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TikTok offers users Shop credits in last-ditch attempt to boost sales, downloads before US ban: The platform is dangling hundreds of dollars in incentives to increase engagement.

Over half (56%) of US grocery retail executives are concerned about competition from internet grocery stores (like Thrive Market or Fresh Direct), according to a June 2024 survey from Deloitte. Nearly as many (53%) are concerned about third-party grocery shopping apps like Instacart or DoorDash.

US total media ad spending could fall to $394 billion in 2025 under a heavy tariff scenario, wiping out projected gains for the year, per our April 2025 forecast.

From a slew of major partnerships to our forecasts for slower user growth, we look at the biggest BNPL trends of 2024鈥攁nd what they mean for 2025.

Retail ecommerce sales worldwide will reach $6.419 trillion in 2025, growing 6.8% YoY鈥攖he slowest pace since 2022, per our February 2025 forecast.

US social media ad spending will ride the momentum platforms built in H2 2023 thanks to AI, social video advertising growth, and a fixation on bottom-funnel outcomes.

Shifting market dynamics: The rise in ecommerce has made it easier for consumers to exploit return policies. Extended return windows, while customer-friendly, may inadvertently enable fraudulent behavior.

Go further: Read our analysis of Lowe鈥檚 and other major retailers鈥� Q3 results in our Retail & Ecommerce Earnings Q3 2024 report. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

23.8% of US consumers say they鈥檝e spent between $2,500 to $5,000 on online shopping throughout the year, per June 2024 data by Narvar. Another 22.6% spent upward of $5,000.

The news: Amazon is testing a rapid delivery service in India that will enable shoppers in Bangalore to receive items like groceries and household items within 15 minutes, per Bloomberg. The available product catalog will vary from groceries to household items, depending on the neighborhood being served.

The double-digit growth in US consumer packaged goods (CPG) digital ad spend will come to a halt next year and hover around just 6% through 2026, per our forecast.

Click here to view our forecast for US Amazon Prime Day sales.

US sales of private label grocery brands grew 3.9% in 2024, outpacing the 1.0% growth of national brands, according to the Private Label Manufacturers Association (PLMA).

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.