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.

On today’s podcast episode, we discuss how tariffs are impacting the circular economy, if these trends will stick around, and which companies stand to benefit. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Sky Canaves and Analyst Rachel Wolff.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants’ tariff mitigation abilities.

Strong Q1 ad results show resilience: But AI, tariffs, and antitrust pressures will reshape how and where marketers spend in 2025.

54% of global marketers are slashing ad spend, says Nielsen: The need for adaptability, rather than bigger budgets, is more prominent than ever.

China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.

The EU expects tariffs to weigh on growth this year and next: The bloc downgraded its GDP expectations due to levels of uncertainty “not seen since the darkest moments” of the pandemic.

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.

Digital ad giants beat Q1 expectations, but tariffs, regulation, and slowing growth signal choppy waters ahead. This report breaks down which platforms are thriving, which are stalling, and what’s next for search, social, streaming, and retail media.

A trade war between two of the world’s largest consumer markets would cause significant disruption for consumers, retailers, and brands in Europe.

On today’s podcast episode, we discuss what we expect from consumer spending in Q2, the three scenarios we expect for total media (and digital) ad spending, and how marketers are reacting to everything. Join Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Forecasting Analyst Zach Goldner. Listen everywhere and watch on YouTube and Spotify.

Discounts are a primary motivator for TikTok Shop purchases: But that tactic may not be sustainable for sellers reeling from the impact of China tariffs.

Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.

Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.

Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.

Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

AR/VR continues to evolve as a tool for marketers and retailers to develop deeper consumer engagement. Long-term growth will be helped by AI integrations and demographic shifts. And while gaming is still the top use case, smart glasses are on the rise.

The effects of new tariffs are starting to hit home: Retailers that rely on discretionary spending are struggling, signaling rising anxiety among businesses and consumers—and likely slower growth ahead.