Marketers are already preparing for the next phase of artificial intelligence. Register for our Field Guide Webinar, taking place Thursday, January 23 at 2pm ET, to learn how autonomous AI agents are reshaping business. |
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JANUARY 22, 2025 |
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Which fast-food restaurant do customers believe has the best service? |
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A) McDonald’s B) Chick-fil-A C) KFC D) Burger King |
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TOP STORY |
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While 2024 saw the rise of “Sephora kids,” in 2025 more beauty brands may target Gen X consumers to grow sales amid a challenging economy. |
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Beauty has been relatively insulated from consumers trading down or cutting back on discretionary purchases over the past few years.
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But as financial pressure mounts and President Trump threatens tariffs, beauty sales won’t grow as anticipated—causing us to lower our US beauty sales forecast to $99.57 billion from $102 billion previously. |
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IN THE NEWS |
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A 25% tariff on Mexican and Canadian imports could be imposed as soon as February 1, President Donald Trump said, although—as with his other tariff plans—the details were left vague. |
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Additional tariffs on China imports—along with goods from the remaining BRICS nations and the European Union—are also still on the table, but when (or even if) those levies will be implemented remains uncertain. |
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Our view: Trump’s tariffs—whatever shape they take—will drive up retailers’ costs and upend consumer spending patterns. |
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ANALYSIS |
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A new year calls for some new predictions. |
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