蘑菇AV

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

BeReal hired Ben Moore as its US managing director to support ad growth. Moore previously led global media buying partnerships for TikTok. The app claims to have 40 million monthly users worldwide, with 5 million located in the US. What ads will be like: BeReal has two ad formats鈥攊n-feed ads that look like organic content, and homepage takeover ads when users open the app.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture 蝉丑辞辫辫别谤蝉鈥� attention, boost retail media spend, and drive sales.

From 2024 to 2026, FMN ad spend will grow at a breakneck 106.3% compound annual growth rate, per our forecast. While that will account for only 0.4% of US digital ad spending in 2026, this growth reflects FIs鈥� eagerness to monetize their first-party data. Click here to view our full forecast for US FMN ad spending. Ad revenues are looking increasingly attractive for FIs:.

Key stat: 70% of US consumers feel 鈥渆motionally manipulated鈥� by AI shopping assistants, per Chadix. What retailers may define as personalization, consumers could think of as manipulation, the data shows. 60% of consumers make frequent impulse purchases based on AI suggestions, per Chadix. Key stat: 1 in 3 people who click on an automated message make a purchase, according to Omnisend.

As competition intensifies and consumers continue to seek value, retailers will need to double down on how to differentiate themselves and offer shoppers what they want, wherever they are.

蘑菇AV clients' top 10 '24 topics : CTV led ad growth, AI drove innovation, and retail media surged, while TikTok and Gen Z reshaped the landscape.

Although still a small share of ad spend, in-store retail media is expanding rapidly. Retailers like CVS and 7-Eleven are using digital screens and audio ads to engage shoppers closer to the point of purchase.

Trump鈥檚 tariffs fuel ad industry pullback: Marketers are cutting budgets and ad growth projections fall sharply as inflation and trade uncertainty rise.

Companies like Apple resumed spending on the platform after a 15-month pause, while Amazon significantly increased its ad spending on X despite pulling nearly all of its ad spending from the platform in 2024. The change is largely in response to Musk鈥檚 new political power. Brands are hoping to improve relationships with Musk and, in turn, curry favor with the current administration.

Our take: Even if retail media makes up a small overall portion of some retailers鈥� business, the potential to capture millions in ad spending and rapidly drive revenue growth is making it a crucial sector for the next generation of advertising talent and leadership.

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.

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.

Ad spending will rebound in 2024, as mobile formats continue to dominate and areas like connected TV and retail media drive renewed growth.

Amazon鈥檚 ad business expands: Ad sales were up 18% YoY to $17.28 billion, fueled by retail media and Prime Video ads.

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.

While Reddit鈥檚 advertising growth is slowing compared with 2024, it鈥檚 still positioning itself as a serious player for SMBs who want alternatives to traditional social platforms. These updates are meant to lower the barrier to entry by reducing campaign setup time and improving signal quality鈥攂oth key for advertisers working with limited budgets.