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厂丑辞辫辫别谤蝉鈥� affinity for the brand is extending beyond its distinctive shoes: Apparel sales topped CHF 100 million ($113.6 million) in 2024, although they remain a tiny fraction of overall revenues. Looking ahead: On is the rare brand to be optimistic about its 2025 performance. The company expects sales to grow 27% YoY and is encouraged by a strong start to the year.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Port strike notwithstanding, companies are confident in their abilities to weather supply-chain disruptions: But a drawn-out shutdown could test that resilience as backlogs grow and costs rise.

Retail media platforms like Amazon offer many of the same benefits that social platforms do, including a large and engaged audience, targeted advertising, and ecommerce integrations. A burgeoning list of companies are throwing their hats in the ring in the US, Europe, and Latin America; the threat of retail media to the social platforms鈥� future ad revenue growth cannot be ignored.

Among Emerging Markets, Latin America and India Have Arrived. For years, we have pointed to Latin America and India (and sometimes Southeast Asia) as the future. As of 2023, the future will have arrived. India is set to break into the top 10 in global ad spending, and Brazil is already ninth.

As ecommerce growth normalizes and companies prioritize profit, payments providers are facing slashed valuations and tapering revenue growth. This more challenging environment鈥攚hich particularly affects fintechs鈥攑ortends two potential consequences:. Incumbent-led consolidation.

Amazon can stake a claim as one of Canada鈥檚 top mass merchants, even without having physical stores. It has reached this milestone after more than three years of accelerated retail ecommerce in the country.

We estimate that China accounts for 50% of global ecommerce sales, while the US, Amazon鈥檚 biggest market, makes up about 18%, and Latin America, less than 3%. Alibaba鈥檚 share of its key market is also the highest, capturing 42.7% of ecommerce sales within China last year. Amazon made up 38.2% of US ecommerce sales. But Mercado Libre鈥檚 share was far lower, at 20.9% of Latin America鈥檚 ecommerce sales.

And don鈥檛 be surprised if central banks in other countries in Latin America and Southeast Asia try to replicate Pix and UPI. This article originally appeared in Insider Intelligence's Payments Innovation Briefing鈥攁 daily recap of top stories reshaping the payments industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe.