Last week, Amazon made a last-minute offer to buy TikTok, just days before President Donald Trump postponed enforcement of the sale-or-ban law for another 75 days. Reportedly, the bid isn’t being taken seriously, so it’s unlikely the deal will go through. However, the deal is worth considering because it shows how Amazon is trying to maintain its status as the top retail media network and ecommerce retailer in the US.
On today’s podcast episode, we discuss what consumer confidence actually means, which specific economic indicators most significantly impact it, and what all this says about the overall health of retail right now. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian, Senior Analyst Zak Stambor, and Research Associate Professor and Director of the Surveys of Consumers at the University of Michigan Joanne Hsu.
Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.
Mother’s Day campaigns are shifting toward personal storytelling, creator partnerships, and emotionally resonant content to deepen consumer connection. For marketers, it’s a reminder that authenticity and brand values can drive both engagement and sales.
Walmart is upbeat despite tariff turmoil: The retailer expects to take share as shoppers grow more value-conscious.
In today’s episode, we talk about what young people want most from a bank, their favorite alternative investments, and what their parents have taught them about saving for the future. Join the discussion with host and Head of Business Development Rob Rubin, Analyst Lauren Ashcraft and Senior Analyst Grace Broadbent.
China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.
Tariff escalation reshapes Latin America trade: New duties disrupt retail margins, inventory flows, and regional growth forecasts.
Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.
With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold
True Religion, the 23-year-old urban casual lifestyle apparel brand, has maintained relevance by strategically balancing heritage with innovation and leveraging cultural connections, while expanding to new audiences.
If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown
Retailers are quickly embracing autonomous AI—sometimes referred to as agentic AI—to enhance operations and customer experiences. Gen Z is leading the shift, using AI for discovery and shopping. But to grow adoption across all generations, retailers must build trust through data security and transparency of AI use.
Walmart plans to open or remodel 45 Fuel and Convenience stations this year, bringing its total to 450 locations.
Tariff escalation heightens recession fears: EMARKETER's forecasting team analyzes the economic disruption from Trump’s new trade policies.
Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.
Off-site retail media ad spend will grow 42.1% in 2025, almost three times as much as on-site, according to our November 2024 forecast.
The impacts of the Trump Administration’s new tariffs are already rippling through global supply chains and consumer markets. "US retailers should be dusting off their inflation playbooks and brace for erratic shifts in spending patterns," warned our analyst Blake Droesch.
The end of de minimis is nigh: The rule that fueled the rise of Temu and Shein is set to end on May 2.