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World Cup Effects on Consumer Foodservice in Mexico and the US
11 May 26As the FIFA World Cup approaches, leading foodservice and delivery players are rolling out strategies to capture consumption beyond the stadium, recognising that most viewing will take place in homes, offices, bars, and restaurants.
Saks Global’s Decline Signals a Watershed for US Department Store Retail
22 Apr 26Recent developments at Saks Global do not suggest a recovery, but rather a re-sorting of relevance within the department stores channel. Saks Global, which operates Saks Fifth Avenue, Neiman Marcus, and Bergdorf Goodman, will emerge from its bankruptcy following USD500 million financing during 2026. However, it will do so with a significantly reduced store footprint, reopening questions about its long-term viability, the future of department store retail in the US, and which players may fill the gap in luxury distribution.
New Tariffs, New Uncertainty, and New Business Strategies
2 Mar 26The US Supreme Court’s landmark ruling on 20 February 2026 found that President Trump’s use of emergency powers to impose tariffs was unlawful. Far from reducing trade policy volatility, the Court’s decision – and the White House’s immediate pivot to alternative tariff tools – have increased uncertainty for trading partners, companies and consumers. Understanding the implications of this shift and its consequences is crucial for stakeholders to adapt strategically and make informed decisions.
US Heat Pump Adoption Continues to Rise Amid Shifting Policy Support
25 Feb 26Despite lagging behind European adoption rates, heat pumps in the US have outsold traditional gas furnaces annually since 2021, according to RMI (formerly Rocky Mountain Institute). Since 2015, the Energy Information Administration has reported higher residential HVAC activity each year. With cooling rates increasing due to higher average global temperatures, heat pumps have two points in their favour.
US Immigration Policies are Further Destabilising Consumer Foodservice Operators
20 Feb 262025 was a particularly challenging year for restaurant owners from both an operations and business perspective. An uncertain economic landscape complicated by ongoing US trade policy reforms is impacting consumer foodservice.
President Trump's First Year: How Migration and (De)Regulation Policies Shaped Industries
20 Jan 26The first year of President Trump’s second term has been marked by a series of policy shocks signalling an era of heightened uncertainty for the global economy. Euromonitor International identified six pillars of Trump’s policies during his first year, three of which have dominated: Tariffs, Migration and (De)Regulation. Industries have faced higher costs, supply chain disruptions and changing consumer demands.