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This allows it to pair SmartCast viewing behavior with Walmart鈥檚 first-party shopping data. Dallaire added that Walmart is pushing the Vizio team to expand the SmartCast OS to more TV brands beyond Vizio, further extending its presence in American households. Why it matters:. It creates an end-to-end closed loop.

Domestic retailers in smaller markets, like Canada, have been slow to develop ecommerce channels, resulting in Amazon's dominance. Canada鈥檚 lag was acute in the past decade, especially versus the US. Though domestic retail has now developed advanced ecommerce channels, Amazon鈥檚 outsize share of sales persists. Survey says: Thumbs up for retail media.

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?

The news: Temu鈥檚 foothold in the US is shrinking as the company pulls back sharply on advertising. Weekly sales slumped more than 25% YoY between May 11 and June 8, according to Bloomberg Second Measure. Our take: Given the importance of the US market to Temu and its merchants, it鈥檚 possible that its current pause on US ad spending and shift to Europe is a temporary effort to regroup as it searches for a business model more resistant to tariffs and the end of de minimis. At the same time, the longer the pause goes on, the more ground it will cede to Shein and other competitors鈥攁nd the harder it will be to regain market share.

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.

TikTok, meanwhile, accelerated plans to launch TikTok Shop in Mexico and Brazil. But while their US prospects have dimmed, China鈥檚 ecommerce players will continue to significantly outpace the 5% growth rate for overall US ecommerce in 2025. We forecast that Temu鈥檚 US sales will increase by 13.5%, while Shein鈥檚 will rise by 10.0%.

Even an influx of new RMNs will not chip away at the share of ad spending allocated to the top two powerhouses. Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Investments in genAI for ad creation and performance optimization a la Meta will help reduce friction for advertisers and drive new ad spending. Expect Amazon to leverage its extensive first-party shopper data to anticipate customer needs and serve hyper-relevant ads while scaling genAI for ad creative. Heightened focus on streaming monetization through Prime Video ads.

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.

Zooming out: The Latin American ecommerce giant posted mixed overall results:. Q2 revenues rose 37% YoY to $6.79 billion, beating the $6.66 billion estimate. GMV climbed 20.6% to $15.26 billion. Unique active buyers hit 71 million, up 24.6% YoY.

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.

Amazon鈥檚 share of ecommerce channel ad spending will decline by about a point this year and next year, then slide a bit further in 2025, to 75.1%. Competitors鈥� off-site growth will drive this shift.

If social media is a digital shopping mall, genAI assistants are personal shoppers. As AI gains ground, it could disrupt established social shopping behaviors.

The news: YouTube鈥檚 lead in connected TV (CTV) advertising faces a real threat as Amazon Prime Video gains momentum. But that standing might be short-lived鈥擜mazon鈥檚 Prime Video is on track to surpass YouTube as the top CTV advertising platform by 2027, per Morgan Stanley as cited by Business Insider. Our take: Marketers should expect CTV ad dollars to shift toward Amazon鈥檚 ecosystem by 2027. Early investment in Amazon鈥檚 premium, shoppable ads can secure top inventory and sharpen targeting as streaming evolves.