蘑菇AV

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

What do brands need to know about the next wave of digital growth?

Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?

Retail media鈥檚 rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

In-store payments provide a new growth avenue for BNPL providers facing slower industrywide volume growth

This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

The news: Walmart is scaling back its diversity, equity, and inclusion (DEI) initiatives, including eliminating key partnerships and rebranding efforts, marking a significant shift in corporate diversity strategy among major retailers. The retailer is ending its $100 million commitment to the Racial Equity Center, a program launched in 2020.

Walmart convened a Creator Upfront in October. Creators from various industries presented their content and strategies to a group of advertisers. Amazon has taken minority stake in Spotter. The latter is a company that supports creator businesses through capital, community, and AI tools. Amazon has joined forces with Meta, TikTok, Snap, and Pinterest.

Amazon and Walmart-owned Flipkart have been neck and neck in generating retail ecommerce sales, with respective market shares of 30.5% and 31.8%. Flipkart will come out slightly ahead, according to our forecast. Reliance Retail鈥檚 JioMart, the conglomerate鈥檚 ecommerce arm, will have a 6.9% market share in 2024, which is expected to grow faster than Amazon and Flipkart.

We noted the surge in offsite retail media spending as major players looked to expand their empires; in April, Walmart Connect announced several updates to offer offsite media to non-endemic brands. Speaking of non-endemic advertisers, that鈥檚 another part of the retail media expansion story. Players like Home Depot, Expedia, and Albertsons all made announcements in the space.

Tying up with DoorDash gives the BNPL provider a massive volume opportunity

Secondhand apparel delivered its strongest annual growth since 2021 last year: The category is poised to continue its up-and-to-the-right trajectory as tariffs push up the price of new clothing.

Amazon, Target, Shopify, and Walmart are all looking to activate the CTV channel. But downsides to CTV advertising exist. There are a few reasons CTV ad growth has been stymied thus far:. Cost. More than a third of UK marketers cited this reason in a YouGov survey for Teads. The report noted that premium CTV is much less expensive than primetime linear TV.

Retailers looking to capitalize on retail media鈥檚 growth opportunities need to understand the market developments, formats, and challenges shaping ad spending in Latin America.

Retailers with brick-and-mortar footprints like Walmart, Lowes, and CVS are also expanding in-store advertising capabilities to include audio formats, often available for purchase programmatically. Audio is likely to gain traction quicker than other in-store activations.

Target isn鈥檛 sitting still amid challenges: It鈥檚 bringing back Target Circle Week to boost sales and memberships now while planning 300 store openings over the next decade.

Walmart Chile. Walmart de M茅xico y Centroam茅rica (Walmex).