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The company doesn鈥檛 source any goods from Mexico or Canada, and just 7% of its apparel and accessories are manufactured in China. Buzzy ad campaigns featuring part-owner Federer and Zendaya鈥攁nd a product line designed by the latter鈥攚ill help keep the brand in the spotlight, while a strong pipeline of innovation should help drive full-price sales among brand enthusiasts.

Canada is behind other Western economies in digital payments adoption, but new technologies are finding footing against cards. Diving into usage among different demographic groups foretells how adoption will progress.

As more retailers recognize the value of leveraging their first-party data, the global retail media market will continue to expand and innovate. While the US leads the charge with $45.15 billion in spending this year, according to our forecast, other regions are showing similar patterns. In fact, Latin America is only four to five years behind the US, said our analyst Matteo Ceurvels on our 鈥淏ehind the Numbers: Around the World鈥� podcast.

Respondents were based in the US (65%) and Canada (35%), and all represented companies with at least $100 million in annual revenue.

42% of retail executives worldwide say the most important role of physical retail as omnichannel buying evolves is to provide an in-person component to the customer experience (CX), according to April 2023 data from Bain and Aptos.

Key clients: eBay, Ikea Canada, Heineken, Xbox, Hellmann鈥檚. Retail media and ecommerce. Retail media is the fastest-growing ad category we track, and it is expected to remain that way through at least 2028. This year, we expect US retail media ad spending to grow by 26% YoY to $54.48 billion. It will continue growing at annual rates above 20% through 2028, when it will top $128 billion.

On today's episode, we discuss the implications of the Federal Trade Commission thinking Amazon tricked customers into signing up for automatically renewing Prime subscriptions, whether it makes sense for companies to force livestream shopping on Americans, if speciality stores really work, the impact of Facebook and Instagram restricting news access in Canada, whether reduced inflation can save the day, what a real work-life balance looks like, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Evelyn Mitchell-Wolf.

Retail media. Over 9 in 10 US marketers who invest in creator marketing planned to promote their partnerships via retail media networks in 2025, per Q3 2024 data from LTK and Northwestern University. That trend will help drive retail media ad spending, which will rise by 20.2% YoY in 2025. Brand deals are no longer bound to social platforms.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

Large Canadian banks saw a decline in customer satisfaction from 2022, with midsize banks performing better in a few key areas.

The details: The company鈥攚hich operated, franchised, or licensed over 13,000 stores in the US and Canada in FY 2024鈥攑lans to open approximately 200 large-format 7-Eleven stores annually through FY 2030 that ends February 2031, with the goal of reaching over 50% of the US population.

North American retail net sales dropped 7% to $3.0 billion, below the expected $3.08 billion, driven by lower volume and unfavorable price realization and mix. The company鈥檚 divestiture of its Canada yogurt business also shaved 1% off net sales. Adjusted per-share profit fell 15% in constant currency to $1.00, though it still beat analyst estimates of 96 cents.

Connected TV (CTV) has emerged as the fastest-growing ad channel tracked by 蘑菇AV. Its ad spend outpaced other digital ads, search, social media, and retail media in 2024.

The news: Affirm will be available as a payment option for in-store shoppers on Stripe Terminal for US and Canadian merchants, per a press release. Our take: Snagging a Stripe Terminal integration is a big win for Affirm. This can help expand its lead in the US, where it holds $35.69 billion in payment value鈥攁 $4 billion dollar lead over Klarna.

AEG Presents will give Amex cardholders access to the most in-demand artists in the US, the UK, Canada, Japan, and Australia. Through the American Express Venue Collection, eligible members can expect benefits like ticket access, dedicated entrances, and exclusive concession offers. Certain venues like The O2, the Crypto.com Arena, and Dignity Health Sports Park will offer exclusive lounges.

The company doesn鈥檛 source from Canada and has 鈥渕inimal鈥� imports from Mexico. Mattel has also spent recent years broadening its supply chain. It now sources products from seven countries and expects China to represent less than 40% of its global toy production this year, with Mexico accounting for less than 10%.

Imports like tequila and Canadian whisky are also expected to become more expensive. Energy costs may climb if the US enacts 鈥渟econdary tariffs鈥� on Russian and Venezuelan oil鈥攄uties that would extend beyond direct imports to products from any country sourcing oil from those nations. Auto prices are likely to rise as 25% tariffs on imported vehicles and parts take effect in April and May.

Use this chart: Retail and marketing leaders can use this chart to benchmark their approach against peers. If you're absorbing tariff costs, consider how to preserve margin through efficiency. If you're passing them on, be transparent with customers and explore added-value messaging to maintain loyalty. Related 蘑菇AV reports:. FAQ: US-Canada Trade War (蘑菇AV subscription required).

Higher tariffs on goods from Canada, Mexico, and the EU will also drive up prices for staples like produce, olive oil, and cheese. Our take: June鈥檚 CPI data shows the toll tariffs are beginning to take on consumers鈥� buying power.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to discuss everything retail media-related. There鈥檚 been a boom in the US, but how big is the opportunity elsewhere, and who are the early wave-makers in this space?

Retail, telecom, and travel and leisure declined. The company maintained its full-year guidance for 2025. Zooming out: The company鈥檚 Q1 results were driven by the loss of major clients and missing the mark with new products. WPP recently lost Coca-Cola鈥檚 US and Canada media business to Publicis Groupe, though it retained global media duties.

On today's episode, we discuss what to make of Microsoft putting ads in its AI-powered Bing Chat platform, the biggest pitfalls of companies using generative AI, and publishers' concerns about AI chatbots cutting readership. "In Other News," we talk about how much retail media networks are actually boosting the US ad market and which car manufacturers are leading the US electric vehicle (EV) race. Tune in to the discussion with our analysts Gadjo Sevilla and Max Willens.

A spending slowdown in Canada, Clover鈥檚 largest international market, also hurt volume. What鈥檚 next? Fiserv is leaning on acquisitions to expand its operations and accelerate growth. The company made four international acquisitions in the last two months. Fiserv acquired Canada-based Payfare to grow its embedded finance capabilities and push further into serving the gig economy.