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Amazon鈥檚 shares in other countries that we forecast are lower: 13.5% in the US, 10.1% in France, 9.3% in the UK, 5.0% in Mexico, and 1.4% in Brazil. The high share in Canada reflects the limited retail media competition from domestic publishers initially. But companies like Loblaw and Canadian Tire are now making large investments in retail media.

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.

Mercado Libre鈥檚 rollout of video ads on Mercado Play and Amazon鈥檚 ad-supported Prime Video launch in Mexico and Brazil reflect a broader shift underway: Retail media is increasingly becoming a full-funnel marketing channel that supports both performance and branding objectives.

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.

But some tariffs, including those on steel and aluminum, have been implemented and expanded to include more countries than China, Mexico, and Canada. If those tariffs cause prices of consumer goods to rise or if economic uncertainty makes consumers reluctant to spend, US marketing budgets could come under threat. Nonessential goods would be the first to go.

Some German car manufacturers, such as BMW, have US production sites, although they import parts from Canada and Mexico. Others, including Ferrari and Porsche, import all cars sold in the US from Europe, per March 2025 analysis by ING. Italy and France round out the top tier of at-risk economies, thanks to their exports of luxury goods, pharmaceuticals, machinery, and food and beverage.

Trade wars with Canada, China, and Mexico threaten to dampen demand for home projects while simultaneously fueling inflation鈥攚hich could trigger steeper interest rates. With no immediate housing relief in sight, retailers are shifting gears. These strategic moves could position all three companies for long-term growth once the market rebounds.

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.

Amazon will capture more than half (51.1%) of all retail ecommerce sales in Germany this year, according to our forecast. Canada will have the second-highest share of Amazon ecommerce sales among the countries we track, at 41.5%, followed by the US, UK, Japan, and Mexico.

Walmart de 惭茅虫颈肠辞 y Centroam茅rica (Walmex).

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.

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.

But parent company Google donated to Trump鈥檚 inauguration, scaled back its diversity hiring practices, removed cultural holidays from its calendar, followed the president鈥檚 order to rename the Gulf of Mexico, and has taken other steps to appease the Republican leadership.

A May 2024 Canalys survey showed that interest in buying an AI-capable smartphone was significantly higher in India and China than in the US, Mexico, or Germany. And Apple鈥檚 October 2024 introduction of its AI product, Apple Intelligence, for its smartphone and PC operating systems will likely hasten the process.

Mercado Libre is beating Amazon at its own game in Latin America: The former is expected to represent more than half of all retail media ad spending in the region, while the latter continues to lose share to local players in Brazil and Mexico.

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.

Mercado Libre closed 2022 with record gains in sales: Strong performances in Brazil and Mexico drove the Latin American ecommerce giant鈥檚 gains.

The slide accelerated after February 1, when the administration imposed tariffs on imports from Canada, Mexico, and China. Although some levies were later delayed, uncertainty only deepened as officials layered on additional duties. The fallout was swift: Consumer sentiment sank to its second鈥憀owest reading on record in April.

With billions of potential users off-limits, TikTok鈥檚 user base could end up heavily weighted toward Brazil, Indonesia, and Mexico. Click here to view our full forecast for TikTok users, by country.