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Go further: Check out our tariff coverage, including our Live FAQ: The Impact of Trump鈥檚 Tariffs on Consumers, Businesses, and Trade, as well as our report on The Impact of Tariffs on US Businesses.

Earnings per share are projected to be roughly $5, an increase from its previous forecast of $4.85 to $4.90. The caveat: Tapestry has just one quarter left in the fiscal year, making the impact of tariffs largely 鈥渋mmaterial.鈥�

US consumers will spend $3.2 billion on flowers this Mother鈥檚 Day: While NRF鈥檚 forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

Hugo Boss is adjusting to the macro landscape on the fly: The German fashion house is rerouting China-made goods to other markets and stockpiling in the US to blunt the impact of tariffs.

Amid dizzying policy unpredictability and a grab bag of unpleasant economic possibilities, precise ad spend forecasting is challenging. A scenarios-based approach can help clarify potential outcomes.

The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.

We now expect US retail sales to grow at about half the 2.9% rate we forecast at the start of the year.

Despite uncertainty related to the economy and tariffs, US social network ad spending is expected to grow. AI offerings, social commerce, and lower-funnel investments will drive outlays.

This deck provides an overview of the travel sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, research trends, what鈥檚 changed since last year, and the influence of technology on purchase decisions.鈥�