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The context: Shein has a dominant (40%) share of the US fast-fashion market thanks to its vast assortment of low-priced apparel that appeals to Gen Z and millennial shoppers, per Bloomberg. Despite its success, the company has significant challenges.

Netflix gets a boost from Latin America in Q1: The region is a vital market for new users and incremental revenue growth, despite the controversial clampdown on password sharing.

Walmart in April launched a digital presence redesign that aims to push shoppers to discover (and buy) items that they may not have been seeking. Our US Walmart Retail Ecommerce Sales Forecast expects the retailer鈥檚 online sales will grow 10.9% this year.

Ecommerce channels lead in retail media ad spending. In 2024, ecommerce channels will account for nearly 90% of total retail media ad spending in China, or $49.49 billion. The remaining portion will be allocated to off-site channels鈥攖hose that are not ecommerce sites, such as search engine Baidu and short-video apps Douyin and Kuaishou.

Nike鈥檚 Olympics efforts kicked off in April, with the brand launching new products, hosting in-person events with athletes like Jordan Chiles and Sha鈥機arri Richardson, and debuting a controversial ad campaign.

颁补苍补诲补鈥檚 ecommerce market is catching up with global peers. A key factor: the growing digital presence of the 鈥渂ig three鈥� grocery players鈥攚hose ecommerce sales we鈥檙e forecasting for the first time.

The news: The wave of consolidation in the consumer packaged goods (CPG) sector is continuing with Italian candymaker Ferrero鈥檚 $3.1 billion acquisition of cereal manufacturer WK Kellogg. The deal will give the maker of Nutella and Ferrero Rocher a foothold in staple grocery categories, as well as deepen its North America presence鈥攁 particular area of focus for the company. Our take: With grocery spending strained and costs rising, most CPG companies are taking one of two tracks. Some, like Ferrero and PepsiCo, are making strategic acquisitions to broaden their portfolios and keep up with shifting trends. Others, like Conagra and General Mills, are shedding assets to reduce expenses and focus on the categories with the greatest growth potential.

It's the ecommerce giant鈥檚 first credit card but likely not the last as it competes with Amazon and other ecommerce sites

TikTok, meanwhile, accelerated plans to launch TikTok Shop in Mexico and Brazil. But while their US prospects have dimmed, China鈥檚 ecommerce players will continue to significantly outpace the 5% growth rate for overall US ecommerce in 2025. We forecast that Temu鈥檚 US sales will increase by 13.5%, while Shein鈥檚 will rise by 10.0%.

LiveRamp broadens Pinterest collaboration: Global advertisers to benefit from enhanced data integration.