Chewy reaps the rewards as pet spending shifts online: Meanwhile, Petco is hoping a partnership with Uber Eats and a new direction under CEO Joel Anderson will help narrow the gap.

Ad revenues outlook declining amid economic uncertainty: The latest Magna ad sales forecast indicates several factors are at play in the downturn.

Dollar Tree’s market share is growing as consumers across incomes prioritize value: The retailer sees strong prospects as it offloads Family Dollar and expands its multi-price assortment.

Consumers brace for tariff-related price hikes: Some take preemptive action, with 1 in 10 shoppers making a big-ticket purchase to sidestep rising costs.

The UK economy is in a tough spot: Consumers are keeping a tight grip on their wallets as tariffs and government budget cuts loom.

70% of US adults believe tariffs will lead to higher prices on food, electronics, and other goods, but only 26% are stocking up on items they think will cost more, according to a February 2025 survey from Ipsos.

The USTR’s plan to impose steep fees for China-built commercial ships is “more of a threat than tariffs”: Carriers could face millions in charges for each US port call—costs that will be passed on to retailers and, eventually, consumers.

Influencer marketing is maturing and diversifying. While the turmoil at TikTok and the escalating trade war are causing temporary uncertainty, the industry will remain resilient as momentum around influencer marketing grows.

Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

Darden expects consumers to keep splurging on restaurant meals despite uncertainty: But dining out could be one of the first indulgences to go once tariff-related price hikes take effect.

50% of US adults are likely to cut back on spending at fast food restaurants if tariffs lead to higher prices, according to a February 2025 CivicScience survey.

Costco tries to shift tariff burden onto China suppliers: But that strategy comes with increasing risks as Beijing takes a more active role.

Nearly all marketers are concerned about Trump’s tariffs: The trade war is putting pressure on marketers—but there are some options to mitigate the damage to brands.

With profits down and factories years away, Foxconn says tariffs are a major obstacle for companies navigating rising costs and supply chain instability.

Banks must help customers navigate growing economic uncertainty.

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

Consumers are confused about tariffs, and brands need to find a way to reach them with the right messaging about the potential for volatile pricing.

Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.

Pharma ramps up US manufacturing: It’s part of the industry’s response to President Trump’s threatened tariffs on drug imports. We explore some of the pros and cons around reshoring drug manufacturing.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.