蘑菇AV

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform鈥檚 underperformance last year.

The considerable uncertainty surrounding Temu鈥檚 business model could be hurting its ability to attract shoppers: Weekly active customers fell 9% YoY for the week ended February 15, per Earnest Analytics. Our take: PDD is in a tough spot.

The retailer is currently offering shoppers 50% off everything on Haul, following prior discounts of as much as 90%. Given that everything on the marketplace is priced under $20, Amazon is likely losing money for now on each order as it tries to undercut Temu and Shein. But that bet could pay off in the long term if it convinces shoppers to make Amazon their first port of call for ultra-cheap goods.

The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners鈥擬exico, Canada, and China鈥攁ccording to the US Census Bureau.

Google aims to reset its ecosystem with AI-infused Pixel updates and expansion beyond phones鈥攃ountering fragmentation and pressure from rivals.

HBO's hit show 鈥淭he White Lotus,鈥� is extending its off-screen influence with a series of retail partnerships. Though the show revolves around miserable rich people on vacation, it keeps viewers engaged with fashion, scenery, and unattainable luxury. Brands including Banana Republic, H&M, and Kiehl鈥檚 have seized the opportunity.

Skai launches Celeste AI to streamline commerce media: Celeste combines cross-channel analysis and optimization, cutting task time from hours to seconds.

As retail media networks (RMNs) clamor for advertiser budgets, the channel鈥檚 measurement shortcomings are moving into the spotlight. Advertisers cite a lack of cross-platform standardization among their top RMN-related challenges, but an overcorrection on measurement could do more harm than good.

Tariffs could make US-made vehicles more expensive than imports: US automakers鈥� supply chains depend on cross-border trade, and there鈥檚 no simple way to untangle those relationships.

Marketing beyond the screen: Studios are embracing cross-industry partnerships, with "A Minecraft Movie" leveraging gaming, beauty, and food brands to expand its audience reach and deepen fan engagement before its release.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

But unless the platform is also an ecommerce hub, it won鈥檛 have transaction data to connect sales to ad exposures. Retail media鈥檚 importance has increased as legacy identifiers blink out. Closed-loop attribution has become more attractive. As cookies and other legacy identifiers (e.g., mobile ad IDs, IP addresses) become scarcer, platforms with built-in measurement advantages have benefited.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.