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Total media ad spending growth has stabilized, and digital ad spending is set for an extended period of low double-digit annual increases. Amazon, TikTok, and Instagram will be the main growth drivers this year.

On today's episode, we discuss whether Threads can keep up its momentum, if TikTok Music can compete in the music streaming world, how engagement with the Women's World Cup will look, what to make of the Burger King rebrand, whether US consumers actually shop on social media platforms, who invented the first-ever hybrid car, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

TikTok sister app Douyin is a livestream behemoth in China, where nearly 40% of internet users also engage in livestream shopping, according to our forecast. But in the US, the format hasn鈥檛 caught on in the same way.

From Goop and the New York Times to TikTok creators, everyone is putting out a gift guide this year, trying to get a piece of this year鈥檚 holiday sales pie, which we forecast to reach $1.31 trillion in the US.

Some 57% of US consumers started their online shopping searches on Amazon as of Q2 2023, according to Jungle Scout. That鈥檚 more than those who started on a search engine (42%), the Walmart website (39%), or TikTok (17%).

TikTok is going all-in on in-app purchases; Meta is focused on shoppable ads; and YouTube hopes to gain a competitive advantage through its strong creator relationships. All of this is happening as we forecast US retail social commerce sales will grow nearly 30% this year to hit $68.92 billion

How to build the perfect TikTok ad campaign, according to TikTok. Why it mattered:. In a report earlier this year, TikTok laid out its Web Auction Best Practices Guide. The guide included actionable tips, like 鈥渃onsider using under 20% of your budget during the learning phase鈥� and 鈥渨ait 1-2 days to observe KPIs before scaling鈥� your campaign.

On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.

US livestreaming commerce sales could reach $50 billion in 2023 and potentially account for more than 5% of total ecommerce in the country by 2026, per Coresight Research as cited by CNBC. With help from platforms like TikTok Shop, TalkShopLive, and Firework, brands should start experimenting with livestream commerce as adoption grows, especially among younger consumers.

Olipop uses TikTok and the promise of gut health to capture Gen Z鈥檚 attention, while Crocs leans on Gen Z鈥檚 sense of nostalgia and cool collaborations. Coach reinvented itself to appeal to a younger generation of fashion consumers who want to express themselves and GU makes its US debut as Uniqlo鈥檚 little sister.

According to Piper Sandler鈥檚 45th semi-annual survey of US teen consumers, Gen Z spending was up 2% YoY to $2,419 annually. We dig into some of the key findings from the survey and offer our perspective, including why Ulta Beauty is proof the 鈥渓ipstick effect鈥� is in full swing and how Amazon can keep up with platforms like TikTok.

US social media ad spending will ride the momentum platforms built in H2 2023 thanks to AI, social video advertising growth, and a fixation on bottom-funnel outcomes.

Instagram and TikTok each have well over 100 million users in the US, per our forecasts, a milestone LinkedIn won鈥檛 crack anytime soon. And users likely spend significantly more time on those platforms. We expect adult US TikTok users to spend an average of 54 minutes per day on the platform this year; on Instagram, it鈥檒l be 35 minutes.

Social video is getting an additional boost in daily time spent this year. It鈥檚 mostly coming from a less expected place鈥擬eta鈥攅ven as TikTok continues to dominate in total time spent.

Recent Supreme Court rulings could aid TikTok: The high court will rule on the platform鈥檚 ban months after it made strong statements about government interference with digital free speech.

TikTok aims to generate $20 billion in sales via TikTok Shop, and is expected to launch its own US ecommerce store soon. The platform is also leveraging new search features to become a hub for retail ecommerce. TikTok is also pushing new AI ad tools, and getting involved in a host of new media ventures. Here鈥檚 what the platform has been up to over the past month.

The news: The final countdown for a US TikTok ban has officially begun after a judge refused to grant an emergency injunction to halt the law requiring the platform to sell to a US company by January 19.

Snap鈥檚 play for adrift creators: A simplified payment program could entice creators who are left stranded by a TikTok ban.

TikTok. YouTube.