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FAST shows no signs of slowing down: From the Roku Channel to Tubi, FAST continues a path of acceleration that will be bolstered by economic uncertainty.

The effects of new tariffs are starting to hit home: Retailers that rely on discretionary spending are struggling, signaling rising anxiety among businesses and consumers鈥攁nd likely slower growth ahead.

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

Mazda pulled its full-year guidance because of considerable tariff uncertainty鈥攋oining the likes of Ford, Stellantis, General Motors, and Mercedes-Benz. Mitsubishi is weighing price hikes as well as a potential manufacturing partnership with Nissan to offset the impact of tariffs.

But the larger issue鈥攆or used car dealers as well as the industry writ large鈥攊s that tariffs and resulting economic uncertainty are severely curbing demand for big-ticket purchases like autos. Just 10.5% of Americans plan to buy a vehicle in the next six months, according to the Conference Board鈥檚 April survey. That鈥檚 down from 13.1% in December.

Consumers鈥� value focus is an expansion opportunity for Costco, BJ鈥檚: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.

Social platforms vie for attention at NewFronts: Meta, TikTok, and Snap all debuted ad updates designed to remain competitive amid a backdrop of uncertainty.

Tapestry dismisses impact of tariffs on FY performance as 鈥渋mmaterial鈥�: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

While many countries are certainly eager to strike agreements with the US, that enthusiasm could be tempered by the understanding that, regardless of concessions made or existing trade relationships, they will still face a baseline tariff of at least 10%.

Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.

By the numbers: Student loan defaults could reduce consumer spending by up to $63 billion a year, according to a Bloomberg Economics estimate鈥攜et another headwind for a US economy already weighed down by the effects of tariffs and economic uncertainty. Just 38% of the 42.7 million people with federal student loans are actively repaying and current on their debts, according to the Education Department.

Macroeconomic uncertainty and an overreliance on Cash App led the company to slash its full-year guidance

In retail, digital twins are virtual replicas of real-world products, stores, or processes, helping retailers model everything from supply chains to store layouts. Digital twins may play an even bigger role in retail now that retailers must navigate the uncertainty around tariffs. Here are four ways they can help retailers prepare and respond.

So far, neither network has seen signs of a consumer spending slowdown despite plummeting consumer sentiment

But the more enduring impact came from a sudden shift in consumer behavior amid rising costs and growing uncertainty tied to the Trump administration鈥檚 tariff-centric economic agenda (To keep track of the latest shifts, check out our Live FAQ: The Impact of Trump鈥檚 Tariffs on Consumers, Businesses, and Trade).

Nobody knows what鈥檚 ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.

Economic uncertainty could derail its efforts to reinvigorate growth

DoorDash makes $3.6 billion bid for Deliveroo despite global economic uncertainty: The delivery company hopes to broaden its international reach at a time when consumers are cutting restaurant spend.

ByteDance restructures TikTok Shop鈥檚 US operations: The move reflects growing dissatisfaction with the unit鈥檚 performance, as well as a potential change in strategy as uncertainty threatens growth.

Our take: Fiserv, along with the rest of the payments industry, faces uncertainty in the wake of tariffs and other macroeconomic concerns. And given Clover primarily serves small- and medium-sized businesses (SMBs), which may be more vulnerable to an economic slowdown, Fiserv could particularly be threatened.

The companies faced mixed results and looming uncertainty as a result of tariffs

The landscape: Chipotle began seeing signs of consumer pullback around February, as macroeconomic uncertainty started to weigh on spending. In Q1, comparable restaurant sales slipped 0.4%, driven by a 2.3% decline in transactions. A 1.9% increase in average check helped soften the blow, but it wasn鈥檛 enough to offset weaker traffic. Adding pressure are the Trump administration鈥檚 tariffs.

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