Abercrombie & Fitch opts not to stock up on inventory despite tariff risks: The retailer is staying lean in order to chase trends and maximize full-price sales.

What retailers reaffirming 2025 guidance have in common: Dick’s, Walmart, and Home Depot are cutting supplier costs, diversifying supply chains, and raising prices strategically amid ongoing uncertainty.

With origins in performance advertising and a focus on efficiency, retail media is likely to remain resilient, even amid an economic upheaval exacerbated by US tariffs. However, impacts won’t be evenly felt, leaving some players better positioned to withstand headwinds.

Tariffs overshadow Macy’s turnaround progress: Sales fell less than expected on strength at Bloomingdale’s and Bluemercury, but pressures on discretionary spending could add to department store headwinds.

Ad agency consolidation is shaking employee confidence: Many fear layoffs, unclear futures, and eroding culture as leadership focuses on cost-cutting.

Temu parent PDD’s profits fell 47% in Q1 as global and domestic challenges pile up: The company’s operating model is ill-equipped for today’s protectionist trade policies.

The auto industry joins shift to performance-driven channels: Marketers are pulling away from traditional media like TV as tariff pressures mount.

The summer travel season will look very different this year: More trips are planned, but vacations will be shorter and cheaper.

Tariff uncertainty puts retailers in a tough spot: Merchants are rushing to import goods, risking excess inventory, shortages, or mismatches with consumer preferences.

Restaurant visits are declining as consumers worry about their finances: Uncertainty is pushing customers to be more discerning about where they spend their food dollars.

Uncertainty reigns under Trump’s ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.

Amazon shrugs off economic pressure: The retail giant says it hasn’t seen any meaningful average selling price increases, nor have shoppers pulled back spending.

Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.

Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.

US TikTok Shop employees prepare for layoffs: Tariffs and de minimis changes have pushed the platform’s ambitious commerce goal further out of reach.

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

As one of the hottest areas of digital advertising, CTV ad spending’s streak of annual double-digit increases could end thanks to tariffs.

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.

TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Target’s disappointing Q1 sets the stage for a difficult year: Softer discretionary spending and backlash against its DEI rollback are challenging the retailer’s ability to manage tariffs.