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These platforms aren't just competing with each other鈥攖hey鈥檙e going up against established discount chains, US-based brands leaning into reshoring, and retail giants like Amazon and Walmart that already command the value shopper鈥檚 loyalty. In a crowded, cost-conscious ecommerce landscape, staying relevant won鈥檛 be easy.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to discuss everything retail media-related. There鈥檚 been a boom in the US, but how big is the opportunity elsewhere, and who are the early wave-makers in this space?

I know in certain countries, including Canada for example, Amazon has 80% of the retail media ad spending market and it's similar in many other countries. What's it like in various LatAm countries? Matteo Ceurvels:.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Some stability will finally emerge in Asia-Pacific鈥檚 retail sector after several years of disruption from the pandemic. But the market and businesses will be unsettled, beset by a new wave of technological disruption from AI, the metaverse, and more.

Digital ad spend is growing and going increasingly toward programmatic formats. Search ad spend is on the rise as well, as retail media growth remains healthy. And social media is in better shape than previously projected. Here are five recent charts forecasting the future of ad spend.

Worldwide ecommerce growth will slow gradually over the next three years, according to our Worldwide Retail Ecommerce Forecast 2024 report. In the markets we track, Latin America will have the fastest ecommerce growth rate at 15.8% this year, while Western Europe will have the slowest at 6.4%.

Alarm bells ring: The retail slowdown aligns with broader economic concerns. The University of Michigan鈥檚 Consumer Sentiment Index plunged 11% in mid-March, hitting its lowest level since November 2022. Consumer confidence has been on a steady decline since President Donald Trump took office, as worries mount over tariffs, government layoffs, funding cuts, and immigration restrictions.

Edelman wants to rely less on top-funnel brands: Layoffs show the company attempting to diversify revenues and meet demand for marketing services.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to talk about the upcoming crowning of King Charles III in the UK, other major events around the world, and what sort of effects they will have on retail and marketing.

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.

That gives them a measurable edge in retail and personalized media. Omnicom, meanwhile, is proving it can generate meaningful growth from tools like Omni AI, particularly in performance-heavy areas like ecommerce and CRM. WPP鈥檚 clean room approach is technically sound, but it risks missing the moment if marketers continue to demand identity-based activation that moves beyond anonymized insights.

Ecommerce sales in India, which is soon expected to become the most populous nation, are growing at one of the fastest rates in the world. But brick-and-mortar will still dominate the retail sector for the foreseeable future鈥攚e estimate that online sales will account for only 10.0% of total retail by 2027.

This comeback will be led by improvements in big markets like Western Europe, North America, and China, but developing markets in Latin America, Southeast Asia, and India will also drive ecommerce growth worldwide. Use this chart:. Use newly stable trendlines to inform long-term decision-making. Understand ecommerce as a segment of overall retail. More like this:.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here鈥檚 how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

But if ByteDance continues to use China as a model for worldwide growth, the app鈥檚 retail and advertising potential will keep climbing. 4. A closer look at Latin America. In Latin America, where people spend more daily time with social media than anywhere else, Twitter and Facebook are hemorrhaging users as TikTok grows rapidly, according to our forecast.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Digital ad spend will grow the fastest in Latin America this year, with Peru leading the pack, according to our forecast. While Argentina and Chile will also rank high by this measure, none of the three countries will crack the global top 10 for total digital ad spend.

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.