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ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

So, consumers like Amazon Prime because they get free delivery in the UK and then they get some video streaming as well. Okay, now they're getting ads with that, but I think they're willing to take that because they get other perks. And what's interesting is in the US we've seen retailers follow a similar strategy. Walmart's added streaming services to its subscription kind of plus service.

Latin America鈥檚 digital economy is proving resilient despite macroeconomic headwinds. In 2023, marketers and advertisers will focus on reaching consumers across retail media, livestreaming ecommerce, and ad-supported video streaming.

While all it takes is two deliveries under $50 for Prime members to recoup the monthly cost of the grocery subscription, it remains to be seen whether customers will be willing to nearly double the cost of their memberships for the sake of free delivery鈥攅specially at a time when fewer shoppers are ordering groceries online.

In display ad spending, retail is the only industry set to spend less than 60% of its display budget on video this year. The flip side of this underindexing on video is that retailers are more likely to spend display budgets on banners and clickable product advertising. Retail video ad spending growth will stop outpacing the industry average next year.

Walmart also offers half-price memberships for shoppers receiving qualifying governmental assistance, such as SNAP benefits or Medicaid. The big takeaway: Amazon continues to fine-tune its grocery strategy in search of an offering that will resonate with shoppers.

ChristianaCare joins the subscription healthcare market: Incumbents are rolling out bundled virtual primary care services for consumers. Will the trend take off?

Despite high-profile investments in grocery and healthcare, the company has so far been unable to dominate those industries as it has in the ecommerce and cloud services sectors. Amazon recently overhauled its grocery business in a bid to grow its share of online grocery dollars and reduce supply chain costs, but Walmart still has a commanding lead.

On today's podcast episode, we discuss why shopping on Amazon is changing, the proposal of ad-free TikTok and Instagram subscriptions, how much Amazon's AI chatbot shopping assistant can move the needle for customers, whether Toys-R-Us can make a successful comeback, the share of women in leadership roles and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

They're very willing to change where they shop if they perceive that a company is not in line with their own values. In a recent Glow and Nielsen survey of 33,000 US shoppers, about half of respondents either started or stopped using a food or grocery brand based off of that brand's ESG behavior.

This video was contributed by Claritas.

However, nearly as many (41%) plan to do most of their shopping in November and a third (33%) plan to do it in December. To keep consumers engaged and shopping, retailers need to keep ad campaigns and offers fresh throughout the season, said Alex Stark, co-founder and CMO of Ogee. 鈥淵ou don't want to just have the same deal going on for a whole month,鈥� he said.

DoorDash partners with Lyft: The combination should make the delivery service a stronger competitor to Uber, which offers members of its Uber One service free food delivery and discounted rides.

On today's podcast episode, we discuss whether this is the beginning of Amazon's decline, if the Internet is becoming more ad-free, whether shopping pairs well with streaming, where brands will shift their ad dollars during the Super Bowl as they lean away from X (formerly Twitter), ChatGPT creator OpenAI's deal with publishing giant Axel Springer, the most visited tourist attractions in the world, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.

DoorDash is the latest delivery platform to turn to streaming to boost membership sign-ups: The company will offer DashPass subscribers free access to Max鈥檚 ad-supported tier in a bid to boost sign-ups and grow sales.

On today's podcast episode, we discuss when we might be approaching the consequential ceiling of 鈥減eak media鈥�, which folks watch the most influencer videos, where smartphone time is still climbing, and entirely too much more. Tune in to the discussion with our Principal Analyst and host Bill Fisher, Principal Analyst Paul Briggs, Vice President of Research Jennifer Pearson, and Chief Research Officer at GWI Jason Mander.

It's not something that they can really rely on meaningfully quarter after quarter for results in the way that they can with video content or at the very least AAA stuff, which is like big blockbuster stuff. Certainly,-. Marcus Johnson (17:52):. Extremely expensive. Daniel Konstantinovic (17:53):. Yes.

Methodology: Data is from the March 2025 Salesforce report titled "Connected Shoppers Report." 8,350 shoppers ages 18+ and 1,700 retail industry decision-makers worldwide, across 21 countries, were surveyed during November 27-December 26, 2024.

And they also self-report, at least, being willing to try new products, new grocery and CPG products when shopping online.

Many retailers launched paid memberships over the past three years. For the most part, they were intended to increase revenues and build loyalty during the pandemic-driven ecommerce boom. But the slowdown in revenue growth indicates that consumers are only willing to spend so much on retail subscriptions, particularly amid economic uncertainty.

Expect competing retailers to work to differentiate their offerings and stand out from the competition as video grows in importance. China鈥檚 growing presence in Latin America will influence shopping habits. Latin America is taking its cues from China, not the US.

Ad spend across digital channels has been mixed so far this year, with spend on social networks slowing and connected TV spend boosted by new ad-supported subscription tiers. Meanwhile, retail media is diversifying at a rapid rate as nonendemic retailers get in the game