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The tariff impact was clearest for retail categories hits in 2018. For example, a 20% tariff went into effect on imported residential washing machines in early 2018.

And almost every single platform, including Snapchat and Pinterest also struck ad deals with Amazon, kind of bringing retail media and social closer together. So now it feels like we're at this inflection point where you have consumers and the platforms all in on social search. So the next step is really for advertisers to get serious about it.

That is almost equivalent to the shares of the next three biggest regions鈥�Latin America, Western Europe, and North America鈥攃ombined. In Asia-Pacific, India leads in the number of Instagram users (210.8 million), followed by Indonesia (87.8 million) and Japan (40.8 million). Meta鈥檚 reach is most prominent in Southeast Asia.

Retail Media. Retail media continues to be one of the fastest growing sectors in digital advertising, and Q2 saw competition heat up between two of its largest players: Amazon and Walmart. Amazon dominates the retail media competition by a wide margin, with a forecasted $41.95 billion in US retail media spending this year, versus $3.72 billion for Walmart.

Amazon鈥檚 Prime Day market share will continue to slip, dropping from 62.0% in 2018 to an expected 59.6% in 2023鈥攁lthough that鈥檚 still well above its overall retail ecommerce share of 37.6% this year. Walmart, Target, and Best Buy are among the retailers that offer competing promotional events.

On today's podcast episode, we discuss how retail media is meeting the demand for full funnel campaigns, what folks are building to help with measurement, and how in-store audio can upgrade the experience. "In Other News," we talk about whether there is enough money to go around in retail media and why performance marketers are shifting their priorities to brand building. Tune in to the discussion with our analyst Sarah Marzano and Ryan Mayward, SVP of retail sales at Walmart Connect.

The National Retail Federation estimates that American consumers' retail spending this November and December will grow between 2.5 to 3.5% year over year. That's the estimate. That would be down from the 3.9% from 2023's holiday period and 4.7 the year before that. But Suzy, fortune teller. What will be the November holiday shopping storyline? Suzy Davidkhanian:.

On today's episode, we discuss what to make of Microsoft putting ads in its AI-powered Bing Chat platform, the biggest pitfalls of companies using generative AI, and publishers' concerns about AI chatbots cutting readership. "In Other News," we talk about how much retail media networks are actually boosting the US ad market and which car manufacturers are leading the US electric vehicle (EV) race. Tune in to the discussion with our analysts Gadjo Sevilla and Max Willens.

It will initially launch in Latin America and Eastern Europe. Blake, I'll go to you first. Blake Droesch:. Sure. Marcus Johnson:. Haptic logo ... what was that? Blake Droesch:. I said sure. Marcus Johnson:. Okay, good. Thanks for agreeing. Haptic logos, what's your take on this story? Blake Droesch:.