DoorDash makes $3.6 billion bid for Deliveroo despite global economic uncertainty: The delivery company hopes to broaden its international reach at a time when consumers are cutting restaurant spend.
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.
Holiday traffic surged with AI bots, but trust issues, security concerns, and web design flaws risk halting the agent revolution before it scales.
AI agents will likely limit ad opportunities during the consumer journey's consideration stage, but they will allow for more ad opportunities in the awareness stage, our research shows.
Low-cost online marketplaces like Temu and Shein have surged in popularity across the US in recent years, and starting today, both retailers have enacted price hikes due to rising import costs As of January 2025, 44% of US adults have shopped on Temu, while 31% have purchased from Shein, according to data from Morning Consult. Competitive pricing is a key draw for consumers.
US ecommerce sales will be hit hard by tariffs: Many online platforms’ advantages could disappear as prices rise, inventory runs dry, and delivery times slow.
The company’s acquisition spree could help accelerate growth despite an uncertain economic climate
In the wake of slowing remittance volume, the company’s financial media network can help it diversify and boost revenues
D2C shoppers want fast delivery speed: Survey shows they are less interested in the story behind a brand and more concerned about basic operational execution.
Walmart promises support for tariff-hit Chinese manufacturers: The retailer will help suppliers get in front of domestic shoppers as it tries to stay on Beijing’s good side.
This can help the POS provider attract a wider range of customers and cross-sell other features
ByteDance restructures TikTok Shop’s US operations: The move reflects growing dissatisfaction with the unit’s performance, as well as a potential change in strategy as uncertainty threatens growth.
2 in 5 brands plan to scale back Pride engagement: The change results from mounting conservative pressure—but some brands are reaffirming commitment.
On today’s podcast episode, we discuss what traveler media can do that retail media can’t, what makes travelers more receptive to personalized ads, and the possibilities that emerge once fast, free WiFi becomes ubiquitous on planes. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and the CEO of MileagePlus, United Airlines Richard Nunn. Listen everywhere and watch on YouTube and Spotify.
The BNPL provider is racking up partners in a major expansion push before its now-delayed IPO
The companies faced mixed results and looming uncertainty as a result of tariffs
The payments giant also deepened its tie-up with Coinbase to make buying and using the asset more accessible
Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.
Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.
Chipotle sees pullback in spending tied to consumer unease: Despite those challenges, McDonald’s and Sonic have both found recent success with limited-time promotions.