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.
Article
| Feb 4, 2025
Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.
Article
| Feb 4, 2025
​​Trump’s tariffs could result in higher healthcare prices: We examine what’s at stake for companies making pharmaceuticals and medical products and explore how the new tariffs run in conflict with Trump’s commitment to lowering prescription drug prices in the US.
Article
| Feb 4, 2025
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.
Article
| Feb 4, 2025
Tariffs could make US-made vehicles more expensive than imports: US automakers’ supply chains depend on cross-border trade, and there’s no simple way to untangle those relationships.
Article
| Feb 3, 2025
Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.
Article
| Feb 3, 2025
Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.
Article
| Feb 3, 2025
Digital gaming has become one of the most popular activities in the world, thanks mainly to the proliferation of smartphones and free mobile games. Here is our worldwide forecast for total gamers, with breakouts by region and for 13 countries.
Report
| Jan 31, 2025
Article
| Jan 30, 2025
Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.
Article
| Jan 29, 2025
The pressure is on as regulators in the US and the EU raise red flags over user data and national concern issues, while OpenAI accuses it of stealing APIs.
Article
| Jan 29, 2025
The image generator’s open-source availability raises concerns about potential misuse for deepfakes and misinformation, especially in the absence of robust AI safety regulations in the US.
Article
| Jan 29, 2025
A series of major milestones are on tap for total media and digital media ad spending around the world in 2025, although growth will be uneven across countries and regions.
Report
| Jan 28, 2025
Affordable AI is a game-changer for marketers, but DeepSeek’s data privacy practices may scare off companies wary of Chinese server storage and security gaps.
Article
| Jan 28, 2025
Microsoft, Oracle, and billionaire investors are vying for a TikTok buyout, with ByteDance keeping a stake. The deal could reshape TikTok’s data security and advertising model.
Article
| Jan 28, 2025
LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.
Article
| Jan 28, 2025
DeepSeek’s affordable AI is a game-changer for marketers, but DeepSeek’s data privacy practices may scare off companies wary of Chinese server storage and security gaps
Article
| Jan 28, 2025
Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.
Report
| Jan 27, 2025
A scrappy Chinese startup disrupts the AI hierarchy with a lean, open-source model, challenging Big Tech’s costly infrastructure and rewriting the rules of AI competition.
Article
| Jan 27, 2025
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.
Article
| Jan 27, 2025
Instagram is revamping Reels with a follower activity feed while Threads rolls out analytics and tests ads. The moves aim to deepen user engagement and maximize brand exposure.
Article
| Jan 24, 2025
On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.
Audio
| Jan 24, 2025
P&G’s investments in innovation are driving volume growth: The company gained share in Q2 and kept private labels at bay.
Article
| Jan 22, 2025
Oracle surged 6% amid AI collaboration news. Apple, SpaceX, and Microsoft align with government priorities, leveraging investments for strategic gains.
Article
| Jan 21, 2025
India’s weak consumer purchasing power: The country’s slowing economic momentum presents a challenge for retailers and brands relying on the market for growth.
Article
| Jan 21, 2025