蘑菇AV

If tariffs force Chinese advertisers to cut back, social platforms could see lower ad auction prices. This may yield short-term benefits for domestic advertisers, but overall revenue growth will likely soften, especially for Meta, which is most exposed, followed by TikTok with its merchant-heavy TikTok Shop.

China sends a message to brands boycotting products from Xinjiang: Beijing is threatening to block Calvin Klein parent PVH鈥檚 access to China in an escalation of its 鈥渦nreliable entities鈥� tool.

Ecommerce sales have returned to modest growth in Western Europe as the economic outlook brightens and more people embrace the convenience of shopping via mobile phone.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Online fashion sales are stable and growing slowly, but they lag wider ecommerce. Consumers are concerned about sustainability, but price is a bigger priority.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

Click here to view our full forecast for US livestreaming retail ecommerce buyers. Livestreaming ecommerce isn鈥檛 as big in the US as it is in China, but it has proven to be tenable. Its popularity in China, where 47.2% of digital buyers will be livestream buyers, remains unmatched.

For context if you're not familiar with Singles Day, that's a huge Chinese e-commerce event. But yeah, definitely agree with you there, Blake. And I also think that it could be effective for getting younger consumers like Gen Z and millennial consumers into those subscribe and save systems as well. Those are consumers that are really interested in researching health and beauty.

TikTok Shop, which has made big gains in the US, could eat into its opportunity; why go to Pinterest to shop when you can do all that and more elsewhere? B2B marketing also saw notable gains. LinkedIn hit a milestone with more than 1 billion members worldwide. The professional networking giant鈥檚 revenues increased 10% YoY in its fiscal Q1 FY25 (ended September 30, 2024).

厂丑辞辫辫别谤蝉鈥� affinity for the brand is extending beyond its distinctive shoes: Apparel sales topped CHF 100 million ($113.6 million) in 2024, although they remain a tiny fraction of overall revenues. Looking ahead: On is the rare brand to be optimistic about its 2025 performance. The company expects sales to grow 27% YoY and is encouraged by a strong start to the year.

Livestream shopping gains steam in the US: Twenty-four percent of US consumers have participated in a livestream shopping event, up from 16% last year, which is why Shein and Zara are investing in the channel.

Over the past couple of years, social platforms including TikTok and Instagram have used increased ecommerce activity to nurture their own search ad offerings. But advertiser demand could wane as consumers cut back on discretionary spending. Recommendations for brands. Don鈥檛 let your brand become an afterthought.

China and the US are so far in front that the status quo at the top will likely remain the same for decades to come.

The UK is only behind China when it comes to retail ecommerce as a proportion of total retail sales. That鈥檚 why retail will be 拢1.98 billion ($2.46 billion) ahead of the pack when it comes to digital ad spending, at 拢6.74 billion ($8.38 billion). Digital growth in other industries is affecting retail鈥檚 market share, though.

Fast-growing ecommerce companies Shein and Temu have emerged as the poster children of the so-called de minimis model, which bypasses tariffs and eliminates the significant cost involved in building out a US supply chain. The approach results in slower delivery times, which is a tradeoff that many are willing to make.

颁丑颈苍补鈥檚 ecommerce disruptors will get disrupted. Shein, Temu, and TikTok Shop face a reckoning following breakneck worldwide expansion. The crop of mobile-first ecommerce players with roots in China have taken off with consumers around the world.