蘑菇AV

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.

Trump risks trade war with planned 25% tariffs on imports from Mexico and Canada: Besides triggering retaliatory policies, the move would also lead to higher grocery, energy, and auto prices.

Brazil鈥檚 ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.

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.

Trump鈥檚 first days in office exacerbate uncertainty over tariff plans: While Mexico and Canada are firmly in the administration鈥檚 sights, other tariffs are up in the air.

The move, which is expected to be the first stage of a broader rollout across Latin America, comes on the heels of TikTok Shop starting up in Spain and Ireland. The Mexican ecommerce landscape: TikTok Shop is entering a fast-growing market in which we expect four key players鈥擬ercado Libre, Amazon, Walmart, and Liverpool鈥攖o account for nearly half (49.1%) of online sales this year.

25% tariffs on Mexican imports could shake up the struggling beer industry: Modelo owner Constellation Brand would be hit hard, while Molson Coors could seize the opportunity to grow share.

The volume of imports has been rising, and the nation鈥檚 major container ports expect that surge to continue through spring as Costco and other merchants stock up on goods before tariffs take effect, per the National Retail Federation and Hackett Associates鈥� Global Port Tracker.

Where this leaves competitors: Some US banks are trying to build inroads in Latin America. To do so successfully, they'll need to:. Focus on offering personalized financial products that meet the evolving needs of tech-savvy users in Mexico and Brazil.

The situation: Even as grocery prices have normalized over the past year鈥攑rices were up just 1.1% YoY in October鈥�58% of US households in November were 鈥渆xtremely concerned鈥� about inflation, per 84.51掳, a retail data company under The Kroger Co.

Trump鈥檚 tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.

Digital ad spend in Latin America is set to reach 56.4% of total ad spend in 2025, per 蘑菇AV鈥檚 forecast. As the region鈥檚 digital landscape matures, media quality, and performance are becoming top priorities for advertisers.

Our first-ever marketing and retail media survey explores the latest trends unfolding in Latin America, how the regional landscape will evolve, and the broader implications for ad buyers鈥� and retailers鈥� go-to-market strategies.

Our take: Mercado Libre鈥檚 multibillion dollar investments are strengthening its retail flywheel that includes ecommerce, logistics, financial services, media, and advertising. Those investments will help further solidify Mercado Libre鈥檚 dominance in Latin America. We expect it will account for 30.0% of all online spending in Latin America by 2026, up from slightly less than one-quarter in 2022.

In 2024, a perfect storm of technology, business, and consumer behavior trends will conspire to intensify the challenges of protecting brands on digital media.