蘑菇AV

But the company is vulnerable to declining US consumer sentiment and China鈥檚 struggling economy鈥攏either of which will be helped by a trade war. Go further: Read our report on the Impact of Tariffs on US Businesses, and stay up to date with the latest tariff developments with our Live FAQ: The Impact of Trump鈥檚 Tariffs on Consumers, Businesses, and Trade.

Our take: Mattel may have outperformed expectations in Q1, but it鈥檚 still firmly in the crosshairs of the US-China trade war. While it has done more than many other toymakers to diversify its supply chain, its exposure remains a significant challenge. Shifting production further isn鈥檛 simple.

Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating 鈥渁 once in a career window to reorient your business to the opportunity,鈥� according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.

Consumers stick with retail brands that reflect their identity, act with integrity, and make them feel good鈥攅specially when those brands recognize loyal customers. Perks like early access matter, but tech like AI only resonates when it genuinely makes shopping easier. To keep people engaged, brands should focus on making all customers鈥攆rom high earners to rural shoppers鈥攆eel seen and valued. Here鈥檚 how consumers view their favorite brands and how brands can provide more value to loyal customers.

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.

On Monday, the US and China agreed to halt reciprocal duties for 90 days, cutting tariffs down to 30% on most Chinese goods and 10% on US goods. Negotiations will resume in coming weeks, Treasury Secretary Scott Bessent said. Ad support: The rollback includes cutting the de minimis tariff on low-cost goods from Chinese and Hong Kong to 54%, down from 120%, reducing losses for Temu and Shein.

Trump administration鈥檚 student loan crackdown couldn鈥檛 come at a worse time: Wage garnishment and loan defaults could reduce annual consumer spending by $63 billion, pressuring the strained US economy.

Why it matters: Klarna has been a leader in using AI for customer service in the retail space. It was part of the company鈥檚 push to cut costs ahead of its IPO (which was recently delayed due to market volatility).

With AI tools creeping into shopping, Google could borrow Pinterest鈥檚 discovery model to stay relevant in design, DIY, and fashion search.

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.

鈥淪hopper journeys are very complex, and retail media networks (RMNs) need scale to reach those shoppers, wherever they may be,鈥� said Shawn McGahee, head of retail media at Google, during last week鈥檚 蘑菇AV Summit on commerce media.

These platforms aren't just competing with each other鈥攖hey鈥檙e going up against established discount chains, US-based brands leaning into reshoring, and retail giants like Amazon and Walmart that already command the value shopper鈥檚 loyalty. In a crowded, cost-conscious ecommerce landscape, staying relevant won鈥檛 be easy.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

奥补测蹿补颈谤鈥檚 US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald鈥檚, which reported its US same-store sales fell 3.6%.

In the increasingly crowded retail media space, hiring could be one strategy for networks to differentiate themselves from competitors.

Over 80% of ad spending in the US for technology and electronics (87.1%), retail (82.9%), and consumer packaged goods (80.2%) is directed toward digital media, according to 蘑菇AV鈥檚 August 2024 forecast.

Go further: Check out our US Amazon Ecommerce Forecast, as well as our latest reports on the Impact of Tariffs on US Businesses and The First 100 Days of Trump.

With retail media, connected TV, and identity solutions becoming more central to digital advertising plans, The Trade Desk鈥檚 open-internet focus may prove more valuable than ever鈥攅specially in a volatile economic and political year. The appointment of Kundra could also signal the company鈥檚 ambition to scale more effectively as enterprise clients grow in importance.

Retail media鈥檚 17.4% increase in 2025 will once again exceed the growth rate for traditional search (12.2%) and display (13.3%). Every year, retail becomes a more important part of the digital advertising story. (Note that portions of retail media ad spending fall under both search and display, so retail is buttressing those umbrella categories as well as the larger digital total.).