蘑菇AV

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

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.

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

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

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.

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

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.

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.

In the first half of 2025, tariffs rattled retailers, consumer trust wavered in the face of muted DEI efforts, and fast-fashion platforms like Shein and Temu braced for policy whiplash. Meanwhile, private label products surged in popularity, and the retail world took a closer look at generative AI鈥攏ot just for buzz, but for tangible impact across the shopper journey. Here are the top stories from H1 2025 and why they matter for the rest of the year.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

Online fashion sales growth in France is stabilizing as global competitors capture market share and social platforms become more influential.

Perplexity鈥檚 new ad makes Google a target: The company鈥檚 biggest ad yet, led by 鈥淪quid Game鈥� star Lee Jung-jae, could continue the push toward a more divided AI market.

US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.

Higher prices could impede volume growth and raise credit card issuers鈥� delinquencies

The Big Four data war: Omnicom and Publicis are pulling ahead in AI and productivity tools. How will others respond?