蘑菇AV

This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands calibrate their sales mix against the market.

Amazon faces renewed antitrust scrutiny in Europe: The retailer is under fire from German regulators concerned that its price controls limit competition.

Despite the current duopoly between Mercado Libre and Amazon in Mexico鈥檚 ecommerce market, roughly 60% of online sales remain up for grabs for local, regional, and global retailers.

Although no single player rivals Mercado Libre鈥檚 hold on Latin America鈥檚 ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

Cross-border buyer numbers are rising in Europe as shoppers seek value and variety鈥攂ut consumer expectations and regulatory changes could challenge future growth.

Gen Zers are most likely to use the Amazon app exclusively when shopping on the marketplace, while baby boomers are most likely to use a web browser exclusively. Our digital shoppers and buyers forecast was issued in February 2025, before many of the Trump-imposed tariffs on foreign goods went into effect.

Shoppers are responding favorably to the value and convenience Amazon offers鈥攏ot to mention the array of brands, premium or otherwise, available on the marketplace. We expect Amazon to gain ecommerce share across nearly every beauty subcategory this year, which is likely to accelerate the number of brands that set up shop on the platform鈥攑articularly as growth becomes harder to come by. E.l.f.

The digital landscape in Europe is slowing, but opportunities for advertisers, brands, and retailers still exist. Knowing where to look to achieve the best outcomes will be paramount.

Now offering massages, art tours, and more without a home booking, Airbnb is turning into a full-service travel platform with a trove of first-party data.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

This includes most instances of social commerce, except for peer-to-peer transactions like Facebook Marketplace, which is included in our social buyers forecast but not in shoppable media. Younger consumers are the driving force behind shoppable media鈥攑articularly social commerce.

鈥淎I agents are now players in the 尘补谤办别迟辫濒补肠别,鈥� said Bourne. 鈥淭hey're making decisions, they're consuming content, and they're the audience now. So you really need to optimize your strategy for the AI agents, but also continue to optimize for humans as well.鈥�.

ATM Marketplace summarized key strategies for improving customers鈥� experiences in 2025, including:. Enhance branch experience with financial guidance: Branches remain essential for major financial decisions. FIs should create private, comfortable spaces for financial consultations, like Bank of America replacing teller windows with offices.

Epic Games forced Apple to unwind App Store rules, setting a precedent that weakens Apple鈥檚 payment monopoly and threatens its fastest-growing services revenue stream.

We can expect Gen X to stick primarily to Facebook and LinkedIn because they serve a multitude of functions鈥攌eeping them connected to their networks, connecting with others on niche interests, and, of course, Marketplace. Shopping, digital video, and social media keep baby boomers plugged in.

Comparable sales for Macy鈥檚 nameplate: -3.6% YoY on an owned-plus-licensed basis, including the retailer鈥檚 third-party marketplace. Comparable sales for Bloomingdale鈥檚: -1.4% YoY on an owned-plus-licensed basis, including the retailer鈥檚 marketplace. Earnings per share: 53 cents vs. 30 cents estimate. While Macy鈥檚 still struggles to get back on its feet, the retailer pointed to some modest progress.

YouTube TV has allowed Google to increase its stake in the TV advertising marketplace, but the service is not yet financially profitable, per The Information. We forecast that YouTube TV will account for more than half of US digital pay TV subscription revenues in 2025. YouTube TV鈥檚 ascent is part of a broader trend where digital pay TV accounts for more viewing.

The rules would also hold marketplaces鈥攔ather than importers鈥攍iable for dangerous or illegal products and increase platform responsibility to ensure compliance with EU regulations. Our take: Shein seems to be betting on India to fuel its growth as new hurdles in the US and EU threaten to slow its momentum and erode market share elsewhere.