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Delivery is a critical component of ecommerce fulfillment, but accessing this opportunity requires brands and retailers to navigate a complex set of options and find ways to meet rising consumer expectations.

TikTok Shop gears up for busy holiday season in the US, UK: The platform expects hefty ecommerce and ad growth this year as shoppers get used to transacting on the app

Google will fall below a 50% share of the US search advertising market next year for the first time since we started tracking it in 2008, per our forecast. It鈥檚 a pivotal time for paid search, with Google鈥檚 ad dominance threatened by generative AI, social media, retail media, and lawsuits. Meanwhile, ad-averse consumers are becoming hesitant to click search ads. Here are four trends our exclusive KPI data reveal about Google, retail media, and the future of paid search.

Online returns growth will outpace overall ecommerce growth through 2028, driving retailers to update their strategies and solutions to manage costs.

It鈥檚 a divergent retail environment: While Dick鈥檚 Sporting Goods and Abercrombie & Fitch expect shoppers to spend freely this holiday season, Best Buy鈥檚 sales were softer than expected.

Cosmetics and beauty make up a nearly $100 billion industry in the US, and next year more than one-fifth of those sales will come from ecommerce, according to our forecasts. In order to win over beauty shoppers, and Gen Z ones in particular, brands need to pay close attention to where their digital ad dollars go. Here are five charts to help you out.

Walmart鈥檚 strong Q3 bodes well for its holiday performance: The retailer鈥檚 sales and profits beat expectations thanks to healthy ecommerce growth, more affluent shoppers, and recovering general merchandise sales.

On today鈥檚 podcast episode, we discuss the takeaways from Netflix鈥檚 record-breaking boxing event, the chances of TikTok dodging a US ban under a Trump presidency, the future of 鈥渞oadblock marketing鈥�, Perplexity鈥檚 new feature that lets you buy things directly within its search engine, the true story that inspired the 1992 film 鈥淎 League Of Their Own鈥�, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing Rahul Chadha, Senior Analyst Evelyn Mitchell-Wolf, and Senior Director of Forecasting Oscar Orozco.

Merchants need to get shoppers to spend as early as possible to avoid excess inventory eating into their margins. Go further: Read our US Holiday Shopping 2024 report.

US social media ad spending will ride the momentum platforms built in H2 2023 thanks to AI, social video advertising growth, and a fixation on bottom-funnel outcomes.

Despite its better-than-expected results, Lowe's still forecasts a YoY sales decline鈥攁 notable point given sales in 2023 had already plunged nearly 13%. The retailer, which generated $86.38 billion in sales last year, expects total sales to range between $83 billion and $83.5 billion, higher than its previous range of $82.7 billion to $83.2 billion.

Two-thirds of US smartphone users will use shopping/retail apps by 2025, according to our forecast. As the competition for consumer dollars heats up, mobile apps can help retailers reach a more engaged audience and enable a more omnichannel shopping experience.

US ecommerce back-to-school and holiday growth trends are usually pretty similar, but this year, growth will diverge. US ecommerce back-to-school and holiday spending growth were within 1 percentage point of each other in both 2020 and 2021, and closer to 4 percentage points apart in 2022, during a holiday season impacted by inflation, supply chain issues, and geopolitical concerns. This year, we forecast a US back-to-school ecommerce growth rate of 1.5%, slower than our forecast 11.3% holiday retail ecommerce growth.

Amazon received 236.9 million unique US visitors in June 2024, according to Comscore. It far exceeded Walmart in second with 137.2 million unique visitors.

Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon鈥檚 ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.