蘑菇AV

Social media, ecommerce, and search remain the only routes to elite status in digital ad publishing. ByteDance, Microsoft, and Tencent crossed the $10 billion threshold already, and Kuaishou, Apple, JD.com, and Baidu will join the ranks over the next year or two.

And 80% of these users are considered active. 92 million are located in Brazil, and currently there aren鈥檛 any users outside of Latin America鈥攚hich raises questions about Nubank鈥檚 ability to expand beyond the region. And given the challenges of buying or becoming a bank in the US, it likely won鈥檛 enter that market soon.

Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.

In-store retail media has long been a mysterious black box for marketers鈥攈ard to measure and optimize. But thanks to first-party shopper data and AI-driven measurement tools, that鈥檚 changing. Marketers can now pinpoint how shoppers engage with in-store campaigns and tie those interactions directly to sales.

The boom times for ecommerce and retail have largely passed. 鈥淚t鈥檚 going to be harder [for retailers] to identify pockets of growth and opportunity. But, the good news is that it鈥檚 not going to be that roller coaster of demand fluctuations that has been challenging for retailers to navigate over the last couple of years,鈥� our analyst Blake Droesch said.

We do see in terms of the digital space, that the region continues to remain the fastest growing e-commerce market worldwide. This was a trend that happened for the first time in 2020 where Latin America first held that title as fastest growing e-commerce market, and now we've seen it for 2022, 23, 24, and 2025, it's still going to lead the world in commerce growth.