Our take: Temu’s moves to establish a comprehensive seller ecosystem, complete with ads and the ability to plug third-party ecommerce tools into its platform, illustrate the marketplace’s evolution from a bare-bones, ultra-cheap marketplace to a global juggernaut capable of challenging Amazon in its largest market.
Article
| Jan 14, 2025
Forecasts
| Nov 30, 2024
Source: ĢAV Forecast
While charging infrastructure struggles to keep pace with vehicle sales, retailers can differentiate by offering premium charging destinations with amenities, shopping experiences, and targeted advertising opportunities while drivers wait for their cars to charge. As cars evolve into mobile devices, advertisers gain new territory.
Report
| Nov 13, 2024
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
Tariffs on Chinese goods could hurt Google, Meta: Chinese retailers Temu and Shein are two of the companies’ top ad spenders.
Article
| Feb 6, 2025
The largest US remittance corridor is Mexico, followed by China, per the Federal Reserve. Click here to view our full forecast for US remittance outflow. Widespread availability of digital remittance apps has made them a popular option globally.
Report
| Jan 15, 2025
Forecasts
| Nov 21, 2024
Source: ĢAV Forecast
His shift mirrors broader changes in his approach to Chinese business relations and social media regulation. The incoming president will have multiple tools at his disposal to prevent a TikTok shutdown.
Article
| Jan 16, 2025
Forecasts
| Nov 18, 2024
Source: ĢAV Forecast
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
BYD, for example, delivered over 296,000 cars in January, with overseas sales hitting a record 66,336, despite rising trade tensions and tariffs on Chinese EVs from both the US and EU, per Bloomberg.
Article
| Feb 3, 2025
Forecasts
| Oct 29, 2024
Source: ĢAV Forecast
Our take: To reverse the company’s slump, de La Faverie plans to accelerate product launches and sharpen its marketing strategies to reach shoppers more effectively. But the big question remains—can Estée Lauder move fast enough to stay ahead of shifting consumer tastes?
Article
| Feb 4, 2025
Additional tariffs on China imports—along with goods from the remaining BRICS nations and the European Union—are also still on the table. Trump told reporters late on Tuesday that he is considering a 10% tariff on Chinese goods. The big picture: The delay in rolling out a comprehensive tariff policy is creating massive headaches for retailers, setting the stage for a tumultuous period.
Article
| Jan 21, 2025
The divide between top-tier brands and the rest of the luxury industry is widening: Companies like Brunello Cucinelli are outpacing the market as wealthy shoppers spend freely.
Article
| Jan 14, 2025
Forecasts
| Oct 18, 2024
Source: ĢAV Forecast
Report
| Dec 11, 2024
China plans to loosen its monetary policy: But most Beijing watchers are skeptical that its plans will be bold enough to drive consumers to spend.
Article
| Dec 9, 2024
Chart
| Jan 16, 2025
Source: Circana
Chart
| Jan 16, 2025
Source: Circana
Douyin, TikTok's Chinese sibling, is about to become China’s largest social platform. It's also crashing the country’s ecommerce party. Already the fourth largest online shopping platform by sales, its market share is rapidly approaching JD.com's.
Report
| Sep 14, 2023
Forecasts
| Nov 18, 2024
Source: ĢAV Forecast
Forecasts
| Dec 24, 2024
Source: ĢAV Forecast
Forecasts
| Dec 24, 2024
Source: ĢAV Forecast
Forecasts
| Oct 29, 2024
Source: ĢAV Forecast