Food companies look to profit from consumers’ protein fixation: Demand for healthier products—and pressure from the MAHA movement—is pushing manufacturers to embrace “better for you” options.
Article
| Apr 23, 2025
The situation: The escalating US-Iran conflict threatens to unleash fresh headwinds for the retail industry, which is already under pressure from the Trump administration’s shifting trade policies.
Our take: Uncertainty has loomed over the industry all year, making it increasingly difficult for retailers to plan ahead with the Trump administration’s shifting trade policies. Case in point: The 90-day reciprocal tariff pause is set to expire on July 9, and there’s little clarity as to whether it will be extended or if the sweeping levies will take effect.
The escalating US–Iran conflict only adds to the volatility, compounding the pressure on retailers. Together, these factors make it increasingly likely that the operating environment will remain murky for the remainder of the year.
Article
| Jun 23, 2025
Despite new safeguards, Meta faces backlash after chatbots discussed sexual topics with teens, threatening trust among parents, regulators, brands, and the celebrities lending their voices.
Article
| Apr 28, 2025
Article
| Apr 30, 2025
Hershey sees LesserEvil as the greater good in healthier snacking: The consumer packaged goods giant is buying the snack brand as part of its push to diversify its offerings.
Article
| Apr 4, 2025
Chart
| Apr 2, 2025
Source: Emplifi
Short-form video offerings signal the platform’s push to become more than just a job-hunting site as it aims to compete for screen time with TikTok and Instagram.
Article
| Feb 4, 2025
TV time spent has declined over the past decade, but not as steeply as other traditional formats like newspapers and magazines. CTV time spent is making gains every year. It accounted for just 21.7% of total TV (linear plus CTV) time spent five years ago. By 2026, it will make up 38.0%.
Report
| Jun 28, 2024
Chart
| Apr 2, 2025
Source: The New York Times; Observatory of Economic Complexity (OEC)
Retailers aren’t likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.
Article
| Apr 23, 2025
Brands are staying quiet this Pride Month: Retailers that once loudly proclaimed their LGBTQ+ initiatives are keeping mum to avoid government attention.
Article
| Jun 2, 2025
Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.
Article
| May 16, 2025
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—and likely slower growth ahead.
Article
| May 14, 2025
LinkedIn rebrands its Wire Program as BrandLink: The move reemphasizes its pivot toward creator-led B2B video.
Article
| May 2, 2025
Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.
Article
| Apr 15, 2025
Wealthier consumers are trading down: This could favor retailers that blend value and premium offerings with tailored merchandising and pricing.
Article
| Apr 23, 2025
JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.
Article
| Apr 14, 2025
Market instability as well as concerns over an economic slowdown as a result of President Trump’s tariffs are making the BNPL player pause its plans
Article
| Apr 4, 2025
Article
| Mar 11, 2025
Article
| Apr 1, 2025
Article
| Apr 15, 2025
Chart
| Mar 25, 2025
Source: Wall Street Journal Intelligence
Chart
| Mar 25, 2025
Source: Wall Street Journal Intelligence
Chart
| Mar 25, 2025
Source: Wall Street Journal Intelligence
Chart
| Mar 25, 2025
Source: Wall Street Journal Intelligence