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Smaller retail media networks (RMNs) vie for limited spend. Amazon and Walmart account for 84.2% of US retail media ad dollars, per our November 2024 forecast, leaving other RMNs competing for a small slice.

Over a quarter of consumers (27.2%) have subscribed to a company offering prescription medications, according to our December 2023 US Digital Health survey. Regulators are starting to scrutinize some D2C pharma initiatives. Four US senators requested information from Eli Lilly and Pfizer regarding the manufacturers鈥� relationships with contracted telehealth prescribers.

The company has most of its US inventory for Q2 on hand, which will limit its exposure to the new duties for the current quarter. Levi鈥檚 is confident, however, that its diversified US sourcing strategy will give it room to pivot if needed.

China turns to stimulus, charm offensive to blunt Trump鈥檚 tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.

In Q3 2024鈥攖he first full quarter with AI Overview features鈥擥oogle's US search ad revenues grew 19%. This outpaced the expected 12% growth rate. The ad-supported model enables mass adoption while monetizing increased user engagement. Tech infrastructure and costs favor established players.

Historically, brands used upper-funnel channels like connected TV (CTV) for brand awareness, while relying on lower-funnel tactics such as retail media to drive conversions. But with shoppable CTV ads, brands can do both, leveraging retail media network (RMN) data to target consumers across CTV platforms, connecting the moment of discovery directly to the point of purchase.

Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.

Tariff escalation reshapes Latin America trade: New duties disrupt retail margins, inventory flows, and regional growth forecasts.

Amazon鈥檚 new Retail Ad Service, announced last week, is certainly the biggest retail media news of the year so far. In offering its ad-tech to power other retailers' media networks (RMNs), Amazon could disrupt how retail media operates for retailers, advertisers, vendors, and consumers alike.

Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.

Go further: Read our reports on US Luxury Consumers and Their Path to Purchase and Luxury Ecommerce.

All right, we're talking retail media. Retail media ad spending will reach $60 billion this year in the US according to our estimates. Amazon's most of that. It might shock nobody. 76% to be specific of that money is Amazon, so they're kind of in charge of steering the ship, so to speak, on retail media.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Google has manufactured devices in Vietnam since 2019, including the Pixel 9a, in response to the US-China trade war, per Nikkei. Why it matters: US smartphone manufacturing isn鈥檛 viable鈥攜et. A domestically made iPhone could cost up to $3,500, per CNBC. Tariff-driven panic-buying exposed how quickly consumers react to economic shifts and confirmed steady demand for smartphones.

Beyond the chart:. 32% of US adults believe it鈥檚 fair for companies to pass tariff costs along to shoppers in the form of higher prices, according to February 2025 data from Ipsos. Another 37% say even if prices increase because of tariffs, it鈥檚 worth it to get what we want as a country. Use this chart: Retail and marketing leaders can use this chart to benchmark their approach against peers.

Donald Trump and Kamala Harris offer two starkly different perspectives on how best to manage the US economy and what changes are needed to put the country on the right path.

In our exclusive survey, CPG and general merchandise ad buyers shared their opinions of retail media network attributes across metrics including traffic, targeting, and ad cost.

On today鈥檚 podcast episode, we discuss what consumer confidence actually means, which specific economic indicators most significantly impact it, and what all this says about the overall health of retail right now. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian, Senior Analyst Zak Stambor, and Research Associate Professor and Director of the Surveys of Consumers at the University of Michigan Joanne Hsu.

Retail media and ecommerce. Retail media is the fastest-growing ad category we track, and it is expected to remain that way through at least 2028. This year, we expect US retail media ad spending to grow by 26% YoY to $54.48 billion. It will continue growing at annual rates above 20% through 2028, when it will top $128 billion. Most holding companies have agencies devoted to this channel.