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.
Article
| Jan 16, 2025
Forecasts
| Oct 3, 2024
Source: ĢAV Forecast
Trump’s tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.
Article
| Nov 26, 2024
Fifty-eight percent of US households are “extremely concerned” about inflation: While grocery price growth has normalized, the rapid increases over the past few years continue to influence shopping behaviors.
Article
| Dec 9, 2024
Report
| Jan 4, 2024
Fewer US consumers shopped on Black Friday this year, despite record spending, per PYMNTS—indicating higher spending per shopper. Big-ticket spending also saw an uptick, likely fueled by some shoppers splurging ahead of potential tariffs. Commercial banking shifts ahead: Corporations in the US and abroad are trying to plan around the uncertainty.
Article
| Dec 6, 2024
Chart
| Dec 18, 2024
Source: IWSR (International Wine and Spirits Record)
Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.
Article
| Nov 7, 2024
Chart
| Dec 20, 2024
Source: Qualtrics XM Institute
Chart
| Dec 20, 2024
Source: Qualtrics XM Institute
Our latest analysis of 12 companies unpacks key trends in Latin America retail ecommerce during Q2 2022. It provides retail professionals with insights into the current landscape and what these trends mean heading into 2023.
Report
| Nov 16, 2022
The capability should help boost Pix’s in-store volume, serving as a roadmap for the US’s FedNow to boost retail adoption
Article
| Nov 7, 2024
Chart
| Aug 31, 2024
Source: Kantar; Instituto Nacional de Estadística y Censos (INDEC); Cámara Argentina de Comercio Electrónico (CACE)
It's the ecommerce giant’s first credit card but likely not the last as it competes with Amazon and other ecommerce sites
Article
| Oct 24, 2024
Trump’s tariff proposals will eat into consumers’ discretionary spend: The price of goods such as shoes, toasters, and mattress and box springs will soar under the across-the-board tariff plan.
Article
| Nov 6, 2024
Shoppers are less willing to wait when everyday goods are locked up. For example, 53% of shoppers will wait for assistance if bath and body products are locked up and 56% will wait for makeup and cosmetics, compared with 74% for consumer electronics. Our take: Retailers’ efforts to rein in retail theft may have an outsize effect on their short- and long-term business.
Article
| Nov 6, 2024
This year, TikTok will pull in 22 times the ad revenues of fellow fast-grower Mercado Libre ($1.02 billion), but Latin America’s largest ecommerce retailer will rapidly ascend the advertising ranks in the coming years. Click here to view our full forecast for digital ad revenue growth by company worldwide. Amazon will get a growth boost from its OTT video service.
Report
| May 29, 2024
Chart
| Aug 27, 2024
Source: ĢAV; Interactive Advertising Bureau Argentina (IAB Argentina); Interactive Advertising Bureau Brasil (IAB Brasil); Interactive Advertising Bureau Chile (IAB Chile); Interactive Advertising Bureau Colombia (IAB Colombia); Interactive Advertising Bureau México (IAB México); Interactive Advertising Bureau Perú (IAB Perú); Interactive Advertising Bureau Uruguay (IAB Uruguay); Interactive Advertising Bureau (IAB)
Our inaugural forecast for retail ecommerce sales by product category in Brazil will help retail professionals understand the current state of the country's ecommerce ecosystem. We also look at the 10 categories driving growth in 2022 and beyond.
Report
| Aug 29, 2022
Our inaugural forecast for retail ecommerce sales by product category in Argentina will help retail professionals understand the current state of the country’s ecommerce ecosystem. We also look at the categories driving growth in 2022 and beyond.
Report
| Aug 25, 2022
The retailer plans to expand its physical footprint by opening 500 to 600 shops across Asia, Latin America, and Europe in the next few years. On Monday it teased a potential collaboration with Beyoncé in an Instagram post featuring the caption “INTRODUCING: A New Chapter.”
Article
| Sep 24, 2024
Chart
| Nov 6, 2024
Source: Mercado Libre
Chart
| Nov 6, 2024
Source: Mercado Libre
The boom times for ecommerce and retail have largely passed. “It’s going to be harder [for retailers] to identify pockets of growth and opportunity. But, the good news is that it’s not going to be that roller coaster of demand fluctuations that has been challenging for retailers to navigate over the last couple of years,” our analyst Blake Droesch said.
Article
| Oct 10, 2024
Chart
| Oct 30, 2024
Source: Advertiser Perceptions