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Trump鈥檚 tariff reprieve exacerbates uncertainty: The stop-and-start nature to the administration鈥檚 economic policy keeps retailers鈥攁nd consumers鈥攐n edge.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent 鈥淏ehind the Numbers鈥� 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鈥檚 on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

The Latin American economy is on the upswing, with digital innovation in the driver鈥檚 seat. Our trends report explores how retail media, commerce, and generative AI will be redefined in 2024 and what businesses need to know to get ahead.

Best Buy faces stiff headwinds: The consumer electronics giant warned of higher prices due to President Trump鈥檚 new tariffs, which will likely crimp demand.

Amazon plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.

Prosus to buy Just Eat Takeaway for $4.3 billion: The firm plans to reuse the playbook that drove growth at its Brazilian food delivery company iFood.

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

The company鈥檚 new 鈥淧laying to Win鈥� strategy takes a page from Lego鈥檚 playbook (listen to our recent episode of the 鈥淩eimagining 搁别迟补颈濒鈥� podcast on Lego), aiming for growth through franchises, tapping into the 鈥渒idult鈥� market, and expanding its appeal to girls and emerging markets. The strategy also focuses on entertainment and partnerships with other companies.

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.

Brazil is Latin America鈥檚 largest retail ecommerce market by total sales volume and will be this year鈥檚 third-fastest-growing digital economy worldwide. Understanding the nuances of how and where Brazil鈥檚 diverse consumer base spends its money online is key for brands and retailers to thrive in this highly competitive ecommerce market.

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.