蘑菇AV

US omnichannel retail media ad spending grew 20.4% this year to $52.3 billion, per our forecast, making it the fastest-growing ad channel. But rapid growth comes with growing pains鈥攁s retail media networks (RMNs) not named Amazon or Walmart discovered this year.

The double-digit growth in US consumer packaged goods (CPG) digital ad spend will come to a halt next year and hover around just 6% through 2026, per our forecast.

23.8% of US consumers say they鈥檝e spent between $2,500 to $5,000 on online shopping throughout the year, per June 2024 data by Narvar. Another 22.6% spent upward of $5,000.

From a slew of major partnerships to our forecasts for slower user growth, we look at the biggest BNPL trends of 2024鈥攁nd what they mean for 2025.

Retail media ad spending in the US will reach almost $55 billion in 2024, as advertisers鈥� focus on off-site spending intensifies.

Shifting market dynamics: The rise in ecommerce has made it easier for consumers to exploit return policies. Extended return windows, while customer-friendly, may inadvertently enable fraudulent behavior.

Go further: Read our analysis of Lowe鈥檚 and other major retailers鈥� Q3 results in our Retail & Ecommerce Earnings Q3 2024 report. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

B2B ecommerce site sales increased 10.5% YoY in 2024, reaching $2.297 trillion.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

The news: Amazon is testing a rapid delivery service in India that will enable shoppers in Bangalore to receive items like groceries and household items within 15 minutes, per Bloomberg. The available product catalog will vary from groceries to household items, depending on the neighborhood being served.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

Smaller retailers are gaining share and reshaping the ecommerce landscape, but will they be able compete with giants like Amazon?

As consumers continue to grapple with inflation and economic uncertainty, our inaugural forecast shows that the US resale market will remain one of the fastest-growing segments in retail.

US ecommerce growth will come from large retail categories with historically low online sales share. And growth will stay healthy even as traditional drivers of online sales take a backseat to emerging categories.

Steep discounts drove shoppers to spend on Cyber Monday: The Monday after Thanksgiving is poised to be the biggest online shopping day in US history.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.