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By contrast, LVMH鈥檚 sales in Asia (excluding Japan) declined 10% YoY in the same period, while Kering鈥檚 fell 22% YoY. Our take: An investment in Moncler allows LVMH to expand its influence in the luxury market as well as keep rival Kering鈥攑reviously in the running as a potential suitor for the brand鈥攁t bay.

And in Japan, Indonesia, and South Korea, sub OTT seems almost rare. These underpenetrated markets likely feature awareness and affordability gaps that sub OTT providers will need to address.

Traditional retail holds a special place in Japan, so the country has been slow to embrace online shopping. The aging population also does not help with adoption. Even with the country鈥檚 advanced infrastructure, we estimate ecommerce accounts for only 13.9% of total retail sales鈥攂elow the global average of 19.5%.

Twitter will maintain user growth in outlier Japan. Twitter is the No. 1 social platform in Japan, where its users will grow 1.4% in 2023 and 0.5% in 2024. The controversies surrounding Musk鈥檚 Twitter takeover seem to be a less-charged topic in Japan. The platform鈥檚 proposition of protecting user anonymity while also acting as one鈥檚 personal loudspeaker continues to hold value in Japan. What to Watch.

For instance, customers in Japan may be shown pictures of trail running shoes with Mount Fuji in the backdrop. Resale platform Depop rolled out a genAI-powered feature for sellers that generates listing descriptions and populates item attributes鈥攊ncluding color, category and sub-category, and brand鈥攆rom a single product photo.

We have split out China, India, Japan, and Southeast Asia in the table below rather than aggregate Asia-Pacific. All these markets are in line for strong ecommerce years, although India and Southeast Asia are decelerating from boom times, while China and Japan will post slight rebounds. Emerging markets will lead the growth rankings for years to come.

In the UK, Mexico, and Japan, Amazon鈥檚 share is much lower. Domestic competition is also stronger in these countries. For example, Mercado Libre鈥檚 share of ecommerce in Mexico will be 16.0% this year, greater than Amazon鈥檚 13.7% share. Here again, no such domestic rival exists in Canada. Only Germany鈥檚 Amazon ecommerce share (51.1%) is higher than Canada鈥檚.

The US, China (each 24%) and Japan (23%) weren鈥檛 far behind. Cost was a bigger factor in the US and China (each 24%), followed by Japan (21%), Germany (20%), Sweden (16%), and the UK (13%). Our take: No country has a perfect system, as far as patients are concerned.

Sales growth was slowest in the US (8% YoY), while Japan (34%) and Europe (24%) grew fastest. Asia revenues excluding Japan rose 14% YoY. Business in China picks up: LVMH is the latest luxury company to note a resurgence in spending among Chinese consumers.

Here's how it works: Uber will use Stripe鈥檚 payments platform for Uber Rides and Uber Eats in markets including the US, Australia, and Japan. Stripe鈥檚 Link and Financial Connections will let customers add bank account details without leaving Uber鈥檚 app. These can then be saved for future purchases. Uber will also use Stripe to process card payments on eftpos in Australia and JCB in Japan.

Unlike the January job cuts, which saw the closure of major Microsoft studios like Japan-based Tango Gameworks and Arkane Austin, Spencer said no studios would be closed and no announced projects canceled. The layoffs are largely related to Microsoft鈥檚 2023 acquisition of Activision Blizzard for a reported $69 billion, according to The Verge.

Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo. Analysis is based on Skai advertisers with 15 consecutive months of performance data.

In Japan, Twitter鈥檚 still No. 1. It鈥檚 been that way for over a decade. This year, there will be 43.6 million Twitter users in Japan, representing 35.2% of the population. In 2025, Instagram will assume the top position.

Apple committed to launching Apple Intelligence in Chinese, French, Japanese, and Spanish in 2025, but China and the EU will not get AI features, due to pending regulatory approvals. Lack of AI features in China could become a problem for growth in that region, especially since Apple fell out of the list of top five smartphone vendors in China in Q2, per Canalys.

Podcast listener growth will be relatively high in China, Japan, and South Korea, mainly because penetration remains low. Local content creation is still in its emerging stages, although China has homegrown providers that have rapidly scaled up. All three markets represent a significant opportunity, given that podcast awareness remains low.

Methodology: Data is from the July 2024 Ministry of Internal Affairs and Communications (MIC) - Japan report titled "2023 Information and Communications Whitepaper." 1,030 internet users ages 20-69 in Japan and 2,080 internet users ages 20-69 in China, Germany, the UK, and the US (520 each) were surveyed online between January-February 2024.

India, China, and Japan will all post slower ecommerce growth than last year, but the declines will be minimal. India in particular will remain among the world鈥檚 fastest growers across both total retail and ecommerce. Southeast Asia, meanwhile, will see a modest uptick after a shaky 2023. Latin America will be the top region for ecommerce growth, but not overall.

France鈥檚 government device ban applies to the recreational use of all entertainment apps, while Japan is mulling a ban on any social app that spreads disinformation. Experts in Australia say that TikTok should not be the only focus of government agency bans. Complicated or multiplatform bans may be more difficult to enforce, however. Billions of ad dollars are at stake.