蘑菇AV

New tariffs and policy uncertainty are raising prices, stalling guidance, and pushing shoppers toward discount channels, especially in ecommerce and essential goods. Tech companies face rising regulatory and tariff pressure.

The news: Dick鈥檚 Sporting Goods鈥� retail media arm, Dick鈥檚 Media, is partnering with Roku to bring its shopper data to connected TV, per Adweek. Our take: Dick鈥檚 sees retail media as a long-term growth engine, and its partnership with Roku should enhance its ability to compete with larger players by combining rich loyalty data with precise streaming insights. While Dick鈥檚 Media already offered brands a robust mix of in-store and digital ad opportunities, the expanded Roku partnership enables more targeted, measurable, and high-impact campaigns鈥攅specially as connected TV becomes a core pillar in the modern advertising mix.

In March, Meta rolled out new carousel ads that drive both ecommerce and in-store purchases, with early tests showing a 21% higher incremental return on ad spend compared to ecommerce-only formats, Meta鈥檚 group lead for retail and ecommerce Karin Tracy told Adweek. Why it matters: Meta is chasing retail media, a fast-growing category with US spending projected to rise 18% in 2025 and 16.8% in 2026.

work with are already so dependent on the results of those ad spending pieces.

When YouTube is used as part of a wider ecommerce strategy, it performs well. A future where YouTube Shopping is a core consideration might not be far away. Sources. Business of Apps. Channel 4. Comscore. Influencer Marketing Hub. International Olympic Committee. Ofcom. Podnews. Semafor. Spotify. Streamcharts. YouTube. YPulse.

The news: DoorDash鈥檚 acquisition spree continued with its $175 million purchase of ad tech firm Symbiosis. The deal will expand the company鈥檚 offsite capabilities, enabling advertisers to run campaigns across search, social and display channels that are integrated with DoorDash鈥檚 closed-loop measurement system. Our take: DoorDash鈥檚 Symbiosis acquisition and ad updates should help the company attract bigger brands and retailers to its ad platform鈥攅specially as demand for its core delivery services remains healthy.

Even before implementation, companies like Temu and Shein cut US ad spending by up to 31%. Ad buyers are shifting toward domestic brands and performance-heavy channels with clearer ROI. Search and social are facing structural shifts. AI summaries in search are reducing clicks, while antitrust cases against Google and Meta threaten to break up long-standing ad ecosystems.

Brazil鈥檚 digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

Our take: 鈥淎s competitors brace for volatility, Mercado Libre鈥檚 multibillion-dollar bet on Latin America鈥檚 ecommerce potential offers a powerful buffer against economic headwinds, reinforcing its position as the region鈥檚 undisputed ecommerce leader,鈥� said Matteo Ceurvels, 蘑菇AV principal analyst for Latin America and Spain.

颁丑颈苍补鈥檚 ecommerce disruptors will get disrupted. Shein, Temu, and TikTok Shop face a reckoning following breakneck worldwide expansion. The crop of mobile-first ecommerce players with roots in China have taken off with consumers around the world.

Our take: For now, performance wins; even before tariffs entered the picture, far more US advertisers planned to boost performance ad spending over brand advertising. Ad buyers are acting with caution, not necessarily because they don鈥檛 see long-term value in brand-building鈥攂ut because the current environment makes it hard to wait for payoffs.

TMN ad spending will represent a fraction of total digital ad spending. TMN ad spending as a share of digital ad spending is set to increase modestly, from 0.7% in 2024 to 0.8% in 2026. While commerce media will continue to be dominated by ad spending on RMNs, TMNs make up a distant second tier, ahead of ad spending within the still-nascent financial media network (FMN) cohort.

In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

Identify four distinct digital economies in Europe, based on digital ad spend and ecommerce maturity. Explore where future digital growth will come from across each of those groups. Analyze the implications for advertisers and retailers. Click below to view our full forecasts featured in this report:. Digital ad spending, by country. Retail and ecommerce sales, by country.

Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company鈥檚 business model at risk and threatens ad giants like Meta and Google.

However, if retail media networks want to keep the ad dollars flowing, they鈥檒l need a more standardized approach without compromising transparency or ad effectiveness. Some networks have teamed up directly with streamers for more accurate, seamless CTV measurement. Walmart Connect has partnerships with NBCUniversal, Roku, and Disney Advertising to enhance targeting and measurement capabilities.

A trade war with the US will hinder economic performance in Canada this year. Ad spending overall is expected to lose the momentum gained in 2024. But many digital formats will benefit from the emphasis on return on ad spending.

The levy, which will hit packages worth under 鈧�150 ($170.02), are paid by the ecommerce platform handling the shipment. The EU also proposed a separate 鈧�0.50 (54 cents) fee for goods routed through warehouses.

The news: Cannes Lions 2025 marked a shift in retail media strategy, with platforms like Pinterest and Reddit forging deeper ties with retailers. CVS announced a clean room data partnership with Reddit to allow targeting based on shared first-party data, launching a Sensodyne and Advil campaign this fall. Pinterest partnered with Instacart to enable shopping from pins and connect ad exposure to sales via closed-loop attribution. Our take: Social platforms are becoming full-funnel retail media environments. By fusing community context with purchase signals, these integrations aim to blend discovery and commerce in real time鈥攑aving the way for more data-rich, measurable campaigns.

Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.

But they only capture a small slice of consumer purchase behavior and are typically focused on discretionary ecommerce transactions. Conversely, traditional financial institutions (e.g., banks and credit card issuers) have deeper customer relationships and broader data visibility but face greater restrictions on how and where their data can be used for marketing.