蘑菇AV

The insight: Gen Z consumers are starting their purchase journeys more often on Google properties, including YouTube and Gemini, according to a Business Insider report citing Morgan Stanley data. Our take: Google is doing a good job of leveraging the popularity of YouTube and increasing interest in genAI-powered shopping tools to win over younger shoppers and establish itself as the first port of call in their customer journeys.

Amazon links its speed to a sharp uptick in demand for groceries and household goods鈥攁 category that鈥檚 now growing more than twice as fast as all others in the US. Our take: Amazon Prime is already enormous, with roughly 3 in 4 US households, or 99.8 million, subscribed, per our forecast.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants鈥� tariff mitigation abilities.

President Donald Trump鈥檚 shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.

Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.

With TikTok in limbo, Neptune is pitching itself as a mental-health-conscious, creator-first alternative, but it鈥檒l need more than good vibes to scale

How can retailers in grocery, the second-largest ecommerce category, optimize their online business to succeed?

The end of de minimis is nigh: The rule that fueled the rise of Temu and Shein is set to end on May 2.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

High-income consumers are more likely to discover new brands or products in-store, but they typically make the final purchase online.

Dick鈥檚 Sporting Goods had its best holiday quarter on record: While Q4 comparable sales soared past expectations, the retailer is tempering its outlook due to geopolitical and macroeconomic uncertainty.

Retailers of sporting goods and equipment are moderately increasing their spending on digital ads following a post-pandemic slump. In 2022 and 2023, ad spending growth in this sector slumped well below the retail average. But its small share of total retail digital ad spending (5.2% in 2024) means it doesn鈥檛 have much impact on overall industry growth trends.

Digg makes a comeback 12 years after it was sold: While the revival promises 鈥済辞辞诲 vibes鈥� and a community-first focus, how they鈥檒l monetize is unclear.

After an unexpectedly solid 2023, the good times will continue for ad spending in most US industry verticals in 2024. Telecom will lead in growth, and numerous categories will outpace their 2023 increases. A few unusual results are on tap as well.

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. Our take: Amazon鈥檚 decision to expand Haul comes at a critical time for low-cost marketplaces, with their business model under threat as more governments look to scrap de minimis exemptions.

Gen Z鈥檚 complicated path to purchase leans heavily on digital platforms and channels. But offline resources still play a key role.

Ghost eyes an opportunity helping brands move surplus goods: The private B2B marketplace aims to address market inefficiencies by connecting brands with buyers of surplus and goods online.

In 12 years, marketplace Tuckernuck has grown from a small online retailer using friends and family to model their product to a robust marketplace offering men鈥檚, women鈥檚, and children鈥檚 apparel, accessories, and home goods.