Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

On Monday, US and Chinese officials reportedly announced a significant reduction of the recent tariffs that have led to economic uncertainty around the world.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports—and shoppers have taken note.

AppLovin beat Q1 expectations and exited gaming: The company is now all-in on adtech, led by AXON’s rapid growth.

As retail spending slows down, consumers are increasingly using the same feeds that fuel impulse shopping to bond over the collective desire to curb their spending. This makes an influencer strategy embedded in value and relatability crucial.

Tapestry dismisses impact of tariffs on FY performance as “immaterial”: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

The US and UK tout a trade agreement—with a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it’s not a done deal.

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

Funding hit a two-year high, but the concentration among megarounds points to deeper problems in the startup funding space

On today’s podcast episode, we discuss how tariffs will impact private labels, if private label still a synonym for “affordable”, and some unofficial awards for the 5 most interesting private label players. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Analyst Arielle Feger.

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.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

Ford expects tariffs to take a $1.5 billion bite out of profits: That’s in spite of its sizable US manufacturing base, which bodes ill for its globalized competitors.

Tariffs make content creation a riskier gig: If brand deals dry up, creators could seek more traditional career paths.

Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

US consumers will spend $3.2 billion on flowers this Mother’s Day: While NRF’s forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

The growing trade war could dim America’s birthday and beyond: With flags and fireworks largely produced in China, July Fourth may be quieter—and holiday gifts scarcer.