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Programmatic plays a small but growing role in digital audio services ad spending. Major digital audio platforms are leaning in.

Growth in travel media network ad spending will slow as economic pressures affect the travel industry. Starting from a small base, financial media network ad spending growth will pick up momentum through 2026. 鈥淥ther鈥� commerce media network ad spending is set to exceed $4 billion by 2026. Section 4: Recommendations. How should advertisers capitalize on the changes in commerce media?

Slower growth in these segments could drag down overall ecommerce expansion. Compounding the challenge are strained logistics systems, longer fulfillment timelines, and increased risk of inventory stockouts, as carriers and the USPS must now verify package values. While ecommerce will continue to gain share of total retail, growth is likely to fall short of prior projections.

The diversification trend is evident when looking at both China鈥檚 export data and the actions of some of its largest ecommerce companies. April exports to the US sank 21% YoY in April as the prospect of 145% tariffs forced companies to put orders on hold.

On today鈥檚 special edition podcast, 蘑菇AV analysts鈥疭arah鈥疢arzano and鈥疢ax鈥疻illens explore how commerce media is reshaping advertising鈥攃overing platform innovation, measurement, and its overlap with CTV and social鈥攂efore a fireside chat with Chase鈥疢edia鈥疭olutions鈥� Lauren鈥疓riewski. Recorded live at the 蘑菇AV Commerce鈥疢edia鈥疶rends鈥�2025 virtual summit on May鈥�9th. Listen wherever you find podcasts, or watch on YouTube and Spotify.

TikTok is ByteDance鈥檚 global engine: Despite slowing growth in China, the platform continues to expand monetization and user base worldwide.

Amazon introduced advertisements to Prime Video in January 2024 and began experimenting with interactive, directly shoppable video ad formats last May鈥攔epresenting a significant expansion of Amazon鈥檚 retail presence beyond traditional ecommerce. Shoppable ads were tested again during the Thanksgiving holiday weekend on Prime Video, connecting video content directly to consumers鈥� shopping carts.

Shopping websites, on the other hand, were ranked as the top choice, which gives retailers a natural advantage. Companies whose customers aren鈥檛 in a shopping mindset will have to work even harder to ensure the ads they feature are relevant, engaging, and, crucially, not disruptive. What will it take to carve out success in a crowded commerce media landscape?

Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating 鈥渁 once in a career window to reorient your business to the opportunity,鈥� according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.

TikTok brings DMs directly to livestreams: The update is part of TikTok鈥檚 broader livestream push, designed to keep brands and creators around.

While return on ad spend (ROAS) is commonly used to compare performance across platforms, Gloazzo cautions against over-reliance on this metric. "ROAS is not my favorite one, because a lot of retail media platforms right now take into consideration in-store sales, within the evidence sales," he said. "Some have 14 days attribution, some have 30 days attribution.".

Budget planning for ad spending on Amazon should account for potential volatility. Maintaining flexibility to adjust spending as market conditions evolve will be critical. Diversifying ad strategies across multiple Amazon ad products could help mitigate risk and maximize performance during fluctuating conditions.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

AXON鈥檚 performance is pulling in spend across gaming, ecommerce, and connected TV, giving AppLovin a foothold in markets far larger than its original mobile gaming roots. What could trip things up? Regulatory risk, geopolitical volatility, or platform gatekeepers like Apple shifting their rules pose threats to AppLovin鈥檚 growth flywheel.

Launched by the holding company in 2020 as a full-service ecommerce offering. Key clients: Jacobs Douwe Egberts, Forno Bonomi, Puma, Tigullio, Sognid鈥檕ro. Social media. US social network ad spending will grow by 16% YoY to $86.75 billion this year and will continue increasing by double-digit YoY rates through 2027, per our forecast.

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

Both companies have been major drivers of influencer marketing and social ad spending growth, and a pullback could throw the current trajectory off course. China-based advertisers accounted for 11% of Meta鈥檚 ad revenues, per the company鈥檚 recent earnings reports. Bank of America also estimates that Temu and Shein alone contribute as much as 2% to 4% of ad spend on Meta and Google.