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This episode is brought to you by TikTok for Business. Brat Summer is over, but TikTok for Business is just getting started. Whether your marketing goals are brand performance or full funnel related, leverage TikTok for business insights to drive business growth. Learn more at TikTok.com/business.

Ecommerce鈥檚 share in both the UK and South Korea has been backtracking recently, and share growth in most other countries has become very gradual. But Indonesia is booming, thanks at least in part to homegrown digital retailers like Tokopedia, Bukalapak, and Blibli. Ecommerce鈥檚 share of retail will hold steady or increase in every country this year except the UK, Chile, and Hong Kong.

On today's podcast episode, our vice president of Briefings Stephanie Taglianetti hosts a mock-debate-style analyst showdown on Meta versus TikTok. Analyst Debra Aho Williamson and director of Briefings Jeremy Goldman go head to head, advocating on behalf of Meta (Debra) and TikTok (Jeremy) to prove which social platform is the bigger threat in three areas: getting people to spend time on each app, meeting advertisers鈥� needs, and AI innovation.

Maybe not this specific tool, but I am going on vacation in Portugal in the summer and I am getting TikToks about what to pack for that. Suzy Davidkhanian:. Already? Sara Lebow:. Well, yeah, we're planning. It's not that far away. So yeah, I'm getting those TikToks. I wonder how the creator economy will maybe get folded into these tools in the future. Suzy Davidkhanian:.

But I can't imagine a critical mass of people permanently swapping out their time on TikTok for something like ReelShort, which means real short will-. Marcus Johnson:. Good point. Evelyn Mitchell-Wolf:. Will remain dependent on TikTok. So it's iffy, but I mean, I think it has value. I mean, people still watch Hallmark movies and stuff. This kind of content can thrive.

On today's podcast episode, we discuss what happens now that the TikTok ban bill has been signed into law, whether AI is ready to significantly change search, the likelihood that Threads ads will be a hit, what social commerce's ceiling will be, the WNBA and the sports gender pay gap, and more. Tune into the discussion with analysts Jasmine Enberg, Minda Smiley, and Max Willens.

He is on the south coast of England and a little further down the coast is one of his colleagues, our colleagues. She is also covering the UK and Western Europe senior analyst, Corina Perkins. Carina Perkins (02:13):. Hi Marcus. Marcus Johnson (02:14):. Hello there. And why did you say it? Like I just showed up to your house uninvited. You open the door and. Carina Perkins (02:20):.

Q4 was another turbulent quarter for social media: Support for a US ban on TikTok grew; Elon Musk announced he would step down from Twitter once he finds a replacement; and Meta suffered its first-ever major round of layoffs. But there were still bright spots for marketers.

Gen Z consumers are tech-savvy digital natives that feel more comfortable searching for products on social platforms like TikTok over traditional search engines like Google. Even when they鈥檙e shopping in-store, they employ technology to help them, browsing mobile phones and using self-checkout to make the shopping experience more seamless.

On today's podcast episode, we discuss how much audiobooks can move the needle for Spotify, how engaging its app is versus Netflix and TikTok, and how much of its podcast success is tied to Joe Rogan. "In Other News," we talk about how badly AI can hurt your company's customer service and why Google has called for a ban on personalized ads for minors. Tune in to the discussion with our analyst Daniel Konstantinovic.

As with ecommerce, mcommerce in Canada trails the US and the UK. Mobile鈥檚 share of ecommerce in the US is 43.2%, more than 6 percentage points higher than in Canada. In the UK, it鈥檚 56.8%. The relatively high cost of mobile bandwidth in Canada has dragged mobile usage for data-intensive activities like shopping. Digital buying is still riding the pandemic boost.

They've had a bunch in the UK for a while, Germany, now Mexico, so yeah, it seems like it's helping to some extent. Let's move to question two. We've got Zach going up against Oscar. Does live sports need new shorter content?

I'm going back to England at the end of November if anyone wants to join me. You're welcome to join. Stephanie Taglianetti:. I'll be there in April. Marcus Johnson:. You can pursue the British dream. No, I won't be there. I'll be gone. Anyway, that's all we've got time for for this episode. Have a good trip. Thank you so much to my guests. Thank you to Stephanie, who will be in England in April.

I think it's worth mentioning that another big winner from the Olympics has been TikTok. So TikTok says that it had 1.3 million posts about the Paris Olympics, which is a 1,800% rise compared to Tokyo. Some of that is the kind of surge in popularity of the platform itself, of course, but also, its ad revenue surged by 25% in the week following the opening ceremony alone.

I tried a TikTok recipe that was on my Instagram feed. So it wasn't even on TikTok. Marcus Johnson:. Okay. Suzy Davidkhanian:. I did not follow the recipe 100%. Marcus Johnson:. Perfect. Suzy Davidkhanian:. It was bad. Marcus Johnson:. What were you making? Stephanie Taglianetti:. Is it because of the former statement? Suzy Davidkhanian:. My PSA is, follow the recipes on TikTok.

The UK nearing the final stretch of a parallel law, the online safety bill, which creates tough new requirements for social media companies with a particular focus on protecting kids, the piece notes. Story two: "Gannett, America's largest newspaper chain says Google's power over ad tech has contributed to the decline of local news," writes Katie Robertson of the New York Times.

So, it's a little bit different in the UK? Bill Fisher:. I believe that by the end of the year or within Q4, the code comes into force, services must comply and Ofcom can enforce against non-compliance. And although it's an independent body, the government can push them, compel them to act.

[inaudible 00:14:33] tools getting integrated into Facebook shops, Instagram product tags, Pinterest clothing, and TikTok shops, and that demonstrates commitment to simplifying the shopping process. TikTok has this feature called Fulfilled by TikTok, which their logistics are becoming more streamlined, making it easier for creators and sellers to engage in social commerce.

Amazon remains the top product search channel for consumers, but it鈥檚 starting to lose ground to social platforms such as Instagram and TikTok. It鈥檚 taking steps to address the rising competition by working with influencers and launching a new TikTok-like in-app shopping feed, Inspire, that supports images and videos. But Amazon still dominates US ecommerce.

As one kid gets it and that kid saw it on TikTok. And then even if your kid isn't on TikTok, they saw that kid. And so on and so forth. Sara Lebow:.

On today's episode, we discuss whether it's too early to talk about Gen Alpha, delivering things without the box, what's happening on TikTok Live, fast fashion looking to repairs, what websites will look like in the future, the most popular theme parks in the world, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, analyst Blake Droesch, and forecasting director Oscar Orozco.

The UK 30% is done online. So the takeaway for me there, Jeremy, is stores still rule significantly and to your point, looking at where we're going to be in the future, one in $5, read the other way, four in five still in store, what's your take on this trend?

On today's podcast episode, we discuss why shopping on Amazon is changing, the proposal of ad-free TikTok and Instagram subscriptions, how much Amazon's AI chatbot shopping assistant can move the needle for customers, whether Toys-R-Us can make a successful comeback, the share of women in leadership roles and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

The US (7.8%), UK (4.9%), Germany (3.1%), Canada (6.0%), and Brazil (11.3%) are all in the worldwide top 10 for digital ad spending and will see their lowest growth since our tracking began in 2011. Despite slow growth, the US will still produce a huge portion of all new spending.

It鈥檚 a different story in the UK. Although food inflation is also driving up grocery ecommerce sales in the UK, the number of people buying groceries online will fall 2.9% to 29.5 million in 2023 as older shoppers return to stores. That means grocery will lose share of digital buyers, although at 61.1% it remains much higher in the UK than in France or Germany. What are the implications?