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TikTok, meanwhile, accelerated plans to launch TikTok Shop in Mexico and Brazil. But while their US prospects have dimmed, China鈥檚 ecommerce players will continue to significantly outpace the 5% growth rate for overall US ecommerce in 2025. We forecast that Temu鈥檚 US sales will increase by 13.5%, while Shein鈥檚 will rise by 10.0%.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

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.

Retaliatory tariffs from Canada, Mexico, and China, which are vital to manufacturing, could further inflate costs. Automakers warn tariffs could add $12,000 to new car prices, per Motor Finance, a setback for EVs whose high up-front cost is a leading barrier to adoption for 50% of consumers, per Capgemini. What鈥檚 at stake?

The president鈥檚 latest promise to go through with Mexico and Canada tariffs, slap an additional 10% levy on Chinese imports, and introduce reciprocal tariffs in April will only heighten the unpredictability companies face.

Digital gaming has become one of the most popular activities in the world, thanks mainly to the proliferation of smartphones and free mobile games. Here is our worldwide forecast for total gamers, with breakouts by region and for 13 countries.

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

Why it matters: This is part of Apple鈥檚 broader effort to manage upcoming tariffs on imported products from China and Mexico. Apple is already diversifying its manufacturing, such as ramping up production in India. During Trump鈥檚 first term, Apple was able to earn tariff exemptions for its iPhones.

Catch up quick: The US agreed to postpone Canada and Mexico tariffs for a month, only a few days after Trump said he would impose a 25% levy on goods shipped from both countries. Meanwhile, a 10% charge on imports from China went into effect on Tuesday. Why it matters: The US depends greatly on China, Mexico, and Canada for pharmaceuticals and the chemicals needed to make them.

TelevisaUnivision is doubling down on young Hispanic audiences: With music festivals, microdramas, and dual-language content built for mobile.

The tariffs鈥攚hich are in addition to the planned duties on Canada and Mexico that threaten to crash the US auto industry鈥攚ould drive up the price of new cars by thousands of dollars. Sticker shock: Car prices are near record highs even before the planned tariffs take effect. The average transaction price for a new vehicle in December was $47,465, up 27.2% from $37,310 in prepandemic 2019, per Edmunds.

Retailers looking to capitalize on retail media鈥檚 growth opportunities need to understand the market developments, formats, and challenges shaping ad spending in Latin America.

The US could be the only country to experience a drop in foreign travel spending this year: Tariffs, uncertain travel policies, and a boycott by Canadian and Mexican travelers may cost the economy $12.5 billion.

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.

The Associated Press was denied access to a White House event after refusing to change the Gulf of Mexico to the Gulf of America, hinting at why some outlets are hesitant to alienate Trump and allies like Musk. Musk sued the World Federation of Advertisers in August over an allegedly illegal boycott of advertising on X (formerly Twitter), which may further contribute to current concerns.