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This means more opportunities for advertisers to connect with shoppers not just online or in-store, but while they鈥檙e pumping gas or grabbing a snack. These quick-stop environments often spark impulse decisions, making them prime real estate for timely, behavior-triggering messaging.

Global gains power L鈥橭r茅al past expectations as US market cools: CEO Nicolas Hieronimus flagged slowing beauty demand and US retailer constraints but noted the brand is well positioned to handle tariff-driven disruptions.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.

The company鈥檚 struggles have been compounded by a misjudged push upmarket, which failed to draw in wealthy consumers while putting its clothes and accessories out of reach for aspirational shoppers. While early efforts to go 鈥渂ack to basics鈥濃�攁nd a more reasonable price point鈥攕howed promise, particularly among US consumers, those gains could quickly be wiped out by tariffs and macroeconomic volatility.

Multi-industry players have the power to redefine the future of commerce media advertising. Unlike in the US, where retailers and FIs typically operate independently, many Latin American retailers act as financial services providers鈥攐ffering credit lines, digital wallets, and other banking products to unbanked and underbanked consumers.

The deal, which also includes FIS鈥檚 purchase of Global Payment鈥檚 issuing business, redraws lines that had previously been blurring

Shoppers will first feel the pinch in back-to-school aisles. A child hoping for a blue backpack may have to settle for a red one. The strain will also be evident when shopping for higher-ticket items like strollers鈥攏early all of which are manufactured in China鈥攚here limited supply will likely translate to steeper prices. The pressure could crescendo during the holiday season.

That could create an opportunity for secondhand retailers to gain share as shoppers look for ways to save. No wiggle room: Faced with the potential devastation of their manufacturing industries, Vietnam, India, Indonesia, and other countries have signaled their willingness to negotiate with the Trump administration. But it鈥檚 not clear exactly what the government wants.

Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US鈥慍hina trade war is likely to curb spending in the months ahead.

Shoppers want help: Too many choices online can overwhelm consumers and leave them frustrated by the effort required to make a purchase decision.

On today鈥檚 podcast episode, we discuss how department stores are getting on, how they鈥檙e evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.

The larger payments trend: Lines are blurring throughout the payments ecosystem as providers try to own more links of the payment chain to grow their revenues and become one-stop shops for merchants.

Anxiety around inflation, a deteriorating labor market, and trade war consequences have deepened consumer uncertainty about the US economy, with wide-ranging implications for retail.

No matter when or how they land, President Donald Trump鈥檚 tariffs will shake up retail and digital media.

Despite uncertainty related to the economy and tariffs, US social network ad spending is expected to grow. AI offerings, social commerce, and lower-funnel investments will drive outlays.

The news: In-car voice commerce has the potential to unlock a $35 billion annual opportunity for automakers, according to new research by in-car voice technology provider SoundHound AI. The hands-free tech integrates voice ordering, payments, and navigation directly into vehicles鈥攖ransforming them into mobile commerce hubs that users are already familiar with. Key takeaway: Marketers and advertisers should prepare for a shift in automotive user interface by integrating voice-first campaigns into connected car ecosystems. Opportunities include forging partnerships with automakers and service providers for branded voice experiences, sponsored suggestions, and frictionless ordering while prioritizing transparency to satisfy safety regulators.

Search will account for 64.0% of retail media next year, as it is heavily tied to product discovery on ecommerce sites. Display will make up 25.0% of retail media ad spending, 11.0% of which will be video. In-store advertising makes up a small but growing share of dollars spent.

Advertisers鈥� push for a unified strategy across retail media, loyalty programs, and merchandising is raising the bar on data and transparency. Paul Lentz, executive director and head of strategic development at CVS Media Exchange, shares how new collaborations鈥攆rom The Trade Desk to social platforms鈥攃an help brands see every ad dollar鈥檚 impact.

Tens of millions of Americans will use weight loss drugs in the coming years. Here鈥檚 what pharma, food and beverage, wellness, and fitness brands and marketers need to know about GLP-1 patients鈥� changing behaviors alongside their medication use.

The news: Global ad spend growth is slowing but staying positive, with WARC projecting a 6.2% rise to $1.16 trillion in 2025 and MAGNA forecasting a 4.9% climb to $979 billion. Retail media is outpacing linear TV for the first time, and Alphabet, Meta, and Amazon continue to control the majority of digital revenues. Measurable channels like short-form video, retail media, and ad-supported VOD are gaining ground. Our take: Amid economic pressures and trade concerns, advertisers are prioritizing performance, shifting budgets geographically and platform-wise. With elections, AI, and major global events on the horizon, platforms that prove outcomes鈥攏ot impressions鈥攚ill shape the next era.