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Tariff Update: This one goes to 104
The video discusses the latest trade update, highlighting a plateau in trade activity alongside a significant increase in the average imputed US tariff rate, now at 28.3%. The impact of these tariffs is highly specific to categories like toys, apparel, and electronics, and the author emphasizes monitoring consumer response through average selling prices and the performance of platforms like Temu and Shein amidst this uncertainty.
France’s Grocery Multinationals – Times of Dramatic Change
Cora & Casino, two of France’s iconic grocers, restructured in 2023, providing opportunities and new approaches for Intermarche, Carrefour, and Auchan. How will these French Internationals manage growth in 2024/2025?
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