蘑菇AV

Amazon and Sweetgreen find the tide has turned on positioning themselves as tech companies. Global Retail Ecommerce Forecast 2023. Yesterday鈥檚 Chart of the Day: The Gen Z gap.

Amazon is the top ecommerce retailer overall in France, per EDCB, but fast-fashion giant Shein takes second place. The retailer鈥檚 success is partly due to its social media strategy: It led French retailers with a Brand Vitality (VIT) score of 118,000 from January 2024 to August 2024, ahead of Adidas (109,000 VIT) and Louis Vuitton (80,000 VIT), per a 2024 report by Traackr.

The UK is a digital payments leader, though traditional payments provide a backbone. Payment method preferences among different demographic groups are determining the winners and losers.

Amazon will make a big splash in streaming advertising. In September, Amazon announced that Prime Video will have ads by default beginning in early 2024 in the US, UK, Germany, and Canada. The move could shake up the market. We don鈥檛 forecast Amazon鈥檚 CTV ad revenues.

Extra credit: Check out our UK Beauty 2023 report to see how the lipstick effect is playing out in the UK market. This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe.

The US comes in second ($1.251 trillion) with the UK trailing in third, with $220.55 billion in ecommerce sales this year, per our forecast. Use this chart:. Illustrate ecommerce鈥檚 growing share of total retail sales worldwide. Adjust ecommerce strategy to align with future trends. More like this:. What a TikTok ban would mean for ecommerce brands. The top 10 ecommerce sites in the US.

Secondly, in the UK, the big grocers here have an absolute massive hold on the UK grocery market. Even Amazon can't really compete when it comes to food and drinks. So I think just trying to be a huge success solely through D2C is going to be really, really difficult. Blake Droesch:. Yeah. And I think D2C is a model that has worked for a lot of product categories, but in CPG, it's struggled.

Social commerce has yet to reach its potential in the UK. Social buying is still on the rise鈥攁nd there is plenty of headroom to grow spend.

Sora isn鈥檛 available in the UK and the EU, and complex regulations could prevent it from being offered at all. The competition: While a 20-second video clip is no feature-length film, Sora鈥檚 content capabilities surpass competitors鈥� offerings. Adobe鈥檚 generative AI (genAI) tools include a text-to-video and an image-to-video tool that can each create up to 5 seconds of content.

Amazon steps into the post-cookie ring: The company announced its own tracking solution at Cannes, seeking to strike at a vulnerable moment for Google.

In January 2024, Amazon abandoned its acquisition of iRobot amid regulatory scrutiny. And it鈥檚 not just the biggest platforms withdrawing deals鈥擜dobe鈥檚 acquisition of Figma also fell apart after investigations by UK and EU regulators and expected intervention from the FTC. Big Tech faces four ongoing antitrust lawsuits from the US government. US v. Google (search).

I also want to talk about the biggest online beauty retailer, at least in the US, I think probably also in the UK, which is, of course, Amazon. 80% of US online beauty buyers are shopping on the site. I get this. My last purchase on Amazon was a hairbrush, which I don't think is actually beauty, but it's definitely tangential. What's happening on Amazon? Sky Canaves:.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

Over two-thirds (68.1%) of global digital shoppers bought from a marketplace like Amazon, Walmart, or Mercado Libre in the past year, according to our 鈥淕lobal Shopper Survey 2025鈥� report. "Marketplaces are doing really well because they offer convenience, competitive pricing, and a vast selection of products," said our analyst Carina Perkins.

The capability works across all of the delivery company鈥檚 apps and websites, which include Grubhub in the US, Just Eat in the UK, Lieferando in Germany, and delivery brands in 16 other countries. Marketers will have access to over 82 million active customers worldwide.

Microsoft also paused talks or stopped development at sites in Indonesia, the UK, Australia, Illinois, North Dakota, and Wisconsin, per Bloomberg. Microsoft said in January that it was on target to spend $80 billion on data centers this fiscal year, which ends in June, but that progress and future investments may slow following the recent tech market crash. Why the withdrawal?

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.

The UK is now amid what will be an extended slump. UK ecommerce sales contracted by a shocking 6.8% last year (only Germany performed worse). We project growth will not exceed 3% in the UK for the next several years. The rest of Western Europe also had a poor 2022, but continental Europe will recover more quickly than the UK.

How retailers like Sephora, Nike, and Amazon bridge the digital-physical gap. Methodology: Data is from the November 2023 Bain and Aptos report titled "The State of Unified Commerce." 394 retail executives in Canada, the UK and the US were surveyed during March-April 2023. Respondents are responsible for unified commerce investments at their organizations.

On today's podcast episode, we discuss why Amazon is pulling back from "Just Walk Out" technology, how the Atlantic magazine turned things around, what will ignite TV shopping, whether LinkedIn testing TikTok-like videos is a good move, what science says about how to be happy, and more. Tune into the discussion with vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.

That could mean a divesture of Boots, the company鈥檚 UK pharmacy chain that has been in talks to be sold multiple times over the past few years. It would also likely indicate even more layoffs and an acceleration of its planned store closures as Sycamore looks to right-size the business.

Comcast to distribute Max in the UK in exchange for US bundle rights: The deal shows competitors willing to team up in a saturated market.

And consumers agree: Some 40% of UK and US adults believe UGC is important when deciding to make a purchase, according to a February 2024 survey from Salsify conducted by SurveyMonkey.

Self-tanning and suncare brand Bondi Sands has teamed up with beauty and fashion tech provider Perfect Corp. to offer a self-tanner virtual try-on solution across the US, the UK, Europe, and Australia. Perfect Corp. is also partnering with travel retailer Dufry to bring AR-powered makeup try-on experiences to airports around the world.