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The digital landscape in Europe is slowing, but opportunities for advertisers, brands, and retailers still exist. Knowing where to look to achieve the best outcomes will be paramount.

Sales picked up at Dollar Tree and Dollar General in Q3: The companies both see a clear path forward by revamping their stores and merchandise mix.

The news: Kroger beat analysts鈥� same-store sales expectations in Q3 thanks in part to the strong performance of its private label brands, which outpaced national brands. Kroger鈥檚 Q3 identical sales grew 2.3% YoY in Q3, versus 1.77% expected. Sales, however, fell 1% to $33.63 billion, short of analysts鈥� expected $34.2 billion. Adjusted earnings per share were 98 cents, in line with estimates.

Why it matters: Marketplaces like Shein, Temu, and even Amazon Haul鈥攚hich were built on low-cost, duty-free imports鈥攈ave had to pivot quickly:. Temu has shifted to selling only US-sourced goods 鈥渇or the foreseeable future鈥� to avoid the new import costs. Amazon Haul is also changing direction.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Nvidia, Meta, Tesla, and Amazon saw their stock prices surge past 鈥淟iberation Day鈥� levels in the day after the truce. Apple, Microsoft, and Alphabet saw more modest gains, but Apple remains below pre-tariff-announcement values. On Monday, the US and China agreed to halt reciprocal duties for 90 days, cutting tariffs down to 30% on most Chinese goods and 10% on US goods.

In the US, for example, our forecast shows 86% of computer sales are now online. Tactile categories: Lower online channel share is typically seen in categories with a strong tactile component, like apparel, beauty, or grocery.

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.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

Among non-grocers, Amazon and Target command 15.2% and 5.6% of SNAP recipients鈥� non-grocery spending, while Home Depot holds a notable 5.5% share鈥攈ighlighting just how far SNAP dollars extend across retail categories. Our take: 鈥淲hen we listen to the voice of our internal customers, we recognize that our SNAP customers are feeling more pressure,鈥� said Albertsons then-COO Susan Morris in April.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered 鈥淏uy For Me鈥� feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

Equip retailers with the data to forecast future sales growth across major categories. Click below to view our full forecasts featured in this report:. UK Retail Ecommerce Sales. UK Click-and-Collect Sales. UK Retail Ecommerce Sales, by Product Category.

Amazon has a massive share, but a growing number of challengers include domestic retailers like Loblaw Advance and Triangle Media. Retail media is expanding in Canada beyond on-site ad inventory to include off-site and in-store advertising. Retailers in Canada are prioritizing AI investments. Trust in media in Canada has cratered鈥攁nd quickly.

The situation: Sky-high tariffs on goods from China and the end of de minimis shipments from China and Hong Kong pose a fundamental threat to ecommerce giants like Shein and Temu, as well as countless sellers relying on Amazon and other marketplaces. The new duties are already triggering major changes.

Many others鈥攊ncluding Amazon鈥攈ave tapped the exemption to keep prices low and margins healthy. Signs of the shift are already visible. According to ecommerce software vendor SmartScout, 930 products across categories like clothing, jewelry, and electronics on Amazon have seen price increases since April 9, with an average jump of 29%, per CNBC.