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JUNE 24, 2025 |
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Which of the following retailers has the most sponsored products per page? |
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A) Walmart B) Amazon C) Macy’s D) CVS |
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TOP STORY |
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The escalating US-Iran conflict threatens to unleash fresh headwinds for the retail industry, which is already under pressure from the Trump administration’s shifting trade policies. |
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Iran’s parliament endorsed closing the Strait of Hormuz, which the US Energy Information Administration calls one of the “world’s most important oil transit chokepoints” because roughly 20% of the world’s oil supply passes through the narrow waterway. If Iran follows through on that threat—or if tensions rise further, especially following its missile strike on Al Udeid Air Base, the largest US military installation in the Middle East—it could unleash significant economic ripple effects at an already precarious moment for US retailers. |
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IN THE NEWS |
Amazon turns to premiumization to cushion tariff blow. Amazon is trying to make a bigger name for itself in the luxury sphere—a strategy that could help soften the blow from tariffs. Read online |
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Other headlines: |
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Shifting government priorities give companies an opening to walk back sustainability goals. The European Commission said it would abandon efforts to pass a law against corporate greenwashing, citing a “simplification agenda” to remove red tape and make the EU more attractive for business. Read online
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Walmart, Target counterprogram Prime Day with their own sales. Summer retail sales are starting earlier and stretching longer than ever. Read online | | | |
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ANALYSIS |
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Netflix remains a revenue leader in the streaming space, however tariff concerns and tightening budgets for both consumers and advertisers have increased the pressure across all providers to stand out. |
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Some 60% of US marketers expect a 6% to 10% decline in ad budgets due to tariff-related pressures, according to a February IAB study, and only 9% of US consumers say tariffs won’t change their spending habits, per a February Numerator study. |
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While connected TV (CTV) is expected to continue growing, the impact of leaner advertiser and consumer budgets remains uncertain. |
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