蘑菇AV

Having multiple operating currencies may provide a more nuanced understanding of the video marketplace. It would also incentivize continued innovation among measurement vendors to ensure solutions evolve at an acceptable pace. But there are a lot of challenges standing in the way of a true multicurrency future, including:. Complexity for buyers.

The company recently opened its marketplace to US merchants, removing its invite-only requirement in the hopes of decreasing its reliance on imported goods. Where is spending going? The Black Friday bidding war has driven up ad prices, mirroring the dynamics of political ads on social media and TV earlier this year.

The EC fined Meta 鈧�797.7 million ($863.2 million) for 鈥渦nfairly鈥� tying its Facebook and Facebook Marketplace businesses together. It also ordered Meta to change its business conduct, though it didn鈥檛 specify what changes need to be made. The FTC antitrust lawsuit over Meta鈥檚 acquisitions of Instagram and WhatsApp could go to trial before the end of the year.

TikTok Shop, for example, boasts live and short-video commerce, an in-app marketplace, a logistics arm, checkout, Shop ads, and an affiliate arm for creators. And as of 2024, Meta and Pinterest require merchants to use their in-house checkout solutions. This gives sellers access to commerce tools that can help them manage their product catalogs, set up online shops, and view sales activity.

However, the AI sector must grapple with challenges like hallucinations and copyright infringement claims for the marketplace to reap the full benefits and reduce risks. Democratization of genAI through consumer device integration may bring in new users. Apple's ChatGPT integration into Siri and writing tools will accelerate adoption.

Department stores are also expected to get a boost from in-person shopping this holiday season鈥攁lthough they face tough competition from big-box stores, off-price retailers, and ecommerce marketplaces as consumers prioritize value.

The company's policy changes affect multiple business areas, from supplier relationships (which will remove race and gender considerations) to marketplace oversight (with stricter controls on products targeting minors). Pride event sponsorships will continue but with new 鈥渇amily-friendly鈥� requirements. Corporate language will shift from "DEI" to "belonging" in company communications.

The 鈥渙utstanding availability鈥� of inventory in the marketplace is also fueling optimism, per CEO Ernie Herrman. Our take: TJX is winning the value war. Its selection of branded merchandise and lower prices entice shoppers. While other retailers have warned about the impact that President-elect Trump鈥檚 tariffs would have on their businesses, TJX isn鈥檛 worried.

However, the structure of PDD鈥檚 marketplace meant it was unable to capitalize on those consumption shifts and had to incur considerable costs to ensure similar products were available to shoppers鈥攃osts which it expects will continue to weigh on profitability in the near term.

Following Amazon鈥檚 playbook, more retailers are launching third-party marketplaces in tandem with ad networks to target high-intent consumers closer to the point of purchase. Retailers with robust online traffic and first-party customer data are best positioned to yield results for brands.

That portion will be greater than open 尘补谤办别迟辫濒补肠别蝉鈥� by a slight margin. This share has changed significantly from the early days of programmatic a decade ago: In 2014, open marketplaces held a 71.0% share of RTB. But issues with brand safety and traffic quality were especially acute in open marketplaces, and drove media buyers to the more controlled private deal spaces.

鈥淎I search and AI tools in general have so much potential to improve the shopper's experience when it comes to these marketplaces with really vast product catalogs,鈥� said our analyst Sarah Marzano on an episode of the Behind the Numbers podcast. Marketers are already invested in search advertising; 62.2% of US retail media ad spend will go to search this year, per our March 2024 forecast.

Brazil is Latin America鈥檚 largest retail ecommerce market by total sales volume and will be this year鈥檚 third-fastest-growing digital economy worldwide. Understanding the nuances of how and where Brazil鈥檚 diverse consumer base spends its money online is key for brands and retailers to thrive in this highly competitive ecommerce market.

That鈥檚 a particularly compelling proposition given that seller fees can account for as much as half of Amazon merchants鈥� revenues鈥攂ut it complicates matters for Amazon, given that it usually penalizes sellers for offering products at lower prices on other marketplaces.

This is also behind the decline of open marketplaces. 鈥淚n the UK, open marketplaces will be sub-2% or 3% [of programmatic CTV]. In the short to medium term, it won鈥檛 be the main way of transacting in any way,鈥� said Sam Wilson, managing director of CTV for EMEA at Magnite. The new growth areas are those where programmatic has been slower to take off.

Should this happen, the uninsurance rate would increase by 16% and subsidized marketplace coverage would drop by 42%, per a recent analysis by the Urban Institute. Our take: Efforts to cut costs鈥攑articularly waste and fraud鈥攁re noble endeavors, especially as healthcare spending continues its meteoric rise across the US.

Why we care: Though a relatively new entrant, TikTok Shop has secured its place within the US marketplace landscape. Over a fifth of US marketplace buyers made a purchase on TikTok Shop in the seven months following its US launch, according to an April 2024 蘑菇AV survey.

It could also remove its platform from the EU, which would have significant financial repercussions: The marketplace had more than 92 million monthly users in the EU last month. Our take: This could be a moment of reckoning for Temu, which has so far avoided major fines or bans.

Sponsored search in online marketplaces makes up the bulk of ad spending in retail media. But display formats, like video and in-store displays, are helping the category reach new heights. We expect similar strong growth, averaging 21.6% annually, from 2024 to 2028. Retail media will account for 19.9% of digital ad spending this year.

The total value of goods sold on the marketplace鈥攊ncluding from third-party sellers鈥攔ose 40% YoY, roughly in line with last year鈥檚 growth. Our take: Shein certainly faces its share of growing pains.