蘑菇AV

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.

Our take: 鈥淎s competitors brace for volatility, Mercado Libre鈥檚 multibillion-dollar bet on Latin America鈥檚 ecommerce potential offers a powerful buffer against economic headwinds, reinforcing its position as the region鈥檚 undisputed ecommerce leader,鈥� said Matteo Ceurvels, 蘑菇AV principal analyst for Latin America and Spain.

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.

Retailers are feeling the ripple effects of new tariffs as consumers brace for higher prices. While some shoppers accept the trade-off, many are already adjusting their habits鈥攆rom cutting back on fast food to seeking out deals. To stay competitive, brands must focus on value, transparency, and smart messaging. Here are five key stats on how tariffs are shaking things up.

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.

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.

If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown

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.

Gen Z will let bots do their shopping. AI shopping agents will gain traction among younger demographics through initial deployment in ecommerce platforms, digital assistants, and browser extensions. AI agents will exacerbate genAI鈥檚 risks.

This growth is mirrored in the US, where our forecast expects influencer marketing spending to rise 15% YoY in 2025, outpacing both social ad growth (12.8%) and overall digital ad growth (11.8%). As holding companies like Publicis Groupe and Havas race to acquire influencer marketing agencies, Omnicom鈥檚 Creo move shows it鈥檚 betting on internal unification rather than outside acquisition.

Without de minimis, those businesses are now on more equal footing with their domestic counterparts, although the agile supply chains of the largest Chinese ecommerce players will continue to offer an advantage. The crackdown will also affect Amazon, which uses the exemption to offer ultra-low prices on its Amazon Haul marketplace.

The decline in main media spend reflects pressure to deliver results immediately鈥攂ut as Dan Gee of Media Futures Market noted, balance is key. Brands that neglect long-term brand building in favor of performance-only tactics may struggle to maintain relevance. Even as overall budgets dip, AI and personalization are emerging as bright spots.

The UK is still playing catch-up with China and the US on social shopping. Meta has been slow to introduce commerce functionality on its platforms in the UK; brands are cautious about investing in social; and consumers are turned off by fears of fraud. But the channel is gaining momentum fast:. Major brands are now selling on TikTok Shop.