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SEPTEMBER 9, 2025 |
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Which is the top category that people expect to spend less than usual on during the next three months? |
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A) Baby supplies B) Gasoline C) Meat and dairy D) Nonalcoholic beverages |
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TOP STORY |
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A growing body of data shows Trump’s tariff-heavy trade agenda is slowing global shipments and squeezing US manufacturers. With the holidays looming, the fallout looks set to hit demand at the worst possible time. |
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Global postal traffic to the US plummeted 81% on August 29 from the week prior, as 88 postal operators—including the UK, France, and Germany— suspended some or all services to the US due to uncertainty over duty collection and required data submissions, according to the UN’s Universal Postal Union. That was the day the US closed the “de minimis” loophole, which had exempted packages under $800 from tariffs. |
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IN THE NEWS |
Sam’s Club revamps online presence to accelerate ecommerce growth. Ecommerce currently makes up about 18% of Sam’s Club revenues, but the Walmart-owned warehouse chain sees opportunities to lift that share to at least 40% in the coming years. Read online |
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Other headlines: |
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US shoppers return to Temu as company resumes advertising, direct shipping from China. Temu’s US business is slowly recovering, despite tariff pressures and the end of de minimis. Read online
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Peacock looks to Walmart+, Prime to expand its audience. Walmart has revamped its streaming subscription offering and struck a partnership with Peacock to mark the 5th anniversary of its Walmart+ subscription launch. Read online | | | |
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ANALYSIS |
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YouTube’s viewing dominance is pushing publishers and media companies to look beyond it as a marketing channel and adopt it as a primary platform for airing TV episodes and original content. |
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National Geographic now airs linear rerun streams on YouTube, and NBCU launched YouTube-centric media brands like Comedy Bites and Family Flicks. |
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