Canadian consumers boycott American products as tariff threat looms: Anti-US sentiment is pushing consumers to buy local—a trend likely to continue in countries targeted by Trump’s tariffs.

US President Donald Trump’s shifting trade policies will have ramifications for US brands that do business with Latin America. This FAQ addresses the most pressing questions for companies as they navigate new tariffs, supply chain disruptions, and the potential rise of new competitors.

This week, small businesses express concerns about President Trump’s policies, private label brands gain traction, and Gen Z embraces AI for shopping. Meanwhile, TikTok music influences purchases, and excessive advertising drives cart abandonment.

Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.

As their clients await the impacts of tariffs, banks set aside money for losses.

The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.

Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.

Tariffs threaten Canada’s retail sales recovery: Confidence is falling as consumers brace for higher prices and economic upheaval.

This week, consumers are concerned about tariffs but continue shopping via mobile and on low-price retailers associated with China. Consumers are also less focused on fast delivery and flocking to Google for reviews.

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.

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.​

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. This week, Temu and Shein get a scare, consumers use buy now, pay later (BNPL) apps to discover new products, and Super Bowl viewers don’t really care about ads for AI products or services.

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.

Shopify’s Q4 sales accelerate 31%: The company expects Q1 sales to grow in the mid-20% range as it ramps up efforts to attract major brands like Goop and Reebok to its ecosystem.

Chinese ecommerce platforms seek new paths for growth: Temu expands into South Korea amid challenges in Western markets.

Three-quarters of consumers will reduce spending if tariffs lead to higher prices: Dining out, apparel, and live entertainment are the most likely candidates for cutbacks.

Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies’ top ad spenders.

Challenges mount for Temu and Shein: Both are facing crackdowns by US and EU regulators that could severely curb their long-term prospects.

Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

Despite having little presence in China, Google faces an antitrust probe amid a rising trade war, suggesting regulatory pressure could be used as a geopolitical bargaining tool.