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Ford has already raised prices on three Mexico-built models by up to $2,000, per Bloomberg. And more increases may be coming: Anderson Economic Group estimates domestic vehicle prices could climb $2,000 to $3,000, while foreign models could jump by more than $12,000. More pressure ahead: Tariff-related cost increases are just beginning.

This was a day after President Donald Trump levied tariffs on China, Canada, and Mexico. The 25% US tariffs on Canada and Mexico were put on hold pending negotiations, but the 10% tariff on all Chinese products took effect Tuesday. Another day, another Google probe: The company has its hands full with its search and ads divisions facing antitrust investigations in the US and the UK.

Retaliatory tariffs from Canada, Mexico, and China, which are vital to manufacturing, could further inflate costs. Automakers warn tariffs could add $12,000 to new car prices, per Motor Finance, a setback for EVs whose high up-front cost is a leading barrier to adoption for 50% of consumers, per Capgemini. What鈥檚 at stake?

Why it matters: This is part of Apple鈥檚 broader effort to manage upcoming tariffs on imported products from China and Mexico. Apple is already diversifying its manufacturing, such as ramping up production in India. During Trump鈥檚 first term, Apple was able to earn tariff exemptions for its iPhones.

鈥淯S President Donald Trump鈥檚 tariffs will reshape more than a trillion dollars in trade between the world鈥檚 largest economy and Latin America, with key partners like Mexico and Brazil at the center of the discussion,鈥� said our analyst Matteo Ceurvels. US-based brands selling in Latin America may see a significant competitive disadvantage compared to companies from countries.

The tariffs鈥攚hich are in addition to the planned duties on Canada and Mexico that threaten to crash the US auto industry鈥攚ould drive up the price of new cars by thousands of dollars. Sticker shock: Car prices are near record highs even before the planned tariffs take effect. The average transaction price for a new vehicle in December was $47,465, up 27.2% from $37,310 in prepandemic 2019, per Edmunds.

The survey was conducted in Australia, Belgium, Brazil, Canada, Chile, France, Germany, India, Italy, Japan, Mexico, Netherlands, Nigeria, Poland, Singapore, Spain, South Africa, South Korea, United Arab Emirates (UAE), the UK, and the US, with approximately 1,000 respondents per country.

The Associated Press was denied access to a White House event after refusing to change the Gulf of Mexico to the Gulf of America, hinting at why some outlets are hesitant to alienate Trump and allies like Musk. Musk sued the World Federation of Advertisers in August over an allegedly illegal boycott of advertising on X (formerly Twitter), which may further contribute to current concerns.

These tariffs鈥攁nd the potential for additional duties on goods from Mexico, Canada, the EU, and elsewhere鈥攃ould significantly shift consumer behavior. According to a Numerator survey, only 9.4% of US consumers expect tariffs to have no impact on their shopping habits, while many plan to adjust by hunting for sales or coupons (41.4%), buying fewer imported goods (30.5%), or delaying purchases (22.3%).

President Donald Trump鈥檚 executive orders on new tariffs against China, Canada, and Mexico eliminate the 鈥渄e minimis鈥� exemption, which had allowed tariff-free shipments of goods valued under $800 per recipient per day. This will create major headwinds for Shein, Temu, and other retailers shipping directly from China, even as they work to diversify their supply chains.

Streamlining operations: Chipotle estimates that the Trump administration鈥檚 tariffs on Mexico could add a 60 basis point increase to its cost of sales if they take effect. To offset rising costs, the company is streamlining operations with new kitchen technology, including:. A produce slicer to speed up prep time. More efficient planchas, rice cookers, and fryers to improve productivity.

To keep up this momentum, Clover launched in three new markets鈥擝razil, Mexico, and Australia鈥攊n 2024 and expanded its merchant network. In Q4 alone, CloverSport partnered with new venues like TD Garden and the Milwaukee Brewers鈥� American Family Field. And Clover Restaurant partnered with a hotel operator on 2,000 hotel-based restaurants.

Following his inauguration, Trump promised 25% tariffs on Canada and Mexico starting February 1, which could lead to costlier claims for auto insurers. But the president appears to be walking back some of his campaign promises of sweeping tariffs, per Bloomberg.

Inflation could rise even higher if Trump makes good on his threat to impose tariffs on Mexico, Canada, and the EU, which could hurt retailers like Levi Strauss that have supplier facilities around the globe. Consumer sentiment is falling. Confidence hit a seven-month low in early February, as shoppers across the political spectrum brace for higher prices, per the University of Michigan.

Less than 1% of its inventory is sourced from China, while roughly 5% comes from Mexico, making it less exposed to the first batch of tariffs President Donald Trump has threatened to impose. Our take: Levi鈥檚 is right to be cautious about the year ahead, given the enormous amount of uncertainty surrounding tariffs and their potential impact on consumer spending.

However, among the countries where US-based retailers are likely to operate, Mexico will be the hottest growth market for ecommerce through 2028. Index of Benchmarks. Below are links to each of the seven decks that comprise this series, covering US total retail, ecommerce, holiday, Amazon, grocery, apparel, footwear, and accessories, and worldwide retail context.

Even without the uncertain outlook for US electric vehicles, proposed tariffs on imports and materials from China, Canada, and Mexico could cause auto prices to rise significantly, complicating an already challenging environment for auto sales. We expect US automotive total media ad spend to hit $31.77 billion this year, up from $29.48 billion in 2024.

Trade challenge: The US trade office has challenged the tax, claiming it is discriminatory to US firms and violates the United States-Mexico-Canada Agreement. The 2025 federal election: Polls strongly indicate the election will unseat the Liberal government, which enacted the tax, in favor of the Conservative Party. Retail media will benefit from emerging formats.

Mexico and the US came next, at 34.0% and 33.9%, respectively. Voice commands are often more convenient than the laborious inputting of characters in local languages on devices, potentially helping to drive adoption. Some 26.2% of respondents watched influencer videos or vlogs, ranking China No. 9 globally in this metric.