蘑菇AV

How time spent with media, device ownership, and media adoption stacks up in Western Europe.

While Southeast Asia shows potential, Mexico is a top contender for US-based retailers to expand online, Droesch said. In 2024, Mexico鈥檚 ecommerce sector grew by 15.7%, with sales reaching $58.89 billion, per our forecast.

In Southeast Asia, TikTok will have to flex its innovation chops to tackle growing headwinds. And among all the tectonic shifts, the biggest will be the emergence of AI. Underperforming retail will rebound in China after a disappointing start. China鈥檚 retail sector is showing signs of life.

The vision: Empty shelves in the early days of the pandemic put a harsh spotlight on supply-chain vulnerabilities and there鈥檚 no shortage of ongoing issues, such as Houthi attacks on cargo ships in the Red Sea, that have forced retailers to look for opportunities to improve their operations.

Time spent with mobile devices favors smartphones by a wide margin in Southeast Asia. Time with mobile reached 4:29 daily this year in Southeast Asia, 1:34 more than time with PC/laptop/tablet. Almost every country in the Middle East and Africa experienced a drop in time spent with online TV/streaming. It was the largest global drop, as the average regional time decreased by 13 minutes to 1:40.

We have split out China, India, Japan, and Southeast Asia in the table below rather than aggregate Asia-Pacific. All these markets are in line for strong ecommerce years, although India and Southeast Asia are decelerating from boom times, while China and Japan will post slight rebounds. Emerging markets will lead the growth rankings for years to come.

I think we're going to see a sea change from where the Biden administration took it, which is they're pushing for regulation. They got a lot of AI startups and big tech companies to buy into that idea. They sort of signed initial ways to ensure that there's regulation. I think that's going to change.

Amazon is expanding its logistics network to include over 300 sea routes. The company claims this will facilitate hassle-free transportation from customs to final delivery for UK small and medium-sized enterprises selling to consumers across Europe.

After making various tie-ups and investments in Southeast Asia, the company is now focused on Europe, Latin America, and the Middle East. Our take: Adding diversified payment methods should also help Adyen鈥檚 terminal gain traction.

Live shopping is a multibillion-dollar opportunity in Southeast Asia. As one of the world鈥檚 fastest-growing regions for retail ecommerce, Southeast Asia is becoming a promising market for livestream shopping.

Tactics include diverting ships to lengthier鈥攂ut safer鈥攔outes to avoid drought in the Panama Canal and unrest in the Red Sea, placing orders earlier than they might have in the past, or simply keeping more inventory on hand.