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This year, TikTok will pull in 22 times the ad revenues of fellow fast-grower Mercado Libre ($1.02 billion), but Latin America鈥檚 largest ecommerce retailer will rapidly ascend the advertising ranks in the coming years. Click here to view our full forecast for digital ad revenue growth by company worldwide. Amazon will get a growth boost from its OTT video service.

Brazil, India, and the Philippines have the highest rates of remittance users who have sent money via digital apps, per a March 2024 Visa and Morning Consult report. Each country has strong digital payments adoption thanks to homegrown instant payments systems. Uptake is also significant in the US, with more than two-thirds of remittance users sending money internationally via a digital app.

Tariffs and inflation are reshaping retail, pushing shoppers toward value and convenience. Off-price chains gained ground, while housing-linked retailers sought new growth paths in a slowing market.

To keep up this momentum, Clover launched in three new markets鈥�Brazil, Mexico, and Australia鈥攊n 2024 and expanded its merchant network. In Q4 alone, CloverSport partnered with new venues like TD Garden and the Milwaukee Brewers鈥� American Family Field. And Clover Restaurant partnered with a hotel operator on 2,000 hotel-based restaurants.

Visa launched a bevy of new consumer credit cards like one with digital bank Neon in Brazil. Visa is also trying to take volume from local networks: It partnered with Dutch Bangla Bank to take over 6 million credentials in Bangladesh, for example. Visa also launched new international co-brand credit cards, including the Times Black ICICI Bank and HSBC Taj credit cards in India. Non-card payments.

It now holds exclusive rights to stream the NFL's international kickoff in Brazil and leads all platforms in TV viewing time. The company is seeing strong momentum in sports-related content, with YoY TV watch time for sports videos up more than 30%.

Steve Madden鈥檚 example is a case in point: The shoemaker鈥檚 plan to rely on Brazil to produce more products for the US market is now on hold due to the latest tariffs鈥攁long with most of its supply chain diversification strategy. The many companies that once saw India as a solution to their China manufacturing problems are being forced to shift gears quickly once again.

Several factors will fuel digital鈥檚 impressive gains every year through the remainder of our forecast period, including a thriving economy, more consumer time spent online, and increased ecommerce adoption.鈥嬧�� This deck will:鈥�. Explore the current state of the Mexican economy and consumer sentiment.鈥� Provide insights into where people are spending their time and money.鈥�

Adoption is highest in the US, the UK, and Brazil, with a combined growth rate of 234% YoY. Three in 10 Tap to Phone sellers are small businesses. Why this matters: Tap to Phone is ideal for lower-revenue businesses, letting them save money by accepting payments on a device they likely already own.

鈥淯S President Donald Trump鈥檚 tariffs will reshape more than a trillion dollars in trade between the world鈥檚 largest economy and Latin America, with key partners like Mexico and Brazil at the center of the discussion,鈥� said our analyst Matteo Ceurvels. US-based brands selling in Latin America may see a significant competitive disadvantage compared to companies from countries.

Its in-house ad platform, Netflix Ads Suite, is now available in all ad-supported markets, including the US, UK, Japan, Brazil, and Germany. From cautious to confident: Netflix鈥檚 ad chief Amy Reinhard said the company is moving beyond its "crawl, walk, run" approach, signaling it now sees itself as a full-fledged adtech player.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

Why it matters: Amazon appears to be turning to the same low-cost shipping playbook it used to gain share in Brazil and Mexico鈥攎arkets dominated by Mercado Libre. Mercado Libre dominates the ecommerce market in Argentina; we expect it will account for 66.5% of the country鈥檚 online sales this year.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.

Brick-and-mortar will be retail media鈥檚 next frontier as in-person shopping returns and the pandemic fades. Retailers like Walmex and Cencosud are turning their physical stores into media assets, allowing brands to place ads on digital screens, shopping carts, and even in parking lots.

The survey was conducted in July 2024 across nearly 6,000 respondents from the US, Canada, India, Brazil, Mexico, the UK, France, Italy, Germany, Spain, Australia, and Japan. Coupons over email: Other studies largely support the GetApp findings.

How will tariffs affect international ecommerce? Trump鈥檚 punishing tariffs on Chinese imports could significantly impact Chinese retailers like Temu and Shein, which rely on low-cost goods to compete in the US.

Read the full report, Worldwide Retail Ecommerce Forecast 2024 Midyear Update.

TikTok Shop, which has made big gains in the US, could eat into its opportunity; why go to Pinterest to shop when you can do all that and more elsewhere? B2B marketing also saw notable gains. LinkedIn hit a milestone with more than 1 billion members worldwide. The professional networking giant鈥檚 revenues increased 10% YoY in its fiscal Q1 FY25 (ended September 30, 2024).

igh delivery costs are the No. 1 aspect of online shopping that frustrates adults worldwide, according to H1 2024 data from DHL.

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.