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See All Topics →Latest Articles
Explore our Research →Consumers unwilling to pay for AI features
Article |
Jul 30, 2025
The big answers: EMARKETER Daily quiz
Article |
Jul 29, 2025
Younger generations concerned most with cost of living
Article |
Jul 29, 2025
Brands prioritizing engagement, loyalty in influencer marketing
Article |
Jul 29, 2025
OpenAI’s upcoming GPT-5 unifies models, widens ChatGPT's lead
Article |
Jul 29, 2025
De minimis crackdown puts pressure on UPS’ cross-border business
Article |
Jul 29, 2025
Brazil’s streaming shakeup: Prime Video tops Netflix as ad-supported rivals surge
Article |
Jul 29, 2025
Some companies expand US manufacturing amid trade policy shifts
Article |
Jul 29, 2025
Citi’s Strata Elite enters the arena to compete with Chase’s Sapphire Reserve, Amex’s Platinum
Article |
Jul 29, 2025
Drugs coming from the EU will face a 15% tariff
Article |
Jul 29, 2025
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Learn More →Holiday Physical Retail Sales, by Tariff Scenario
Retail
By Tariff Scenario
Retail Ecommerce
Source: EMARKETER Forecast, May 2025 - June 2025
Note: sales are for Nov and Dec of each year; includes products or services purchased via physical channels (e.g., stores, infomercials, printed catalogs, vending machines); excludes products or services ordered using the internet; excludes travel and event tickets, payments such as bill pay, taxes, or money transfers, food services and drinking place sales, gambling and other vice goods sales
Additional Note: The “limited tariffs” scenario assumes that US tariffs apply only to select trading partners. The “moderate tariffs” scenario assumes that US economic growth slows, but the downturn is limited due to partial tariff relief brought by trade negotiations with other countries. The “heavy tariffs” scenario assumes that broad US tariffs spark a global recession, leading to inflation, retaliation from other countries, and weakened business and consumer sentiment.