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So the US is bigger overall, but then in terms of e-commerce, China's e-commerce sales are at nearly 3 trillion this year, whereas in the US it's only about 1 trillion this year for total retail e-commerce sales. Man-Chung, can you expand on that forecast a little bit? Man-Chung Cheung:.

I mentioned a couple of places in the news there, in Brazil and Japan. There's stuff that's already happened in Canada, Paul. Why don't you introduce us to some of the legislation that's been passed over there and just fill us in on how successful or unsuccessful it's been? Paul Briggs:. Sure. In prepping for the podcast, I did a little bit of homework here.

He says he likes to tell everybody that The Matrix's code is made out of Japanese sushi recipes. Jacob Bourne:. Lesson, the inspiration can come from anywhere, I guess. Marcus Johnson:. Yeah. This has systematically ruined The Matrix for me. There must've been some people sat there looking at it going, "Huh, might make that for dinner.". Jacob Bourne:.

So Amazon is interesting in the sense that while they're a very diversified company, their retail media, which is really what we call most of their advertising, their retail media can suffer if their e-commerce sales suffer because they're very, very closely correlated. And I think the other challenge that Amazon has is it is so big it's laying off...

However, Japan and the countries of Southeast Asia are at the opposite end of the rankings. Digital transformation is at very different stages across the region. The center of gravity for both total ad spending and digital ad spending remains North America, with Asia-Pacific taking second but falling further behind.

I think the UK is quite interesting because the UK's actually a very mature e-commerce market and in terms of penetration, e-commerce as a percentage of total retail sales, it's actually ahead of the US. But I think as Paul mentioned, it perhaps comes down to scale.

In Asia-Pacific, Japan and New Zealand have reached similar agreements with the European Commission. Tighter data control requirements led to major changes in ad buying behaviors. The ad industry鈥攑articularly the digital ad sector鈥攈as been affected by GDPR more than almost any other. Ad targeting drove the sharing and resharing of consumer data in ways that rode roughshod over privacy rights.

TikTok will lean into actionable entertainment and ecommerce in 2023. Brazil will be a key focus. User growth there has been so remarkable that TikTok decided to move up the launch of TikTok Shop from late 2023 to H1 2023. Kwai is now a significant rival to TikTok. It has been quietly amassing users in the background.

Okay, we are in Japan first, where just 37% of people listen to radio. That's the lowest proportion of all 49 countries that were tracked. The first radio broadcast in Japan happened on March the 22nd, 1925. Which of the following statements is false?

We're also joined by senior analyst based in New York City and he covers retail and e-commerce for us. He's called Blake Dros. Blake Droesch (02:26):. Hey Marcus. How's it going? Marcus Johnson (02:27):. Hello? Hello. Very good sir. And we finally have one of our directors of reports editing. He is based in mid to upstate New York, depending on who you ask, it's Rahul Charter. Rahul Chadha (02:40):.

There is nowhere on the planet I don't want to go, but I have managed to travel very extensively and never been to Japan. So, if any of your lovely listeners would like to invite me to a book signing in Tokyo, I would quite like that. Rob Rubin:. If we could just move ourselves to Kyoto right now because the cherry blossoms are in bloom there at the moment. And then I have an oddball question.

Japanese. Oscar Orozco:. Yes, exactly. Japanese [inaudible 00:34:20]. Marcus Johnson:. Oh, yeah. Japanese. Stephanie Taglianetti:. Japanese. Yeah. Oscar Orozco:. So, Japanese at 28%, Thai at 11% of all restaurants, right, Asian restaurants. Population wise, Japanese population share 7%, and Thai is less than three. So, a lot of over-indexing there so-. Marcus Johnson:. Wow. Oscar Orozco:.

It was fascinating to see as well, shoppers are comparison shopping more. Half of folks who shopped on Amazon for Prime Day compared prices with other retailers. Half of folks. That's way up from 2021 when one third did. So, a lot more people comparison shopping. All right, folks. Let's move to question two. I'm talking about ad spending. When will US ad spend feel better?

Japan and Italy are already there. They have some of the highest shares of over 65s at close to one in four. So they're already at that reality. The US is at the reality of 2050 for the world. They're already there. The one in six scenario, the US is already there. The lowest shares are in countries like Uganda and Zambia, with one in 50 people over the age of 65. This is just huge discrepancies.

Heads up our Retail & Ecommerce desk based in New York City, it's Suzy Davidkhanian. Suzy Davidkhanian :. Hello. Thanks for having me. Marcus Johnson:. Hello there. Someone else who also lives in the City, our principal analyst who covers everything retail media, it's Sarah Marzano. Sarah Marzano:. You remembered where I live. Thanks for having me. Marcus Johnson:. I did. Did I not used to remember?

Also joined by another senior analyst, but he covers retail and e-commerce and based out of New York, it's Blake Droesch. Blake Droesch:. Hey, everyone. Marcus Johnson:. Hello, hello. And finally we have one of our directors of reports editing based out of upstate New York, it's Rahul Chadha. Rahul Chadha:. Hello, gents. Marcus Johnson:. What's going on, fella?

And I expect that large e-commerce players like Amazon will continue to get away with murder in how they can treat their workforce and get away with, I wouldn't call it tax fraud, but they have a huge advantage over brick and mortars. They have for years.

On today's podcast episode, we discuss whether Humane's new AI pin is about to become as ubiquitous as the smartphone, just how much ground brick-and-mortar retail will give to online shopping, the next big social media app, if folks will start shopping on Amazon right from their Facebook and Instagram feeds, how news consumption on social media is changing, which airlines carry the most passengers, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Max Willens and Yory Wurmser.