With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold
Acadia acquires Crush to expand Amazon-first capabilities: The deal reflects growing demand for full-funnel retail media solutions.
In today’s episode, we talk about what young people want most from a bank, their favorite alternative investments, and what their parents have taught them about saving for the future. Join the discussion with host and Head of Business Development Rob Rubin, Analyst Lauren Ashcraft and Senior Analyst Grace Broadbent.
Consumers became more cautious with their spending, a trend that could worsen with Trump’s reciprocal tariffs
Uptake could be limited given the crypto market plunge
If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown
Consumers are eating at home more often: Cooking is on the rise as shoppers look to save.
China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.
Levi Strauss excludes tariff impact from forecast: The uncertainty and upheaval from the latest duties are making it impossible for the retailer to nail down a mitigation strategy.
Tariff escalation heightens recession fears: EMARKETER's forecasting team analyzes the economic disruption from Trump’s new trade policies.
“A Minecraft Movie” exceeds box office expectations: The release comes at a much-needed time for Warner Bros. Discovery.
Retailers are quickly embracing autonomous AI—sometimes referred to as agentic AI—to enhance operations and customer experiences. Gen Z is leading the shift, using AI for discovery and shopping. But to grow adoption across all generations, retailers must build trust through data security and transparency of AI use.
Walmart plans to open or remodel 45 Fuel and Convenience stations this year, bringing its total to 450 locations.
Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.
The Ulta and Target partnership may not last: Ulta is pausing its expansion of Target shop-in-shops this year as it looks to “unlock value” from its existing locations.
The impacts of the Trump Administration’s new tariffs are already rippling through global supply chains and consumer markets. "US retailers should be dusting off their inflation playbooks and brace for erratic shifts in spending patterns," warned our analyst Blake Droesch.
Gen Z consumers are more likely to participate in economic boycotts: Their willingness to stop spending with their favorite brands over DEI and other issues should give retailers pause.
Worsening economic conditions will be felt deeply by issuers if the tariffs remain in their current form