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That said, as Alibaba and JD.com have discovered, there are limits to how far that strategy can go before it delivers diminishing returns.

Most recently, Amazon submitted an offer to buy TikTok in a letter to Vice President JD Vance and Commerce Secretary Howard Lutnick, though the New York Times reported that people involved were not taking the bid seriously. AppLovin was simultaneously in negotiations to acquire TikTok, with the Trump administration reportedly 鈥渇ully aware鈥� of AppLovin鈥檚 interest.

JD Supra. Kraken. Milo. New Way Mortgage. Private Capital Investors. RealOpen. The CE Shop. The Motley Fool. U.S. Bank. U.S. News & World Report.

While the retailer鈥檚 growth outstripped that of domestic competitors Alibaba and JD.com, it was a considerable slowdown from the 44% YoY increase it notched in the previous quarter. Earnings per share of RMB 18.53 ($2.59) fell short of FactSet鈥檚 RMB 19.85 ($2.77) estimate.

Consumers love rewards鈥擳he top reason for switching credit card providers is to find a better rewards program, according to JD Power. And if consumers can earn rewards via their debit cards, it could fuel more frequent debit usage. US debit card transaction value is expected to account for 42.3% of total card transaction value this year, according to our forecasts.

On the face of it, positive earnings from JD.com and Alibaba appear to indicate that consumer spending is finally turning a corner. But the two retailers鈥� buoyant sales in Q4 were helped by a much longer Singles Day sales season as well as targeted government stimulus measures, showing that shoppers need considerable enticement to loosen the purse strings.

Amazon reportedly made the offer via a letter to Vice President JD Vance and Commerce Secretary Howard Lutnick鈥攖hough the Times reported that various people involved in the talks aren鈥檛 taking Amazon鈥檚 bid seriously. The bid 鈥渋s proof of TikTok鈥檚 prowess in ecommerce and the changing nature of how consumers shop and buy,鈥� per 蘑菇AV vice president of content Jasmine Enberg.

Alibaba and JD.com, China鈥檚 other ecommerce giants, never gained substantial traction in the US, partly due to their lack of spending to acquire customers. US-based Wish spent heavily on digital ads and rode the pandemic-driven ecommerce boom to an IPO鈥攂ut has since lost its way.

Nonetheless, disappointing sales from ecommerce giants (e.g., Alibaba, JD.com) and significant sales declines from smaller players (e.g., Suning and Gome) have stunted ecommerce growth. China鈥檚 retail ecommerce sales growth in 2023 was, therefore, adjusted downward from 11.4% to 10.9%. A new breed of social media platform is spurring ecommerce growth.

Alibaba and JD.com reap the benefits of the retail media windfall. JD.com and Alibaba鈥檚 Tmall and Taobao are the biggest winners of the retail media advertising bonanza, as almost 90% of retail media ad spend in China is projected to go to ecommerce channels in 2024.

Both Vice President-elect JD Vance and potential Health and Human Services Secretary Robert F. Kennedy, Jr. have expressed disdain for pharma ads on TV. This sentiment will likely be drowned out by free-speech arguments as well as intense lobbying from the pharma sector and TV networks.

The most popular channels for pet food-related information are traditional ecommerce platforms such as Tmall and JD.com (64.7%), short video ads (58.5%), and pet shop ads (41.9%). South Korea is increasingly falling in love with cats and dogs. For six years, South Korea has had the lowest fertility rate (the average number of children a woman has in her lifetime) in the world.

The news: Since President Trump took office, financial watchdogs have made changes to provide more regulatory clarity for banks engaging with cryptocurrencies, per JD Supra. These changes include:. A crypto task force: Acting SEC Chair Mark Uyeda established a new Crypto Task Force to develop a comprehensive regulatory framework.

China is a global leader in online shopping, with high digital buyer and retail ecommerce penetration. Shoppers are comfortable buying luxury goods online and embracing livestreaming commerce.

Foot Locker, JD Sports, and Macy鈥檚 are relying on Nike to shore up their struggling businesses, letting the brand get in front of a wider variety of consumers and potentially take back shelf space from competitors. But the company faces a long road to recovery, which could create more opportunities for Sketchers, Anta, and the numerous upstarts jostling to replace it.

Total new vehicle sales in December were projected to grow by 7.3% YoY, per JD Power. EV sales grew 12% YoY in Q4, an acceleration from 8% in the previous quarter鈥攂ringing full-year sales to a record 1.3 million, according to Cox Automotive.

The country鈥檚 largest ecommerce retailers鈥擜libaba, JD.com, and Pinduoduo鈥攁re investing billions of yuan to lower prices for consumers, with mixed results. Both Alibaba and JD.com are losing share, while Pinduoduo鈥檚 relentless push to offer cheaper products is resonating with cost-conscious shoppers.

What it means: China鈥檚 subdued economic outlook poses problems for retailers鈥攑articularly domestic ecommerce giants Alibaba and JD.com, as well as more expensive Western brands鈥攁s they struggle to ride out the slump in consumer spending. Brands like Apple have been forced to participate in the country鈥檚 price wars to attract consumers and keep lower-priced domestic rivals from taking share.

And Vice President-elect JD Vance said on the campaign trail that he would explore stricter regulations of D2C pharma advertising. Bills to restrict or prohibit D2C drug ads have been introduced in the past yet typically lacked support from GOP lawmakers. But if a Republican-led administration pushes for a ban, previously hesitant members of Congress could be swayed.

Our take: Walmart is adapting to China鈥檚 rapidly evolving retail landscape, where Meituan is on the rise as JD.com is losing ground. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Those categories also performed well during Singles Day, Alibaba and JD.com said. Our take: China鈥檚 economic rough patch is unlikely to be resolved anytime soon. We expect sales to rise just 3.5% in 2025 as consumer caution puts a considerable damper on growth.

It will need to do a better job of reaching the nearly half of brick-and-mortar pharmacy customers who say they have not heard of digital pharmacies, per JD Power鈥檚 2024 US Pharmacy Study. Key stat: As of earlier this year, about 13% of US adults say they鈥檝e used Amazon Pharmacy in the past 12 months, per M3 MI data shared with 蘑菇AV. 2. Medicare beneficiaries get access to RxPass.

Ecommerce titans Alibaba and JD.com are facing stiff competition from short-video platform Douyin (China's TikTok counterpart) and group-shopping discount platform Pinduoduo, both known for their competitive pricing strategies. The upstarts are thriving in China's current economic climate, where consumers have turned increasingly price sensitive.

Our take: Brands embracing platforms like Douyin illustrates the competitive pressures facing Chinese ecommerce incumbents Alibaba and JD.com鈥攁s well as retailers like Pinduoduo.