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That鈥檚 a win for Meta, YouTube, Alphabet and others, which could otherwise see revenues fall if ecommerce giants cut digital ad spending. We expect ecommerce sales to grow between 5.1% and 7.9% in 2025 under moderate and limited tariff scenarios鈥攍ike this one鈥攃ompared with 1.9% under heavy tariffs.

While confidence trended up in May thanks to the reduction in China tariffs, rising tensions between the US and China and the lack of trade deals could cause consumers to quickly rethink their getaway plans.

The news: Spirit Halloween canceled its annual kickoff event due to 鈥渋nternational disruptions and supply chain challenges,鈥� it said in a social media post. Our take: While the retailer did not directly cite tariffs, it is the latest warning sign that President Donald Trump鈥檚 鈥淟iberation Day鈥� duties could result in emptier shelves during key shopping seasons.

Outside of China and India, Apple also has manufacturing factories and partners in Japan, South Korea, Taiwan, and Vietnam. Why does it matter? Any tariff costs passed on to consumers could spell more trouble for Apple, both from iPhone buyers and from Trump, who previously called out Walmart when it said it would raise prices.

Brazil鈥檚 digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

Brazil鈥檚 digital advertising economy continues to thrive, driven by retail media investment, growing video ad spend, and slower social ad spending. This report explores trends shaping Brazil鈥檚 digital advertising landscape in 2025.鈥�

Case in point: American Eagle Outfitters recently misjudged what shoppers wanted for spring and summer, resulting in a $75 million write-off tied to excess inventory and deeper promotions. With the landscape shifting so rapidly, caution may be the smarter strategy.

The levy, which will hit packages worth under 鈧�150 ($170.02), are paid by the ecommerce platform handling the shipment. The EU also proposed a separate 鈧�0.50 (54 cents) fee for goods routed through warehouses.

While the retailer is trying to climb out of the hole by investing in stores, expanding private label partnerships with companies like Disney, Champion, and Kate Spade, and boosting its ecommerce capabilities, those efforts have yet to deliver the turnaround Target needs.

Accelerating ecommerce: A partnership with tech platform Mirakl, announced Wednesday, should help Lowe鈥檚 expand its online assortment by simplifying catalog management for third-party sellers on Lowes.com. Our take: Lowe鈥檚 continues to show resilience, prioritizing consistency and long-term growth drivers鈥攍ike pro sales and ecommerce鈥攅ven as broader market conditions remain volatile.

The UK-US trade agreement does not override US tariffs on goods manufactured in, or containing components from, China鈥攁lthough a separate agreement between the US and China has temporarily lowered those duties from 145% to 30% for 90 days while talks continue. The deal does reduce the chance of the US imposing additional retaliatory tariffs on the UK in the near term.

Walmart will raise prices soon to offset 鈥渢oo high鈥� tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

Companies that can successfully navigate and adapt to rapidly evolving local market conditions will be best positioned to capitalize on growth opportunities in Latin America鈥檚 thriving retail ecommerce market. Sources. ESW. Google. PwC. US Census Bureau.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

TikTok is ByteDance鈥檚 global engine: Despite slowing growth in China, the platform continues to expand monetization and user base worldwide.

The big picture: Burberry, like the rest of the luxury sector, is contending with a global slump in demand as consumers in China and elsewhere rethink designer purchases in the face of economic uncertainty.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

The Trump administration is stepping back from the brink: After trimming China tariffs to 30% for 90 days, it reduced duties on low-value parcels from China to a still-high 54%.

Identify four distinct digital economies in Europe, based on digital ad spend and ecommerce maturity. Explore where future digital growth will come from across each of those groups. Analyze the implications for advertisers and retailers. Click below to view our full forecasts featured in this report:. Digital ad spending, by country. Retail and ecommerce sales, by country.

According to the Yale Budget Lab, which factors in the China and UK tariff rollbacks, prices are expected to rise 1.7% in the short term, adding about $2,800 in annual costs per household鈥攅nough to make many consumers think twice before reaching for their credit cards.

On Monday, US and Chinese officials reportedly announced a significant reduction of the recent tariffs that have led to economic uncertainty around the world.