Tariff escalation heightens recession fears: EMARKETER's forecasting team analyzes the economic disruption from Trump’s new trade policies.

Trump’s tariffs fuel ad industry pullback: Marketers are cutting budgets and ad growth projections fall sharply as inflation and trade uncertainty rise.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

Latin America’s digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region’s digital economy to new heights, the runway for growth remains long.​

Travel holds up amid headwinds: Consumers continue to prioritize trips, aiding hotel performance and expansion.

Egg prices are up, and so are consumers’ concerns about affording groceries amid rising cases of avian flu, inflation, and President Donald Trump’s tariffs. Here’s how grocery shopping may change in the year ahead and what retailers need to know.

Inflation accelerated in January: Rising prices of eggs, chocolate, and other goods keep costs in the spotlight, potentially squeezing discretionary spending and pressuring retailers.

Though Trump did as he promised, many banking customers are on edge.

This deck provides critical data to help retailers benchmark their own retail sales against the wider market.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.

With the holiday season in the rearview mirror, our analysts are already looking ahead to what the rest of this year—including the 2025 holiday season—will look like. This year will be defined by unpredictability, as President Trump begins his second term during a time of mixed consumer sentiments. Here are four trends our analysts expect will continue in 2025.

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.

They’re designing their own pathways toward achieving financial goals and could use banks’ expertise.

Retailers ended 2024 on a high: Holiday ecommerce sales surged by nearly 9% YoY as steep discounts and tariff fears spurred spending.

Retailers looking to capitalize on retail media’s growth opportunities need to understand the market developments, formats, and challenges shaping ad spending in Latin America.

A recent survey revealed that Gen Xers feel the most financially insecure and need specific banking services before the incoming administration takes office.

President-elect Donald Trump’s proposed 10% to 20% tariffs could cause double-digit price hikes across six retail categories, according to the National Retail Federation (NRF) analysis from November 2024.

Key stat: Price inclination for food away from home was up 3.8% YoY in October 2024, higher than the 1.1% increase in inflation for food at home, according to data from the US Department of Labor’s Bureau of Labor Statistics.