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That’s not the case in other markets—like Latin America, where Mercado Libre is a homegrown juggernaut. Amazon’s C$51 billion ($37.78 billion) in gross merchandise value makes up more than 5% of total retail. By that measure, it is the largest mass merchandiser in the country, ahead of Walmart and trailing only Loblaw Companies Ltd.

However, the reported revenues for the EU and the UK represent almost four-fifths of the total (including Latin America and rest of world). So, a significant amount of livestream revenue growth for the combined regions is likely coming from Western Europe. The UK may overindex here, with over 50% of UK internet users showing at least some interest in livestream commerce, per Toluna Start.

Digital gaming has become one of the most popular activities in the world, thanks mainly to the proliferation of smartphones and free mobile games. Here is our worldwide forecast for total gamers, with breakouts by region and for 13 countries.

Rising Airbnb rentals and Tinder’s weak ID verification create unchecked spaces for misuse. Colombia’s tourism boom worsens the problem as traffickers exploit platform anonymity and operate freely.

US consumers will spend $3.2 billion on flowers this Mother’s Day: While NRF’s forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

Global B2B digital ad spending to reach $48 billion by 2026: Growth driven by digital adoption and emerging market expansion.

YouTube’s hiring of ESPN veteran Justin Connolly triggers a Disney lawsuit: The clash underscores rising tensions over live sports streaming supremacy.

The news: China is outpacing the US in retail media’s global rise, with nearly half of its digital ad spending now flowing through retail platforms. While Amazon still leads globally, its growth is slowing—expected to rise just 18.6% in 2025. Meanwhile, players like Uber Eats, Meijer, and Albertsons are growing ad revenues at triple-digit rates. Our take: Retail media is becoming more fragmented and competitive. Success now requires portfolio diversification, especially as new channels—like last-mile delivery and in-store signage—gain momentum. What began as an Amazon-centric, US-led trend is now a worldwide shift reshaping how consumers discover, consider, and buy.

The news: At Cannes Lions 2025, Netflix announced it has added Yahoo’s DSP to its growing list of programmatic partners, joining Google, The Trade Desk, and Microsoft. The expansion boosts flexibility for advertisers targeting Netflix’s 94 million monthly ad-tier users across 12 countries, with new capabilities for first-party data and interest-based buying. Our take: With its Ads Suite now live globally, Netflix is done crawling—it’s competing directly with YouTube and social platforms for CTV budgets. As its per-user ad revenues rebound and its content ecosystem broadens, Netflix is evolving into a full-funnel marketing platform poised to reshape premium video monetization.

Nearly all marketers are concerned about Trump’s tariffs: The trade war is putting pressure on marketers—but there are some options to mitigate the damage to brands.

Revolut reached over $1 billion in profits with strong subscription and wealth performance.

The news: Cannes Lions 2025 kicks off June 16, with media companies and platforms turning the festival into a proving ground for brand innovation. Spotify is merging live acts like Cardi B with audiobook tastings and celebrity panels, while Canva hosts CMO roundtables alongside design influencers. Google, Uber, and Influential are anchoring talks on TV, sports, and creator-driven engagement—with yacht-side podcasts and fundraising activations adding a new layer of purpose. Our take: This year’s Cannes isn’t about opulence—it’s about ownership. Brands that bring substance, not just spectacle, will emerge with more than headlines—they’ll leave with lasting partnerships and fresh strategic playbooks.

The news: Novo Nordisk missed an important patent filing deadline in Canada for its weight loss and diabetes drug semaglutide, opening the door to generics as soon as next year. Our take: If Sandoz and other generic makers start selling semaglutide GLP-1 drugs in Canada next year, FDA approval for states may not matter. If drugmakers do start selling generic GLP-1s in Canada, Novo will see Ozempic brand sales drop, but the GLP-1 market could see a generics’ explosion.

Global gains power L’Oréal past expectations as US market cools: CEO Nicolas Hieronimus flagged slowing beauty demand and US retailer constraints but noted the brand is well positioned to handle tariff-driven disruptions.

Private label sales growth outpaced national brands last year: Consumers' growing appetite for value is driving grocers to elevate their brands to compete against established names.

Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.

Growing in new markets can offset potential losses from increasing POS competition

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.