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Our take: The incoming Trump administration鈥檚 mandate to raise tariffs on China, Mexico, and Canada has already resulted in China banning rare mineral imports to the US, putting companies like Nvidia on the defensive. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

There鈥檚 uncertainty ahead: Additionally, Trump has proposed blanket tariffs on Mexico, Canada, and China, per The Guardian. This plan has sparked panic among various industries, including manufacturing, which relies heavily on imports to protect its margins. What that uncertainty means for banks: In the short term, banks are protecting their revenues by factoring in some market ups and downs.

However, among the countries where US-based retailers are likely to operate, Mexico will be the hottest growth market for ecommerce through 2028. Index of Benchmarks. Below are links to each of the seven decks that comprise this series, covering US total retail, ecommerce, holiday, Amazon, grocery, apparel, footwear, and accessories, and worldwide retail context.

Mexico, which faces a potential 25% tariff, is the leading source of these imports. Meanwhile, climate change will likely continue to disrupt agriculture, with last year鈥檚 adverse weather driving up prices for staples like cocoa, coffee, and oranges. GLP-1s will shift consumption patterns: Roughly 1 in 8 US adults have already taken a GLP-1 drug, per KPP, and that number is likely to rise this year.

The landmark NBA deal includes exclusive live game rights in the Nordics, Poland, and parts of Latin America, excluding Brazil and Mexico. WBD鈥檚 TNT Sports will produce the iconic 鈥淚nside the NBA鈥� show, featuring Charles Barkley and Shaquille O'Neal, which will air on ESPN and ABC starting with the 2025-26 season.

And the credit union has expansion plans鈥擲unward is acquiring the New Mexico operations of Utah-based Mountain America Credit Union, adding two branches in Albuquerque, and plans further branch expansions in the South Valley and West Side, increasing its presence to 17 locations.

The survey was conducted in Australia, Belgium, Brazil, Canada, China, Denmark, Finland, France, Germany, Ireland, Italy, Japan, Luxembourg, Mexico, Netherlands, Norway, Poland, Saudi Arabia, Spain, Sweden, United Arab Emirates, the UK, and the US.

With billions of potential users off-limits, TikTok鈥檚 user base could end up heavily weighted toward Brazil, Indonesia, and Mexico. Click here to view our full forecast for TikTok users, by country.

While Southeast Asia shows potential, Mexico is a top contender for US-based retailers to expand online, Droesch said. In 2024, Mexico鈥檚 ecommerce sector grew by 15.7%, with sales reaching $58.89 billion, per our forecast.

The news: Santander launched its US speedboat Openbank, and plans to expand into Mexico in the near future as well. The digital subsidiary currently has 2 million customers from its European presence. The launch: The digital bank鈥檚 entry into the US market has been fairly low key on social media.

Mexico and the US came next, at 34.0% and 33.9%, respectively. Voice commands are often more convenient than the laborious inputting of characters in local languages on devices, potentially helping to drive adoption. Some 26.2% of respondents watched influencer videos or vlogs, ranking China No. 9 globally in this metric.

This year alone, Mercado Libre will invest a record-breaking $2.45 billion (MXN 43.45 billion) in Mexico.

Trade challenge: The US trade office has challenged the tax, claiming it is discriminatory to US firms and violates the United States-Mexico-Canada Agreement. The 2025 federal election: Polls strongly indicate the election will unseat the Liberal government, which enacted the tax, in favor of the Conservative Party. Retail media will benefit from emerging formats.

The largest audiences outside the US for the Super Bowl were Mexico (24.1 million viewers) and Canada (18.8 million), with Germany in a distant third at 3.8 million. The NFL still has major ground to cover outside North America. The good news? Germany, the UK, and Brazil are among the markets where the NFL already hosts some of its international games.