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This is the first installment of our 鈥淏razil Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

The news: Amazon reported strong Q2 results for its advertising business, with advertising revenues reaching $15.6 billion鈥攗p a significant 23% YoY. Net sales increased 13% YoY to $167.7 billion, well above Q2 guidance that warned of 鈥渢ariffs and trade policies鈥� and 鈥渞ecessionary fears.鈥� Our take: Moving forward, Amazon will need to innovate what it鈥檚 already offering by pioneering a retail media strategy that extends Amazon鈥檚 data and ad tech beyond its own storefront, AI-driven tools that simplify creative production and optimization at scale while prioritizing privacy, and more immersive and shoppable ad formats in its streaming offering.

After beauty's social return on ad spend (ROAS) dipped to $1.90 in Q4 2024, the category saw a marked jump up to $3.50 in Q1 2025, according to a March report from Cart.com.

Netflix claimed that it 鈥渕ore than doubled鈥� Upfront commitments, with YoY growth across key categories including entertainment and tech, retail, and CPG. Netflix also stated that it has finalized deals with all major independent agencies and holding companies. What鈥檚 driving growth: Live programming, an attractive upcoming content slate, and increased interest in Netflix Ads Suite.

This is the first installment of our 鈥淐anada Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

Italy鈥檚 digital landscape is evolving fast, driven by shifting consumer and media habits and increasing ecommerce adoption. Recent data reveals the trends shaping digital spending, retail sales, and more.

By moving in-house, Georgia-Pacific aimed to cut supply chain fees, improve effectiveness, and strengthen integration with brand, creative, and retail media teams. But the decision was not just about saving money鈥攊t was about control. 鈥淲e thought we would have a lot more control and a lot more agility in how we set up campaigns, how we measure them, and how we make optimizations,鈥� Shah explained.

This is the first installment of our 鈥淐anada Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This report analyzes how digital adoption and evolving consumer habits are reshaping South Korea鈥檚 retail, media, and payments landscape.

Some 35% of US retail advertiser spending on Meta in Q2 2025 went to Advantage+ shopping campaigns, up from just 19% two years ago, per a July Tinuiti report.

This is the first installment of our 鈥淢exico Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淏razil Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.

Commerce media networks, including retail, travel, and financial services follow, with 62% currently investing and one-quarter planning to. An equal percent of North American marketers (60%) currently spend on connected TV (CTV) and print, though slightly more plan to invest in CTV than those who have plans for print (28% and 26%, respectively). Beyond print, traditional is getting left behind.

The situation: Amazon and Google, once bound by a symbiotic relationship in which Amazon funneled ad dollars into Google Search and Google indexed Amazon鈥檚 pages, are now veering toward open conflict as generative AI (genAI) blurs the lines between ecommerce, advertising, and search. Both companies are determined to own the entire journey from discovery to checkout, and that ambition is unraveling what remains of their former d茅tente. Our take: Amazon and Google are racing to define where and how consumers discover and buy products in the genAI era. If Amazon succeeds in walling off its marketplace data and steering shoppers to its own AI interfaces, the retail landscape could splinter into walled gardens where tech giants cooperate far less. That winner鈥憈akes鈥慳ll dynamic might suit the victors, but it risks degrading the overall consumer experience with fewer choices and less transparent pricing. At the same time, it could lead brands and retailers into a margin鈥憇apping race to the bottom inside whichever closed ecosystem proves most dominant.

By contrast, Amazon share grew 4.3 points from 9.5% to 13.8%, fueled by its edge in retail media鈥攐ne of the fastest-growing segments in digital advertising. 鈥淥ther digital鈥� is becoming a fourth pillar of digital advertising.

Go further: Read our Commerce Media Ad Spending Forecast Report 2025.

Digital ad giants beat Q1 expectations, but tariffs, regulation, and slowing growth signal choppy waters ahead. This report breaks down which platforms are thriving, which are stalling, and what鈥檚 next for search, social, streaming, and retail media.

The report: OpenAI is reportedly developing a checkout feature that would allow users to complete purchases directly within ChatGPT, according to The Financial Times. Merchants would pay OpenAI a commission on any resulting sales. Our take: At the risk of sounding hyperbolic, checkout integration could fundamentally transform the ecommerce landscape. Even before news of the feature began circulating, brands were exploring AI optimization, or 鈥淎IO鈥�, to rank in AI-generated product recommendations. Now, with purchases just a click away, ChatGPT could emerge as a viable commerce engine鈥攅specially if it undercuts incumbent marketplaces鈥� take rates. And it likely won鈥檛 be alone for long. Rivals like Perplexity and Anthropic are almost certain to build similar transactional layers, creating a new crop of marketplace-like platforms for sellers in short order.

Turbulence in trade relations is changing how China鈥檚 ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here鈥檚 how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥嬧��