Uncertainty reigns under Trump’s ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.
Article
| May 23, 2025
The news: Sweden’s H&M is ramping up efforts to move its sourcing closer to key markets in Europe and the US amid the threat of rising tariffs and political tensions, Bloomberg reported. The company is looking to shorten lead times and increase supply chain flexibility by procuring products from regions closer to its core markets, CEO Daniel Ervér said in an interview.
Article
| Jun 26, 2025
The news: The European Commission said it would abandon efforts to pass a law against corporate greenwashing, citing a “simplification agenda” to remove red tape and make the EU more attractive for business.
Our take: Many companies will take the easing of environmental oversight in the US and the EU as an excuse to water down their sustainability initiatives. That could lower costs in the short term—but at the risk of alienating the large swath of consumers who factor sustainability into their purchase decisions and are quick to identify greenwashing.
Article
| Jun 23, 2025
Article
| Jun 2, 2025
Forecasts
| Mar 28, 2025
Source: ĢAV Forecast
Report
| Jun 5, 2025
High-end travel demand is a “bright spot” for Alaska Airlines, CEO Ben Minicucci told Reuters—which no doubt factored into its decision to start long-haul service between Seattle and Rome, its first European destination. Shows like “The White Lotus” are also fueling demand for luxury travel, sending Marriott, Hilton, and other hotel companies into a frenzy to add more high-end properties.
Article
| Jun 3, 2025
When YouTube is used as part of a wider ecommerce strategy, it performs well. A future where YouTube Shopping is a core consideration might not be far away. Sources. Business of Apps. Channel 4. Comscore. Influencer Marketing Hub. International Olympic Committee. Ofcom. Podnews. Semafor. Spotify. Streamcharts. YouTube. YPulse.
Report
| Apr 2, 2025
Go further: Check out our FAQ: How the US-China Trade War Is Affecting TikTok Shop, Temu, and Shein and Impact of Tariffs on US Businesses.
Article
| Jun 9, 2025
However, tightening marketing budgets—particularly among tariff-impacted international ecommerce firms—may slow growth. Brands are likely to reallocate spend within digital, favoring lower-funnel formats with clearer ROI over upper-funnel channels.
Report
| Apr 9, 2025
Forecasts
| Jun 18, 2025
Source: ĢAV Forecast
Advertising Week Europe’s director Katie Ingram and Cint’s brand experience director Ariel Madway presented the findings at Advertising Week Europe 2025. A quick show-of-hands at the live session revealed a split room—echoing survey results. In the UK, 48% believe life is worse, while 42% say it’s better. In the US, sentiment leaned slightly more positive 45% say life is better, 41% worse.
Article
| Jun 16, 2025
Facing strong local competition, regulatory hurdles, and a strategic pivot back to Europe, the nearly 250,000 customers it amassed weren’t enough to compete with local powerhouses like Nubank, which has over 100 million users in Brazil alone. Latin American fintechs and payment providers excel at targeting offerings to meet specific needs.
Report
| Mar 31, 2025
Marks & Spencer doesn’t expect its ecommerce business to be fully back online until July—over two months after hackers gained access to its systems in a hugely damaging cyberattack that is set to wipe out £300 million ($383.3 million) in profits.
Article
| Jun 4, 2025
This is the first installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 30, 2025
This is the first installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 30, 2025
This is the first installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 30, 2025
Acquisition context: The ecommerce giant recently acquired Worldpay in a monster $24.25 billion three-way deal with FIS and private equity firm GTCR. With control over roughly $3.7 trillion in payment volume and a combined slate of more than 6 million clients served, Global Payments’ reach in the payments arena has been radically extended.
Article
| Jun 12, 2025
The news: Apple’s iOS 26 update will let users store passports as Digital IDs in the Wallet app.
Our take: iOS 26’s integration of digital US passports should draw more attention from users. While this update will not replace physical passports for international travel, it signals a major turning point for digital identity authentication on Apple’s platform given the scale of identity security a passport exudes.
Article
| Jun 18, 2025
The trend: Food manufacturers are pledging to remove artificial dyes from their products amid pressure from US Health Secretary Robert F. Kennedy Jr. and the Make America Healthy Again (MAHA) movement.
Kraft Heinz said it would phase out artificial coloring in products sold in the US by 2027.
General Mills quickly followed, announcing that it would eliminate artificial dyes across its full US portfolio by 2027, and remove them from all cereals and foods served in K-12 schools by next summer.
Both Nestlé and Conagra are joining the party. Nestlé pledged to “fully eliminate [food, drug, and cosmetic dye] colors in its US food and beverage portfolio by mid-2026,” and Conagra will stop using such dyes in its frozen foods by year-end, and in all products by the end of 2027.
Our take: For most companies, removing artificial dyes from their product lineups is a fairly easy lift, as many have already done so in Europe. It’s also increasingly a necessary move to prevent private labels from encroaching further on their turf, as more retailers launch “free from” lines and pledge to remove ingredients like aspartame and high-fructose corn syrup from their store brands.
Article
| Jun 27, 2025
Brazil’s 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.
Report
| Mar 13, 2025
Brazil’s 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’s digital advertising landscape in 2025.
Report
| Mar 13, 2025
Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.
Article
| May 6, 2025
The diversification trend is evident when looking at both China’s export data and the actions of some of its largest ecommerce companies. April exports to the US sank 21% YoY in April as the prospect of 145% tariffs forced companies to put orders on hold.
Article
| May 19, 2025
The bright side: The US’ protectionist policies have spurred European governments to increase defense spending, which should help blunt some of the impact of higher tariffs. Germany is also planning to spend €500 billion ($541 billion) on infrastructure upgrades, which could give the bloc’s largest economy a boost even as it grapples with the fallout from the auto tariffs.
Article
| May 19, 2025