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Retail media. Over 9 in 10 US marketers who invest in creator marketing planned to promote their partnerships via retail media networks in 2025, per Q3 2024 data from LTK and Northwestern University. That trend will help drive retail media ad spending, which will rise by 20.2% YoY in 2025. Brand deals are no longer bound to social platforms.

For Pix, partnerships with major global brands like Spotify鈥攅xpanding its operations beyond peer-to-peer payments and into retail鈥攃an increase volume and user numbers. Pix can use partnerships and new product features to sustain growth and eat into payment cards鈥� market share. Tie-ins with Spotify and Banco do Brasil, which enabled Pix payments through WhatsApp, will help do that.

For Fiserv, acquisitions can strengthen its offering in the retail space. And it could support Clover鈥檚 push to grow at sporting venues and arenas to attract a wider base of clients and drive revenues. Clover is already a big earner for Fiserv: Its annualized gross payment volume in Q1 was $231 billion, up 17% year over year.

Like Best Buy, Target, and virtually every other retailer at this point, Ulta sees its forthcoming marketplace as an opportunity to expand its assortment without having to bulk up inventory鈥攁s well as a chance to beef up ad revenues for its retail media network. It plans to improve the guest experience with deeper personalization, enhancements to its app and website, and better stores.

This is the Q2 2025 installment of our 鈥凌别迟补颈濒 and Ecommerce Sales Benchmarks鈥� series, which helps retailers and brands gauge their sales mix against the market.

Netflix gets a boost from Latin America in Q1: The region is a vital market for new users and incremental revenue growth, despite the controversial clampdown on password sharing.

This is a decline from last year, and highlights a challenge, particularly in Latin America (29%) and Europe (23%). To help marketers better understand where and how ad dollars are being spent, Nielsen has expanded Ad Intel coverage to include 20 individual platforms, capturing 95% of the US CTV ad market.

Why it could work: The central bank is focusing on wholesale transactions rather than a retail CBDC because the country already has strong digital payment uptake thanks to the success of Pix. Instead, Brazil wants to emulate Pix鈥檚 success in other areas of financial services.

Navigating US sanctions and a Chinese antitrust investigation could derail Nvidia鈥檚 supply chain, delay cutting-edge hardware, and challenge its dominance in a global market.

Asia-Pacific remained a global hotspot in 2023, with six of the top 10 fastest-growing retail ecommerce markets worldwide. In particular, China's online shopping market showed signs of resiliency, with growth rates in the double digits.

Latin America traditional media spending bounces back: Recovering out-of-home advertising will help lift outlays to prepandemic levels.

Our annual Trends to Watch report for Canada highlights expected developments in the country鈥檚 media and advertising market for 2025. Next year, we anticipate a shift in media buying will favor domestic publishers and retail media channels, while large platforms will contend with the new Digital Services Tax.

Washington will have an outsized influence on what consumers eat this year: A new surgeon general鈥檚 warning, growing trade wars, and a crackdown on processed food could shift consumption patterns.

Discretionary categories including retail, travel, and entertainment led growth. New international card partnerships. Visa launched a bevy of new consumer credit cards like one with digital bank Neon in Brazil. Visa is also trying to take volume from local networks: It partnered with Dutch Bangla Bank to take over 6 million credentials in Bangladesh, for example.

Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.

The trend: Despite a solid close to 2024, retail-related headlines with 鈥渨eaker-than-expected guidance鈥� are becoming the norm as companies from Amazon to Levi Strauss to Whirlpool point to challenges ahead. Why is this happening? There are five interrelated reasons that retailers are feeling glum:. The labor marketing is moderating.

Our annual report on ecommerce in Canada highlights our most recent forecasts for all flavors of retail, including brick-and-mortar, digital buying, and mobile commerce.

Read the full report, Worldwide Retail Ecommerce Forecast 2024 Midyear Update.

Dig deeper: To learn more about how tariffs will roil the retail landscape, read our Retail & Ecommerce Briefing鈥檚 analysts鈥� take.

Worldwide retail media spend will hit $140 billion this year, according to our December 2023 forecast.