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As Temu and Shein slow US activity, Europe and the UK are emerging as fallback markets, where both brands are still advertising heavily.

However, 62% of US and UK adults say they are likely to buy a product via AI-powered virtual shopping assistants if it helps them find exactly what they want, according to November 2024 data from Arlington Research and Coveo. What it means: Consumers want exclusive perks more than futuristic tech—unless that tech, like AI assistants, clearly improves the shopping experience.

European regulators continue to pressure the company on cloud bundling practices, and the UK recently flagged Microsoft’s cloud licensing as a competitive concern. Microsoft has weathered regulatory storms before. It leans on its diversified business model that encompasses enterprise software, cloud, gaming, and LinkedIn, which all generate strong cash flows.

Australia-based travel insurer World Nomads collaborated with UK-based specialist insurance, loyalty, and travel services provider Collinson Group to roll out a parametric travel insurance product to customers in the UK and Ireland.

Hilton rolled out hotel loyalty debit cards in the UK in October. Unlike typical debit cards, these come with an annual fee of £60 ($74.60) for the base card, and a fee of £150 ($186.50) for the Plus card. Our take: Marqeta’s tie-up with Upside will help the issuing platform capitalize on this trend.

However, the reported revenues for the EU and the UK represent almost four-fifths of the total (including Latin America and rest of world). So, a significant amount of livestream revenue growth for the combined regions is likely coming from Western Europe. The UK may overindex here, with over 50% of UK internet users showing at least some interest in livestream commerce, per Toluna Start.

France will see stronger growth in digital ad spending than both Germany and the UK this year. Most industries aren’t contributing to that growth, though, with only travel and retail seeing any significant investments.

Global favorability of the US fell about 20 points from January into March, per Morning Consult Intelligence, with views from Canada down 44 points, France 33 points, and the UK 31 points. Overseas buyers are deliberately avoiding US products, the firm said.

We forecast programmatic display ad spending for six major markets: Canada, China, France, Germany, the UK, and the US. Programmatic display ad spending will grow the fastest in Western European countries this year. These markets are regaining momentum after inflation and an energy crisis depressed ad spending growth in 2022 and 2023.