Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.
Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.
Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.
Trump’s tariff reprieve exacerbates uncertainty: The stop-and-start nature to the administration’s economic policy keeps retailers—and consumers—on edge.
Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.
Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.
US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.
The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.
Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.
Uber’s record Q4 overshadowed by conservative Q1 outlook: The company expects rising insurance costs, unfavorable FX rates, and weather-related disruptions to weigh on bookings
Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.
Media layoffs surge: The Washington Post lost $100 million last year, while Vox and HuffPost cut staff as publishers face financial pressures.
Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.
UK retailers face a challenging holiday season: The UK economy has grown in just one of the four months since Labour took power, exacerbating shopper gloom.
They’re still well below the overall average but could impede the already sluggish credit card recovery.
TJX’s value proposition won over shoppers of all ages and incomes in Q3: That momentum has carried over into Q4, putting the off-price retailer in pole position to benefit this holiday season.
Kraft Heinz expects US consumers’ trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels’ rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.
US inflation eased in September, but consumers remain anxious about their finances: Food prices and the cost of living keep shoppers on edge, even as most indicators point to healthy spending.
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