But that means then US brands are going to be inherently more expensive and consumers in Mexico, consumers in the rest of Latin America, they have options. China's still an option. Europe is still an option, and then you're going to be coming into this, what do you, the consumer, value more? Your quality, your value, or the like?
Audio
| Mar 5, 2025
"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” 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’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.
Article
| Mar 10, 2025
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV
Chart
| Apr 1, 2025
Source: ĢAV; Walmart; Mercado Libre; El Puerto de Liverpool
Chart
| Apr 1, 2025
Source: ĢAV; Mercado Libre
Forecasts
| Oct 3, 2024
Source: ĢAV Forecast
Best Buy faces stiff headwinds: The consumer electronics giant warned of higher prices due to President Trump’s new tariffs, which will likely crimp demand.
Article
| Mar 4, 2025
Chart
| Mar 27, 2025
Source: EY
Chart
| Mar 27, 2025
Source: EY
Chart
| Mar 27, 2025
Source: NielsenIQ
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.
Article
| Feb 24, 2025
For now, consumers’ pessimism may actually be driving retail sales, as shoppers rush to stockpile goods and purchase big-ticket items like cars and televisions before new tariffs go into effect. But growing unhappiness with how retailers (or their founders) are handling DEI and other issues could quickly bring this spending to a halt, as shoppers increasingly seek to vote with their wallets.
Article
| Feb 27, 2025
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.
Report
| Sep 6, 2024
Toys are a discretionary purchase that shoppers can easily put off. That helps explain why Hasbro expects toy industry sales to be “relatively flat.”. Looking ahead: While Hasbro’s Q4 results beat analysts’ expectations, its revenues still fell 15% YoY.
Article
| Feb 20, 2025
Chart
| Mar 28, 2025
Source: National Research Group (NRG)
Chart
| Mar 28, 2025
Source: National Research Group (NRG)
Chart
| Mar 13, 2025
Source: Capgemini
Tariffs could make US-made vehicles more expensive than imports: US automakers’ supply chains depend on cross-border trade, and there’s no simple way to untangle those relationships.
Article
| Feb 3, 2025
Brazil’s ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.
Article
| Jan 29, 2025
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV; Mercado Libre; Walmart de México y Centroamérica (Walmex); Carrefour Brasil; Assaí Atacadista; Cencosud