The rules on how to reach consumers are changing. Download our new report to discover how targeted digital advertising and streamlined technology can help you reach consumers where they actually shop. |
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JULY 30, 2025 |
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Which of the following athletic apparel brands just opened its first store in Italy? |
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A) Fabletics B) Lululemon C) Vuori D) Alo Yoga |
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TOP STORY |
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As tariffs push prices up, consumers are reevaluating their brand loyalties—and many are walking away for good. What once felt like long-term relationships are now being tested by sticker shock, with even high-income shoppers turning to discount retailers and finding satisfaction in switching. |
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“Consumers feel like they are spending more on everything in their lives,” said analyst Claire Tassin on a recent Morning Consult webinar. |
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Here’s what brands need to know. |
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IN THE NEWS |
P&G prepares for volatility as consumers adjust buying behaviors in face of tariffs. The company’s broad assortment of household essentials gives it insight into how consumers are feeling—and the view isn’t great. Read online |
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Other headlines: |
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Starbucks still can’t perk up sales as same-store comps fall for a sixth straight quarter. To break out of its slump, Starbucks must make its service faster and better while also finding ways to differentiate its offerings. Read online
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Quince more than doubles valuation as dupe culture drives demand. The brand’s affordable luxury ethos is resonating strongly as consumers grow increasingly skeptical about designer brands’ value prop. Read online
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De minimis crackdown puts pressure on UPS’ cross-border business. The company is actively trying to streamline operations and trim low-margin business. Read online
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Some companies expand US manufacturing amid trade policy shifts. A key consideration is whether these are substantive, job-creating initiatives, or if they are largely symbolic moves. Read online | | | |
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ANALYSIS |
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Influencer marketing spend will grow 15% YoY, outpacing digital and social ad spending, and will reach $10.52 billion in 2025, EMARKETER forecasts. Despite its growth, influencer marketing has maintained a core communication issue—no one knows what to call the people who are doing the work. |
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The difference between the terms “influencer” and “creator” has long be en a point of contention in the industry, and EMARKETER differentiates the terms by their goals. While creators develop content with the goal of building an audience and monetizing, influencers are more focused on swaying brand preferences and buying decisions. There isn’t always a clear line, however, as the people building careers on social media often do both. |
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PODCAST |
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On today's episode, we discuss the unofficial list of the most interesting retailers for the month of July, including Ulta, Misfits Market, and Behr. Tune in on Apple Podcasts, Spotify, YouTube, or wherever you listen to podcasts. Follow us on Instagram. “Behind the Numbers” is made possible by Quad. |
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