"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?"
Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.
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| Mar 10, 2025
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| Mar 6, 2025
Canadian consumers boycott American products as tariff threat looms: Anti-US sentiment is pushing consumers to buy local—a trend likely to continue in countries targeted by Trump’s tariffs.
Article
| Mar 3, 2025
The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners—Mexico, Canada, and China—according to the US Census Bureau.
Article
| Mar 6, 2025
Canada as well, I've been seeing some news floating around. Will Canada join the EU apparently, or how is Canada looking to Europe or and Europe looking to Canada as a way to kind of just sidestep the US altogether since Canada and the EU do share several political ideologies and alignment on many things. (20:40):.
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| Mar 5, 2025
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| Mar 4, 2025
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Mar 31, 2025
Source: impact.com; ĢAV
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| Nov 19, 2024
Source: Bazaarvoice; Savanta
The president’s latest promise to go through with Mexico and Canada tariffs, slap an additional 10% levy on Chinese imports, and introduce reciprocal tariffs in April will only heighten the unpredictability companies face.
Article
| Feb 27, 2025
Forecasts
| Oct 1, 2024
Source: ĢAV Forecast
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| Feb 21, 2025
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| Nov 19, 2024
Source: Bazaarvoice; Savanta
Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.
Report
| Sep 6, 2024
Canadian Tire agreed to sell outdoor-and-workwear brand Helly Hansen to Kontoor Brands, which owns the Wrangler and Lee brands. Zooming in: After former FTC chair Lina Khan successfully blocked their merger, Tapestry and Capri are adjusting their portfolios to focus on core brands.
Article
| Feb 19, 2025