Big Pharma earnings don’t feel the impact of Trump's current tariffs—yet: Several large pharmas kept yearly financial guidance in place during Q1 earnings calls, highlighting how they’re absorbing current tariff costs. However, major business disruptions will take effect once Trump’s threat of 25% or more pharma tariffs lands.
Eli Lilly sues telehealth companies over compounded weight loss drugs: Lilly is leaving no stone unturned when it comes to building a legal case to prevent compounded tirzepatide from being prescribed and sold.
Max adds new paid sharing feature with profile transfer tools: As inflation rises, Max bets on flexibility over price hikes to reduce churn and increase retention.
Multiview, voice replies, and AI music tools mark YouTube’s pivot from mobile-first to TV-native and raise the bar for creators and advertisers alike.
Peacock reduced losses, gained subscribers in Q1: The successes indicate that the streaming platform could become more enticing for advertisers.
Gucci sales slid 25% in Q1: The brand’s struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.
With device price hikes looming, carriers are betting on their service-first models but may need to fight harder to retain cost-conscious customers.
Tariffs wreak havoc on travel demand: Airlines say demand for domestic travel has fallen off a cliff as more consumers opt to stay home amid uncertainty.
A third of US employees who work against their company's generative AI (genAI) strategy do so because they feel the technology diminishes their value or creativity, according to December 2024 data from Writer.
On today’s podcast episode, we discuss (now that tariffs are here), how they’re impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.
"Department stores are getting a bad rap," said our analyst Suzy Davidkhanian on a recent episode of "Behind the Numbers." "The way that department stores were structured as this one-hit wonder shop where you could find every single thing under one roof is a fallacy." Department stores are in a tough spot, as Hudson BAy’s recent bankruptcy shows. But ones that embrace new kinds of experiences, like the newly opened Printemps luxury department store in New York City's Financial District, might have the right idea for the future of department stores.
YouTube’s journey from zoo clip to video empire: A short upload about elephants was the starting domino in the rise of the internet’s most powerful platform.
Google has backtracked on its cookie plans once again, this time scrapping its decision to offer users a prompt to opt out of third-party cookies.
Linktree, a popular tool that allows users to share multiple links on one customizable home page, is introducing new ways for creators to monetize their content.
LoopMe partners with Cedara for a sustainable ad future: The partnership emphasizes the need for sustainable commitments for brands and consumers.
Retailers aren’t likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.
Could OpenAI turn ChatGPT into a shopping hub? The company is reportedly partnering with Shopify in an effort similar to other genAI shopping efforts by Perplexity and Microsoft.
Wealthier consumers are trading down: This could favor retailers that blend value and premium offerings with tailored merchandising and pricing.
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.
Food companies look to profit from consumers’ protein fixation: Demand for healthier products—and pressure from the MAHA movement—is pushing manufacturers to embrace “better for you” options.