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.

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

Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

China manufacturing activity contracts ahead of Lunar New Year: While the blip may stem from holiday closures, it’s a worrying sign as the threat of tariffs looms large.

Shein stumbles under UK regulators’ scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

Almost one-third (31%) of US consumers would prioritize spending on essential items this year if a trade war or tariffs increased the price of products they regularly purchase, according to a January survey from First Insight.

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.

President-elect Donald Trump's second term promises profound shifts across commerce, technology, and regulation that will reshape how businesses operate and consumers behave. As the president-elect prepares to take office, his policy priorities are already triggering market reactions and pivots from major corporations.

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.

Logistics and the supply chain will take center stage this year: While a port strike may be off the table, rising costs and geopolitical tensions will force retailers to make hard choices.

Tariffs will upend the status quo: Retailers need to brace themselves for a new era of protectionist trade policies that drive up costs and eat into consumers’ spending power.

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

India’s government considers new subsidies, reduced tariffs to boost local production: The measures will make the country more attractive to manufacturers looking for China alternatives.