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It launched its own ad system in Canada last year, where Peters noted revenue gains. 鈥淯sing our own ads server [enables] us to offer more flexibility, more ways of buying for advertisers, fewer hurdles, just improving the overall buyer experience,鈥� Peters said in the company鈥檚 earnings call.

Some 94% of consumers across the US, UK, and Canada prefer contextual ads over identity-based ads based on browsing history, per GumGum survey data. Almost 80% are more likely to engage with ads that match the content they are viewing, per the survey.

President Donald Trump鈥檚 executive orders on new tariffs against China, Canada, and Mexico eliminate the 鈥渄e minimis鈥� exemption, which had allowed tariff-free shipments of goods valued under $800 per recipient per day. This will create major headwinds for Shein, Temu, and other retailers shipping directly from China, even as they work to diversify their supply chains.

In Canada, it's nine in 10 people in the population,鈥� our analyst Bill Fisher said on an episode of 鈥淏ehind the Numbers.鈥� 鈥淭his is a really, really valuable piece of advertising real estate.鈥�.

These tariffs鈥攁nd the potential for additional duties on goods from Mexico, Canada, the EU, and elsewhere鈥攃ould significantly shift consumer behavior. According to a Numerator survey, only 9.4% of US consumers expect tariffs to have no impact on their shopping habits, while many plan to adjust by hunting for sales or coupons (41.4%), buying fewer imported goods (30.5%), or delaying purchases (22.3%).

Retail media鈥檚 positive hype is real. We expect it will disrupt the digital advertising landscape worldwide. In Canada, a handful of players鈥攍ed by Amazon, Walmart, and Loblaw鈥攈ave turned it into the fastest-growing ad segment in the country, and at scale.

Digital ad spending growth in Canada continues apace, driven in large part by key industries tied most closely to the digital economy. Our rankings show that retail and CPG lead the way, while sectors like travel and automotive are still recovering from hard times during the pandemic.

According to Fintel Connect, affiliates believe the biggest growth opportunities lie in deposit-generating products in the US and in debt-related products in Canada. We agree, because:. US Gen Zers鈥� top financial priority is saving. Canadian banks鈥攍ike those in the US鈥攁re still grappling with loan losses caused by high levels of defaults from customers paying back their debt.

Following his inauguration, Trump promised 25% tariffs on Canada and Mexico starting February 1, which could lead to costlier claims for auto insurers. But the president appears to be walking back some of his campaign promises of sweeping tariffs, per Bloomberg.

Methodology: Data is from the November 2024 Bazaarvoice report titled "Shopper Experience Index Vol 18." 8,000+ shoppers worldwide in Australia, Canada, France, Germany, India, the UK, and the US were surveyed online by Savanta during September 2024.

Walmart鈥檚 current guidance leaves out the potential impact of tariffs on Mexican and Canadian imports because the retailer is unsure whether they will be implemented鈥攁n assumption that鈥檚 not unreasonable, but one that could be quickly upended by the next presidential tweet.

Not its first rodeo: Best Buy aims to learn from its experience operating an online marketplace in the US from 2011 to 2016, as well as its marketplace in Canada. The retailer鈥檚 previous marketplace only drove about 1% of domestic revenues and led to confusion among consumers who bought items from third-party sellers then tried to return that merchandise to the retailer鈥檚 stores.

It鈥檚 unclear if this pivot will affect the additional tariffs that Trump threatened to impose on Mexico, Canada, and China to compel stronger responses to migration and drug trafficking.

The Canada-based checkout platform boasts a customer base of 90,000 brands across 170 countries. It should help PayPal bring in greater payments volume, which will in turn boost revenues: PayPal鈥檚 total revenues increased 6% YoY in Q3 2024 to $7.8 billion.

Inflation could rise even higher if Trump makes good on his threat to impose tariffs on Mexico, Canada, and the EU, which could hurt retailers like Levi Strauss that have supplier facilities around the globe. Consumer sentiment is falling. Confidence hit a seven-month low in early February, as shoppers across the political spectrum brace for higher prices, per the University of Michigan.

Brazil鈥檚 projectedincrease in ad spend for 2024 also outpaces Canada, which is expected to grow by just 4.2%. Total media ad spending in Brazil is expected to climb from $15.98 billion in 2024 to $22.18 billion by 2028, for cumulative growth of nearly 40%. While overall growth rates will slow slightly by 2028, digital will remain a dominant force, accounting for $14.1 billion of ad spend by then.