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Retailers with roots in China are still gaining share of ecommerce in Western Europe, despite concerns over their sustainability credentials.

Despite a second 75-day extension to keep TikTok in the US for now, the possibility of a deal is increasingly murky amid the ongoing trade war between the US and China. BeReal, which is comparatively smaller to the social media giant, is capitalizing on this volatility鈥攅ssential as the platform is facing diminishing financial prospects.

The threat of a TikTok ban is enough to make waves: ByteDance, Meta, and Chinese competitor Kuaishou are all taking steps to anticipate a ban.

Advertisers have already been skittish about X鈥檚 moderation shift鈥攊f Meta鈥檚 new approach leads to a surge in misinformation, once-reliable ad dollars could move away.

The popularity of Shein and Temu in the UK over the past couple of years has bolstered consumer confidence in buying cheap goods from China, which are still plentiful on TikTok Shop. Almost 40% of UK digital buyers are now purchasing via social platforms.

The minimum sample size per quarter, per country is 1,250; bigger markets have larger quarterly sample sizes, with the maximum being 25,000 in China and the US. Respondents can participate in GWI's research only once per year. The survey is designed to cover attitudes, perceptions, and actual behaviors.

No. 4: The global rise of retail media will bring new competition for commerce ad dollars. For companies like Meta, commerce advertisers have long been a key revenue stream. That changed in 2022, as Apple鈥檚 privacy-related changes lowered ad performance and opened these companies鈥� eyes to a rising opportunity to reach buyers: retail media.

Microsoft met expectations, but the bigger questions鈥擜I competition, ad growth, and cloud momentum鈥攚ill determine whether it stays ahead or starts playing defense.

RFK Jr.鈥檚 pharmaceutical ad ban could affect $22 billion in ad spending: A business-friendly Trump administration could hamper RFK鈥檚 plans to cut D2C advertising.

Our take: Temu is coming back down to earth after a meteoric rise fueled by unsustainable levels of ad spend coupled with steep promotions and giveaways鈥攁s well as the substantial cost savings generated from avoiding import taxes.

Facing signal loss and challenging macroeconomic conditions, advertisers are pumping the brakes on social network ad spending. But social video is shining through the gloom.

South China Morning Post. Wall Street Journal.

TikTok has faced repeated scandals and accusations regarding inappropriate sharing of US user data with Chinese entities, and the Department of Justice says the app could be compelled to share sensitive data with the Chinese government in addition to other possible security risks.

How companies with ties to China, like Temu, Shein, and TikTok, are influencing US ecommerce. Shein claims it recorded its highest profit ever in the first half of the year. 3 retail rivalries that aren鈥檛 Amazon vs. Walmart.

This year has been a tough one for advertisers as inflation impacts consumer spending, causing ad spending to fall. Here are three insights about the state of audio advertising and what鈥檚 in store.

Penetration is high given the dominance of specific mobile messaging apps in certain markets, such as WeChat in China, Line in Japan, KaKaoTalk in South Korea, and WhatsApp in major Western European countries. By 2027, WeChat will have reached almost 900 million users in China. North American adoption is significantly lower than the global average.

In the US, the Biden administration wants to quickly advance plans to abolish the import tariff loophole for goods shipped directly to consumers from China, while President-elect Donald Trump has proposed massively higher tariffs on Chinese goods.

Now we have some pretty solid forecasts for retail media network ad spending in the US and for e-commerce channel ad spending, that's that subset of retail media, in China. Both are fairly big markets. China's light-years ahead of everyone else, but the US is seeing significant growth.

No. 4: The global rise of retail media will bring new competition for commerce ad dollars. For companies like Meta, commerce advertisers have long been a key revenue stream. That changed in 2022, as Apple鈥檚 privacy-related changes lowered ad performance and opened these companies鈥� eyes to a rising opportunity to reach buyers: retail media.

China-based Butterfly Effect released the advanced Manus AI agent; OpenAI launched new tools to create custom agents; and Amazon Web Services (AWS) reportedly created a group dedicated to agentic AI. But Signal president Meredith Whittaker put a damper on the momentum surrounding agentic AI.

Listeners will grow in the double digits this year in China, Argentina, France, and Germany鈥�China and Argentina are expected to keep up double-digit growth throughout the next two years. 2022 was a fraught year for advertising, with historic channels like TV losing their throne, digital addressability falling to shambles, and regulation upending regular business.

And since the US has a strong influence on UK policy, UK-China relations aren鈥檛 particularly positive. However, the post-Brexit government is desperately looking to boost the economy and often cites itself as 鈥渙pen to digital business.鈥� With that in mind, the app is likely to stick around. TikTok ad spend is growing faster than spending on other social platforms.

From the rise of foldable smartphones, the shift in ad spend from browsers to apps, and the growth of shoppable media, these predictions from our analysts reveal how evolving consumer behavior will impact the mobile market.

Spillover: If TikTok gets banned, Reels and YouTube Shorts will likely absorb a meaningful portion of its audience and advertising spending鈥攂ut not all of it. 鈥淓ven if a company can replicate the tech, they can鈥檛 just replicate the culture,鈥� Enberg said.

Losing the US wouldn鈥檛 make TikTok obsolete, as we estimate that about 90% of TikTok鈥檚 global monthly users, excluding China, are outside of the US. But it would mean that TikTok would fall short of the 1 billion worldwide user mark in 2024, as we currently expect. And its audience size isn鈥檛 reflective of the enormous importance of the US market to TikTok鈥檚 business.