A 90-day pause in tariffs added over $800 billion to the Magnificent Seven’s market cap, revealing just how damaging trade tensions had been for investor confidence.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

With always-on AI, Meta’s next smart glasses could normalize surveillance as convenience—especially in a lax US regulatory climate.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

Although no single player rivals Mercado Libre’s hold on Latin America’s ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered “Buy For Me” feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.

Whether brands are aligning their product with comfort food, launching fragrances, or prioritizing scent in their retail spaces, marketers are embracing multisensory experiences as another way to stand out in the digital noise.

Turbulence in trade relations is changing how China’s ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

Amid dizzying policy unpredictability and a grab bag of unpleasant economic possibilities, precise ad spend forecasting is challenging. A scenarios-based approach can help clarify potential outcomes.

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.

Agent Pay could transform the payments experience for consumers with hyperpersonalized recommendations

Holiday traffic surged with AI bots, but trust issues, security concerns, and web design flaws risk halting the agent revolution before it scales.

Amazon sellers rethink Prime Day participation: With tariffs wreaking havoc on their profits and ability to plan, merchants expect to reduce discounts or skip this year’s sale entirely.

Amazon's sales share will continue to grow in key product categories. But food and beverage remains a rare weak spot for the ecommerce giant.

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.

Private label brands are set for another surge in momentum as consumers become increasingly concerned about the impact of tariffs.

Amid high costs and tariff risks, Amazon’s pause on colocation reflects a move to prioritize flexibility, control, and long-term scalability.