Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

The company made major strategic moves during its transition year, but it may take longer for them to bear fruit

The directive from acting Director Scott Bessent throws recent payments rules like the open banking and BNPL rules into flux

Their model proved they can include BNPL loans without hurting most consumers’ credit scores

60% of US B2B marketers plan to boost spending on AI tools and on social media advertising in 2025, per November 2024 data from Madison Logic and The Harris Poll.

Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

PepsiCo leans on value, healthier snacks to drive sales in 2025: But the CPG company expects growth to be muted as consumers focus on price.

RFK Jr.’s HHS Secretary nomination advances: If there were any lingering concerns over Kennedy leading the department, Senator Cassidy—a physician—and his deciding vote likely put them to rest.

​​Trump’s tariffs could result in higher healthcare prices: We examine what’s at stake for companies making pharmaceuticals and medical products and explore how the new tariffs run in conflict with Trump’s commitment to lowering prescription drug prices in the US.

New York attorney general tells hospitals to continue gender-affirming care: The mandate stands in opposition to President Trump’s recent executive order that outlaws gender-affirming care in children, with hospitals’ access to federal funding on the line.

Spotify reports its first full year of profitability: Cost-cutting, price hikes, and a UMG deal should help the company build on its strong Q4 in 2025.

Fresh off an FTC settlement, the platform now faces a data breach—fueling doubts about its security and jeopardizing its acquisition by Wonder Group.

Despite having little presence in China, Google faces an antitrust probe amid a rising trade war, suggesting regulatory pressure could be used as a geopolitical bargaining tool.

AI-driven efficiencies boosted profits, but maintaining growth may require more than automation and personalization to keep users engaged and willing to pay more.

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.

In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

Google made its marketing mix model (MMM), Meridian, available to the public last week and launched a program of over 20 trained and certified measurement partners to help marketers use the tool.

The year started with a flurry of commerce media news, from Meijer Media expanding into off-site channels to Microsoft’s new ad capabilities.

The tool delivers expert analysis with citations, but necessary human oversight and restricted availability could limit adoption.

Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.