlook despite the uncertainty permeating the retail landscape. The company now expects sales to increase by 3% to 6%, up from its prior expectations of a 3% to 5% increase. However, most of that growth is expected to come in the first half, driven mainly by outperformance at Hollister.

Walmart 鲍厂鈥� ecommerce sales rose 21% in Q1, helped by faster delivery, marketplace expansion efforts, and its rapidly growing advertising business.

Our take: Much like their US counterparts Amazon and Walmart, both Alibaba and JD clearly see convenience as an important growth opportunity as consumers become more discerning. Those investments could enable the two companies to weather any further decline in sentiment stemming from the US-China trade war.

Go further: Read our FAQ: How the US-China Trade War is Affecting TikTok Shop, Temu, and Shein.

Go further: Check out our tariff coverage, including our reports on the Impact of Tariffs on US Businesses and Impact of Tariffs on Digital Advertising.

While many were counting on US consumers to buffer softer sales in Asia, tariffs have completely changed that equation. Kering CEO Fran莽ois-Henri Pinault told French senators that US demand for the company鈥檚 products has seen a 鈥渜uite strong鈥� drop in the past few weeks, per Reuters. Even stalwarts like Mytheresa are seeing US growth slow as consumer sentiment chills appetite for expensive purchases.

鈥淏eing able to educate some of these new homeowners or DIYers is a big moment for 耻蝉.鈥�.