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So Canadian grocer Loblaw is adding digital screens to over 500 stores so brands can target shoppers. Vibenomics and Stingray Advertising are combining their networks to offer in-store audio ads across 25,000 grocery, convenience, home improvement, and drugstores.

Its popularity is huge for ecommerce, specifically in Brazil, where the platform will launch TikTok Shop this year, noted our analyst Matteo Ceurvels. And TikTok鈥檚 Latin America growth mirrors global trends. The platform will grow by 11.6% worldwide this year, per our forecast. 5. TikTok takes No. 3 in Canada.

Viewership in Canada is changing, as more eyeballs turn to connected TV and digital video for long-form content.

Our own US CTV advertising forecast calls for 21.2% growth in ad spending this year, 13.2% in Canada, and 9.5% in the UK. Why it matters: This dramatic rise in CTV advertising is significantly altering advertising strategies and budgets. As consumers flock to streaming platforms, advertisers are following suit, viewing CTV as an ideal space to reach an engaged, targetable audience.

The company is getting more serious about building out its agency ecosystem: Last year, Reddit announced its first independent agency partnership with Tinuiti, and chose Omnicom as its flagship enterprise partner in both the US and Canada, WPP for a commerce advisory partnership, and IPG Mediabrands as its first global enterprise partner.

The news: The largest theater chains in the US and Canada, including AMC Entertainment, Regal Cinemas, and Cinemark, will invest more than $2.2 billion in upgrades over the next three years. These overhauls will affect more than 21,000 screens, representing 67% of North American box office sales, according to the National Association of Theatre Owners (NATO).

Why TikTok is being banned on government phones by everyone from the US to the EU and Canada. Gen Z is the social video generation, and TikTok is its platform. Yesterday鈥檚 Chart of the Day: Unhealthy concern.

We start with one of our vice presidents of content who heads up the retail and e-commerce team based in New York. You know her as Suzy Davidkhanian. Suzy Davidkhanian:. Thanks for having me. Marcus Johnson:. Of course, Suzy, welcome to the show, welcome to 2024. We're also joined by someone else on that retail and e-commerce desk, based in New York as well, senior analyst Blake Droesch.

All of the categories we track鈥攊ncluding mobile ecommerce buyers, shoppers, smart home control users, information seekers, and audio listeners鈥攕how a similar pattern of high initial growth rates followed by a significant slowdown. For example, smart home control user growth peaked at 68.6% in 2018 before declining to 4.2% in 2024, indicating a maturing market across various applications.

The rise of shopping apps selling ultralow-cost goods from China is drawing more value-driven US consumers. But are their strategies sustainable over the long term?

Social search is used for more than just shopping. Searching on Google or Amazon is far from being intermediated by social search. US adults are still more likely to start on Amazon or a search engine to find products, per Jungle Scout. But many are turning to social media for other types of searches, such as:. Things to do. 

And the paid-for GPT tier is available in Canada as well, right? Paul Briggs:. That's right. Well, it's formally has not been announced from OpenAI that it's available in Canada, but there's been several reports in social channels that users in Canada have been using the Chat Gpt Plus program. And for me, when I log into my free Chat Gpt website, there's an option for me in Canada here to upgrade.

TikTok has been hinting at e-commerce in the US for a while and it's a major part of the business model of its parent company ByteDance in Asia. Now TikTok will be competing with the likes of Amazon as well as companies like Shein and Temu for US e-commerce. Suzy, your review of this story in 60 seconds is... Suzy Davidkhanian:.

That's great, but I think that they'll be more successful on those sort of where they have off-premise ATMs that are located in shopping malls and other places, that they use those outlets to get consumers to drive traffic to the retailers, and they'll do better that way than doing an offer with a product tie in at one of their retail stores. Stuart Mackinnon (18:51):.

Heavy media consumption in Canada across digital and traditional channels has led to a range of effective ad formats for brands.

That robust total derives from sub OTT鈥檚 extremely high penetration in both the US and Canada. Those two leaders, along with China and a handful of major markets in Western Europe and Latin America, prop up the worldwide sub OTT penetration rate. By contrast, many large countries like Japan, Indonesia, and India fall far below the worldwide average. Most sub OTT viewers are in Asia-Pacific.

"In Canada, it's 9 in 10 people in the population. This is a really, really valuable piece of advertising real estate. By the same token, CTV ad spend is beginning to slow down a little bit, so I think this is one area that could help keep it buoyant for a little while longer,鈥� said Fisher. The case for skepticism.

Although I do love Target and I do want to do a plug, their Target Canada didn't quite work out, but they have figured out a different way to get some loved private label brands into Canada, and so they're partnering. So I think they're doing some very cool things. I just don't think that membership is the right move.

We start with our senior analyst covering everything retail and e-commerce. Based in New York, it's Blake Droesch. Blake Droesch:. Hey, everyone, good to be here. Marcus Johnson:. We also have someone with the same title and the same area of coverage, but they are based across the pond in the UK on the South Coast. It's Carina Perkins. Carina Perkins:. Hi, Marcus. Thrilled to be back. Marcus Johnson:.

The UK market is an interesting market, because it may augur what's going to happen in markets like the US and Canada, because gambling was legalized much earlier, mid-'90s, I think it was. Much smaller market, obviously, the UK, in terms of population size and so on.

Well-played, Canada. Anyway, today's real topic, Walgreens identity crisis. So Walgreens Boots Alliance says it has agreed to be acquired by private equity firm, Sycamore Partners, as the struggling retailer looks to turn itself around after years of losing money, notes the Associated Press. Its shares are down 45% in the last 12 months.

Despite having 33.1 million fewer paying members than regions like the US and Canada in Q1 2023, Latin America was the second-fastest-growing market for average revenues per Netflix membership (ARM), at 2.7% YoY, according to the company. Latin America鈥檚 ARM in Q1 was roughly half that of the US and Canada, at $8.60. Looking ahead: Netflix will dominate paid streaming in Latin America.

鈥淸We were interested in] launching in Canada. But in Canada, they speak French as well as English. So we needed to come up with additional creative for us to test.鈥�. With AI, Poshmark was able to generate a voice-over version of the English commercial in a French Canadian dialect, which the company could then test in-market. 鈥淭he process itself is amazing to see,鈥� said Phan.