Abercrombie & Fitch opts not to stock up on inventory despite tariff risks: The retailer is staying lean in order to chase trends and maximize full-price sales.

Capri eyes recovery with Michael Kors and Jimmy Choo: Quarterly revenue decline is smaller than expected, but challenges could complicate rebound efforts.

With origins in performance advertising and a focus on efficiency, retail media is likely to remain resilient, even amid an economic upheaval exacerbated by US tariffs. However, impacts won’t be evenly felt, leaving some players better positioned to withstand headwinds.

Tariffs overshadow Macy’s turnaround progress: Sales fell less than expected on strength at Bloomingdale’s and Bluemercury, but pressures on discretionary spending could add to department store headwinds.

48% of US adults want brands to be clear and thorough about price increases, explaining the reasons, including tariffs, according to March 2025 data from Collage Group.

Temu parent PDD’s profits fell 47% in Q1 as global and domestic challenges pile up: The company’s operating model is ill-equipped for today’s protectionist trade policies.

On today’s podcast episode, we discuss the potential of Amazon’s new Buy for Me feature, which of its new CTV ads will make the biggest impact, and how much tariffs might slow down the online shopping giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

The auto industry joins shift to performance-driven channels: Marketers are pulling away from traditional media like TV as tariff pressures mount.

The summer travel season will look very different this year: More trips are planned, but vacations will be shorter and cheaper.

Search ad spending will not be immune to the economic upheaval caused by the US tariff regime. But it will be less susceptible than other spending areas.

Tariff uncertainty puts retailers in a tough spot: Merchants are rushing to import goods, risking excess inventory, shortages, or mismatches with consumer preferences.

Restaurant visits are declining as consumers worry about their finances: Uncertainty is pushing customers to be more discerning about where they spend their food dollars.

President Trump’s volatile tariff policies have created uncertainty in the advertising market, with forecasters now projecting multiple scenarios for how the rest of 2025 might unfold.

Uncertainty reigns under Trump’s ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.

The average vehicle age keeps climbing in the US: Advance Auto Parts is banking on maintenance and repair to help it steer clear of macroeconomic speed bumps.

Amazon shrugs off economic pressure: The retail giant says it hasn’t seen any meaningful average selling price increases, nor have shoppers pulled back spending.

Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.

Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.