蘑菇AV

This is the Q2 2025 installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

Tariffs threaten to reduce US digital ad spending growth this year. This series explains the effects tariffs will have on ad spending in search, social, CTV, and retail media鈥攁nd which parts of each might fare best and worst.

GenAI and social are set to heavily influence the UK commerce and advertising landscape in 2025, while thrifty consumer behaviors persist and video viewing shifts to mostly digital.

Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.

Trump administration tariffs could significantly alter digital advertising strategies, forcing marketers to pivot toward performance channels.

On today鈥檚 podcast episode, we discuss what a tariff even is, what might happen when they鈥檙e implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

Tariffs could make US-made vehicles more expensive than imports: US automakers鈥� supply chains depend on cross-border trade, and there鈥檚 no simple way to untangle those relationships.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

Planning for the holidays may be harder this year as tariffs cast a shadow over both consumers and retailers. 鈥淎s of right now, we鈥檙e seeing a lot of unusual consumer behavior that鈥檚 likely to persist as long as tariff uncertainty persists,鈥� said our analyst Sky Canaves, author of our 鈥淯S Holiday 2024 Recap and 2025 Preview鈥� report. Still, there are steps retailers can take to prepare. Here are three key strategies to help navigate a challenging holiday season.

YouTube has more users than Facebook, Netflix, or Spotify. But its advertising revenues do not match its vast reach. This report contextualizes the opportunities and scope for growth in various media spheres.

Google and Meta landed slightly below expectations in Q3, allowing a collection of hungry competitors to inch ahead. But overall, the ad industry remains healthy. Sports events drove streaming and CTV to record gains, and retail media continues to be the sector鈥檚 fastest-growing ad channel.

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

A $40 billion funding round could boost its value, but mounting pressure from Big Tech and nimble rivals threatens to outpace its growth.

Exclusive experiences like this are helping Amex to win over millennials and Gen Zers

Growing in new markets can offset potential losses from increasing POS competition

From the rise of sophisticated AI-driven tools to new policies reshaping data privacy and competition, 2025 promises to be a year of relentless change. Companies that adapt will thrive, while others risk being left behind in a swiftly moving market.

Three-quarters of consumers will reduce spending if tariffs lead to higher prices: Dining out, apparel, and live entertainment are the most likely candidates for cutbacks.

China sends a message to brands boycotting products from Xinjiang: Beijing is threatening to block Calvin Klein parent PVH鈥檚 access to China in an escalation of its 鈥渦nreliable entities鈥� tool.

The push against Chinese and Russian parts for connected vehicles stems from security concerns, and could complicate operations for manufacturers that rely on foreign components.

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.