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The retail outlook for 2025 is worse than previously anticipated. However, many smaller emerging markets are still in line for strong years, and ecommerce continues to claw share from traditional retail.

FAQ: US-Canada Trade War (蘑菇AV subscription required). FAQ: How Trump Tariffs on Latin American Imports Will Affect US Brands (蘑菇AV subscription required). Methodology: Data is from the November 2024 RetailNext report titled "Consumer Sentiment Survey." 1,056 US adults ages 18-64 were surveyed online during August 21-23, 2024.

On today鈥檚 podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.

This capability will come to select partners in Q1 2025 before rolling out in the US, Canada, the UK, Australia, and other countries across Europe and Asia. The problem: Despite the rewards, only crypto diehards will likely be interested in making payments at the POS with crypto. We forecast only 2.0% of internet users will make a crypto payment in 2025.

German grocery retailer Lidl launched a TikTok Shop pop-up in the UK, marking one of the first major grocery retailers to experiment with TikTok鈥檚 ecommerce capabilities.

Affirm previously only operated in the US and Canada. Why this matters: The UK is a large expansion opportunity for Affirm. More than one-quarter (27%) of UK adults鈥攁bout 14 million people鈥攗sed BNPL at least once in the last six months of 2022, per data from the UK鈥檚 Financial Conduct Authority (FCA).

The news: Disney Advertising and Magnite built out their US offerings and expanded their global ad-supported automated inventory across Canada, Latin America, and select regions in the Middle East, Africa, and Europe. US advertisers will now have access to more than 35 demand-side services for Disney platforms.

WPP recently lost Coca-Cola鈥檚 US and Canada media business to Publicis Groupe, though it retained global media duties. Losing Coca-Cola鈥檚 US business still dealt a major blow, exacerbating WPP鈥檚 struggling stock price鈥攚hich declined to a four-year low鈥攁nd ongoing investor skepticism.

Our user forecasts for Facebook, Instagram, TikTok, Snapchat, X, and Pinterest in Canada highlight an expanding platform mix increasingly divided by age demographics.

Already this year, Liberate Brands鈥攖he parent of Billabong, Quiksilver, and Volcom鈥攆iled for bankruptcy and announced plans to close its 120 US and Canadian stores. Crafting retailer Joann also filed for bankruptcy, although it aims to keep its roughly 800 stores open. Retailers are always experimenting with adjusting their store mix.

Ads managers are the main driver of programmatic direct ad spending, which has become the primary method of programmatic advertising in Canada in social media and connected TV.

Livestream shopping gains steam in the US: Twenty-four percent of US consumers have participated in a livestream shopping event, up from 16% last year, which is why Shein and Zara are investing in the channel.

This year, TikTok will pull in 22 times the ad revenues of fellow fast-grower Mercado Libre ($1.02 billion), but Latin America鈥檚 largest ecommerce retailer will rapidly ascend the advertising ranks in the coming years. Click here to view our full forecast for digital ad revenue growth by company worldwide. Amazon will get a growth boost from its OTT video service.

They are already sparking layoffs: Stellantis is cutting 900 jobs and pausing production in Canada and Mexico. A big bite out of Apple: In 2023, Apple started accelerating production in India and Vietnam to reduce reliance on China. With those regions no longer serving as viable tariff workarounds, Apple鈥檚 cost mitigation options are narrowing quickly.

David Morris:. iOS and roughly half Android, and then there's 0.3% of whoever's still using that phone that the Canadians made 20 years ago. That's it. So that you're doubling your reach via NFC because Google will already provide it and you're also unifying that reach across smartphones, period. Other than those people still using that Canadian phone.

The survey was conducted in July 2024 across nearly 6,000 respondents from the US, Canada, India, Brazil, Mexico, the UK, France, Italy, Germany, Spain, Australia, and Japan. Coupons over email: Other studies largely support the GetApp findings.