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Tesla struggles to keep up as production challenges, Musk controversy hurt sales: The company is in a difficult spot as tariffs threaten to curb demand further and jack up production costs.

Over a third of adults in the region don鈥檛 have a bank account. Only the Middle East and Africa has a larger proportion of unbanked consumers, per 2021 World Bank data analyzed by BCG. And the unbanked population is unevenly distributed: Just 59% of low-income consumers and 40% of rural inhabitants in Latin America have access to a banking account, per a January 2023 Mastercard and Americas Market Intelligence (AMI) survey.

That said, while consumers may be choosing to vote with their wallets in the short term, it remains to be seen whether shoppers can maintain those behaviors鈥攅specially if it means buying more expensive products at a time when every dollar counts. This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.

If marketplace sellers raise prices as expected, the impact on Amazon shoppers would be significant, since we expect roughly $2 out of every $3 (66.8%) US shoppers spend on the platform this year will go to those third parties.

Brazil is Latin America鈥檚 largest retail ecommerce market by total sales volume and will be this year鈥檚 third-fastest-growing digital economy worldwide. Understanding the nuances of how and where Brazil鈥檚 diverse consumer base spends its money online is key for brands and retailers to thrive in this highly competitive ecommerce market.

Trump鈥檚 tariffs roil the retail industry: Reciprocal measures will touch virtually every sector, leading to higher prices for the consumer.

Trump鈥檚 鈥淟iberation Day鈥� provides little clarity: The tariff announcements, while far-ranging and punitive for the US鈥� largest trading partners, failed to lift the cloud of uncertainty hanging over businesses and consumers.

TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.

The funds will go toward increasing its store footprint and enhancing its ecommerce capabilities, among other things. The investment will create 5,500 jobs, per Caride鈥攁 boost for Mexican president Claudia Sheinbaum as she looks for ways to mitigate tariffs鈥� impact on the economy.