53% of US Gen Z adults say they have, are, or will participate in an economic boycott—more than any other generation, per a March 2025 Harris Poll.
New tariffs will create ripple effects across retail—and returns will be no exception. With US retail returns predicted to exceed $1 trillion this year, according to a December 2024 EMARKETER forecast, the pressure is on retailers to adapt.
Tariffs cast a shadow over consumer spending in Q1: Growth slowed from 4.0% in Q4 to just 1.8% in Q1 as households sharply cut back on goods.
Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.
Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.
Shein considers restructuring to minimize tariff, de minimis impact: But any move to shift production out of China could provoke Beijing’s ire—and derail its long-awaited IPO.
Marketers face rising pressure from tariffs, triopoly dominance: Growth is coming from mid-tier platforms and smarter strategies, EMARKETER analysts say at Possible conference.
ChatGPT's shopping tool threatens retail media revenues: Its product search could siphon ad dollars from retailers struggling with tariffs, higher prices, and weak demand.
Economic uncertainty could derail its efforts to reinvigorate growth
Agent Pay could transform the payments experience for consumers with hyperpersonalized recommendations
TikTok makes a bid to encourage creators, agencies to livestream: The push is part of the platform’s strategic effort to avoid a US ban.
Nobody knows what’s ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.
Amazon insists it won’t display tariff costs on products after White House backlash: Despite political heat, radical transparency may be best for retailers in an uncertain environment.
Samsung Ads launches Creative Canvas to streamline interactive CTV ads: It aims to capture midmarket brands focused on speed and engagement.
Holiday traffic surged with AI bots, but trust issues, security concerns, and web design flaws risk halting the agent revolution before it scales.
81% of Gen Z and millennial consumers have switched brands in the past year, according to December 2024 data from Salesforce.
Hispanic consumers curb spending over immigration policy fears: Their discretionary purchases are falling sharply, hurting sales at Walmart and Constellation.
Many retailers in Latin America like Mercado Libre, Rappi, and even Walmart function not only as commerce players, but as financial institutions as well. As a result, commerce media in Latin America is charting a different course than it has in the US, one that could result in unique opportunities for companies with access not only to shopper habits, but to financial data as well.
President Donald Trump’s shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.
‘Sinners’ beats box office expectations for the second week in a row: The film’s success is a beacon of hope for WBD and the theater industry.