‘There seems to be a mind shift’: Advertisers keep ad spending flexible as uncertainty persists

Any thin hope marketers had that 2026 might calm the turbulence of last year didn’t survive January, as political shocks, platform upheaval and fresh tariff-induced economic jitters piled new uncertainty onto an already fragile market.

Nobody expected serenity to be clear. The hope was for a more predictable kind of chaos: slower regulatory fights, fewer sudden platform pivots, and an economy drifting rather than lurching. Instead, the volatility sped up. So marketers adjusted their stance. 

Conversations with 10 ad execs over the last month made that shift hard to miss. Ad spending plans are once again wrapped in cautious optimism but the foundation of those efforts has shifted. They’re less driven by faith in a steady economy, more faith in their own ability to navigate one that isn’t. 

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Some TikTok Shop sellers pull back as the platform moves to end independent shipping in the U.S.

This story was originally published on sister site, Modern Retail.

When Nadya Okamoto launched her pajama brand Matching this past summer, selling on TikTok Shop felt like an obvious choice. The platform had already played a major role in the growth of August, her period-care brand, which boasts more than 410,000 TikTok followers and has landed on the shelves of major retailers including Target, Whole Foods and H-E-B. To Okamoto, TikTok Shop seemed like an easy way to get Matching in front of customers.

Now, a major change to TikTok Shop’s shipping policy is forcing Okamoto to shift gears.

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