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The news: Spirit Halloween canceled its annual kickoff event due to 鈥渋nternational disruptions and supply chain challenges,鈥� it said in a social media post. Our take: While the retailer did not directly cite tariffs, it is the latest warning sign that President Donald Trump鈥檚 鈥淟iberation Day鈥� duties could result in emptier shelves during key shopping seasons.

Design wins power Mobileye鈥檚 bullish stance on autonomy鈥檚 future: A robust 83% revenue spike and new deals with Volkswagen and Lyft show Mobileye isn鈥檛 just surviving the autonomy winter鈥攊t鈥檚 positioning itself as its comeback story.

LVMH fell short in Q3 as Chinese consumers鈥� pessimism hurt sales: The luxury conglomerate missed revenue expectations as economic uncertainty caused shoppers to pull back.

Believe it or not, the year is already halfway over. For advertisers, it's been a whirlwind with economic upheaval, massive AI adoption, Google upending search, and working hard to understand Gen Z. Oh, and remember when TikTok went dark for a weekend?

Challenges mount for Temu and Shein: Both are facing crackdowns by US and EU regulators that could severely curb their long-term prospects.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

Big Pharma earnings don鈥檛 feel the impact of Trump's current tariffs鈥攜et: Several large pharmas kept yearly financial guidance in place during Q1 earnings calls, highlighting how they鈥檙e absorbing current tariff costs. However, major business disruptions will take effect once Trump鈥檚 threat of 25% or more pharma tariffs lands.

Hurricane-force headwinds force Shein to slash its valuation: The retailer鈥檚 business model is under scrutiny amid mounting pressures in the US and EU.

Shein is in trouble: The fast-fashion marketplace鈥檚 profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Amid high costs and tariff risks, Amazon鈥檚 pause on colocation reflects a move to prioritize flexibility, control, and long-term scalability.

The digital landscape in Europe is slowing, but opportunities for advertisers, brands, and retailers still exist. Knowing where to look to achieve the best outcomes will be paramount.

Spotify is scaling video podcast monetization fast: A YouTube-style model and creator tools are fueling the shift.

Poor planning, political posturing, and a shift to inference workloads turned China鈥檚 state-backed data center spree into a cautionary tale for US hyperscalers.

China鈥檚 deflation problem reveals flaws in its trade war strategy: Beijing鈥檚 bid to offset tariffs with domestic consumption are hampered by consumers鈥� reluctance to spend.

The economy is still under pressure, but investment in digital advertising will continue apace. Retail will continue to lead the ranking for total spend. Travel will lead in terms of growth, followed closely by CPG and retail.

As tariffs raise prices for many businesses, banks are finding solutions to keep their customers satisfied.

California sues to stop tariffs as legal challenges pile up: The state is arguing that Trump lacks the authority to implement the duties, which will cause significant harm to its economy.

M&A activity in the marcom space fell 37% in 2024: The decline shows a field in peril鈥攂ut preparing for a rebound promises success.