蘑菇AV

Early Memorial Day deals are less about retail hype this year and more about consumers racing the clock on rising costs. Our take: Limited-time discounts will likely unlock spending from cost-conscious shoppers鈥攇iving retailers a much-needed boost in an uneasy economic climate.

Tapestry dismisses impact of tariffs on FY performance as 鈥渋mmaterial鈥�: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

For example, McDonald鈥檚 noted that low-income consumers are thinking twice before pulling into a drive-thru鈥攁 broader industry trend as US QSR traffic among this group was down by nearly double-digit percentages YoY. Looking ahead: The pressure is unlikely to ease soon. Prices are rising.

Mercado Libre鈥檚 retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there鈥檚 ample room for growth.

The US and UK tout a trade agreement鈥攚ith a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it鈥檚 not a done deal.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

US consumers will spend $3.2 billion on flowers this Mother鈥檚 Day: While NRF鈥檚 forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

Ad performance risk: With fewer human shoppers browsing, retail media and search ad traffic could dip鈥攊ntensifying competition for premium placements near agent-generated results. Content overhaul: Standard product detail pages may lose influence if AI鈥攏ot humans鈥攊s driving decisions, forcing retailers to rethink how they present and structure product content.

Our take: David鈥檚 Bridal is looking to carve out a niche between mass retail and independent boutiques by targeting Gen Z brides who prioritize curated experiences and tech-enabled convenience. By blending high-touch service with AI-driven planning tools, the retailer is signaling it understands what today鈥檚 bride expects.

Our take: The US-China trade war is already reshaping the retail landscape. As tariffs drive up costs and disrupt supply chains, retailers and brands must make difficult decisions on pricing, inventory, and assortment. From July Fourth staples to holiday gifts, pressure is mounting just as consumers expect both value and variety.

Stronger leverage: Combining two of Nike鈥檚 top three retail partners enhances Dick鈥檚 bargaining position, enabling better deals and access to exclusives. Loyalty program growth: Merging Foot Locker鈥檚 FLX members with Dick鈥檚 more than 25 million ScoreCard users could unlock new data insights and boost its retail media network.

Go further: Check out our tariff coverage, including our Live FAQ: The Impact of Trump鈥檚 Tariffs on Consumers, Businesses, and Trade, as well as our report on the Impact of Tariffs on US Businesses.

Peloton balances expanding retail presence without busting budget: The company will build more 鈥渕icro-store鈥� kiosks as it pushes to meet consumers where they are.

Ford expects tariffs to take a $1.5 billion bite out of profits: That鈥檚 in spite of its sizable US manufacturing base, which bodes ill for its globalized competitors.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

Only 50% of US adults trust Google with their personal data. While that鈥檚 only half, it鈥檚 still higher than Apple (49%), Meta (31%), or the US government (28%). Our take: If Gemini can save users time and energy in daily routines, Google could unlock demand for paid Gemini Advance features and turn more consumers into paying customers.