蘑菇AV

New tariffs will create ripple effects across retail鈥攁nd returns will be no exception. With US retail returns predicted to exceed $1 trillion this year, according to a December 2024 蘑菇AV forecast, the pressure is on retailers to adapt.

US retail media ad spending will increase 88.5% from 2024 to 2028, reaching $97.9 billion, according to a November 2024 蘑菇AV forecast.

Our revised US resale forecast reflects a slowdown for the ecommerce-dominated market, as the cost of selling one-of-a-kind items online comes into focus.

Over 20% of U.S. digital buyers (21.7%) will make a purchase off a livestream in 2025, according to an October 2024 蘑菇AV forecast.

鈥淎ffiliate, to my mind, is one of the most under-discussed and underappreciated spending areas in media and advertising,鈥� our analyst Max Willens said on a recent 蘑菇AV webinar. US affiliate marketing spend will reach $10.72 billion this year and drive $307.27 billion in ecommerce, per our forecast. Driving that spend is a persistently value-conscious consumer, a growing creator economy, and a pivot to publishers with first-party data. Here are five factors contributing to affiliate marketing鈥檚 success.

US paid retail membership fee revenues will be higher than ever before in 2025, reaching $46.39 billion, according to our May 2024 forecast. That鈥檚 an increase of 10.8% YoY, with over half (51.8%) of these revenues going to Amazon.

The National Retail Federation (NRF)鈥檚 Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge鈥攅xceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

Halfway through the current decade, retail media has bled into the wider concept of commerce media, which will be a $68.69 billion industry in the US this year, per our December 2024 forecast.

Gen Z is the first mobile payments-native generation. By 2028, 67.8% of US adults will be mobile wallet users, per our forecast. Gen Zers are already way ahead: 85.1% made an in-store or online payment using their phone in 2023, according to Federal Reserve Bank of Atlanta.

Deloitte expects retail sales to grow 3.1% this year: That鈥檚 slightly ahead of our 2.9% forecast, but those projections could go askew in several ways.

US P2P apps need to tap new uses and services to stay competitive, especially amid Zelle鈥檚 dominance. Here鈥檚 how each app sizes up and differentiates to attract younger generations.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Worldwide sales of personal luxury goods will only grow by 3.2% in 2024 to reach $429.15 billion, weighed down by slower growth in the US and China, according to an August 2024 蘑菇AV forecast.

Spotify has nearly twice as many US listeners as the next most popular digital audio platform, Amazon Music, at 103.6 million compared to 53.1 million, per our September 2024 forecast.

Ecommerce penetration of beauty and personal care sales is rising: 41% of category sales take place on platforms like Amazon and TikTok Shop as consumers respond to virality and convenience.