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Our expanded Latin America retail and ecommerce coverage now includes breakouts for 16 markets across Mexico, Central America, and South America. Brazil and Mexico will drive the bulk of net new ecommerce sales this year with a combined regional market share of 75.2%.

Ad spend is growing fastest in beauty and personal care. US retail media ad spend on beauty and personal care grew 38.1% YoY in Q2 2024, faster than any other category. However, that percentage is down from 48.1% YoY growth in Q1, per Skai. Sports and fitness saw the largest decrease in retail media ad spend, down 10.2% YoY in Q2.

LVMH fell short in Q3 as Chinese consumers鈥� pessimism hurt sales: The luxury conglomerate missed revenue expectations as economic uncertainty caused shoppers to pull back.

Healthcare is expensive but necessary, leaving many consumers to look for financing options: Almost one-third (32.3%) of BNPL users have purchased a health or beauty product using installments, per a 2023 PYMNTS survey. And it鈥檚 becoming more widely available in the industry.

The cost-of-living crisis is forcing UK consumers to change where they shop to save money. To attract and keep customers, retailers and brands across all sectors need to invest in loyalty programs鈥攁nd understand what shoppers want from them.

But overall, like electronic spending, beauty spending, all of these things are likely to be affected pretty heavily by tariffs. Jeremy Goldman (09:24):.

Toiletries and cosmetics is another one that is perennially strong.鈥�. CPG is second to retail in share of US digital ad spend, at 16.5%. Food industry ad spend growth steeply dropped from last year (5.4% in 2024 versus 19.6% in 2023), per our forecast. Toiletries and cosmetics is helping make up that loss with a 19.2% increase in 2024. 5. Media and entertainment drops to the bottom, at 2.7% growth.

Alibaba touts early Singles Day successes: Apple, lululemon, and Nike were among the biggest beneficiaries as price-conscious shoppers took advantage of steep discounts and other promotions.

The new normal: We expect China鈥檚 ecommerce growth to remain in the single digits through 2026. That type of modest growth is forcing companies to adjust their strategies from long-term bets to short-term profits. For example, JD.com is shuttering its Indonesia and Thailand retail ecommerce sites as it shifts focus to supply-chain and logistics services.

How we got here: Last year, Novo took legal action against five spas and clinics selling obesity drugs allegedly purchased from compounding pharmacies and containing semaglutide, asserting the unlawful and deceptive use of Novo trademarks. Now, it wants to put a stop to compounded versions of the drug being made, even when companies aren't falsely advertising the product.

The company鈥檚 Flamin鈥� Hot brand is another asset, with shoppers making nearly 400 million trips鈥攗p 31% YoY鈥攖o purchase its products in 2023. But not every initiative has panned out: Coca-Cola pulled its Spiced flavor from shelves after a little over six months, as the disconnect between the name and its non-spicy flavor profile confused shoppers and hampered sales.

Sarah will be here on Wednesday for the retail show, for a conversation all about ageism in beauty.

The beauty is like a national park, but without the crowds. Marcus Johnson:. Very good. Ideal. Very good. All right, there's our two guests for today. Let's move to the fact of the day. All right, so how did the Hollywood sign get there? So it used to say something else, actually. Do you guys know what it used to read? Steven Gerber:. Hollywoodland. Marcus Johnson:. Bang. Steven, well played.

Cosmetics did this with their recent Corpse Paint collaboration, which was both funny and an unexpected partnership from two brands known for being on the cutting edge of marketing. Content that sparks emotion and creates a sense of relevance is more likely to be remembered, according to YouTube.

Consumer packaged goods includes food products, alcoholic and nonalcoholic beverages, toiletries and cosmetics, cleaning and other household supplies, and cigarettes and other tobacco products.

Spa tools line HigherDose, for example, set up wellness lounges with infrared recovery mats and sauna blankets at buzzy events like Coachella and Art Basel. Reese Witherspoon鈥檚 Draper James clothing line set up shop inside Hilton鈥檚 Graduate Hotels in college towns during football weekends.

AR transforms the shopping experience. AR enables customers to visualize products in their own space and virtually try on items, like clothing and cosmetics. These immersive experiences enhance convenience, boost engagement, and potentially increase sales, making AR an increasingly essential tool for retailers in the digital age. AR usage is experiencing notable growth in ecommerce.