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TikTok is driving social commerce sales and buyer growth: The platform鈥檚 popularity and influence with Gen Zers contributed to its 2024 successes. We look at how that could change in 2025.

With a booming economy and a flourishing middle class, Indonesia has become an intense battleground for leading ecommerce players, including Shopee, Tokopedia, and TikTok Shop.

Providing shoppers access to the best deals will be important this holiday season. 鈥淐oming into the holiday season, we know prices and deals are very important,鈥� said Rincon, citing that 70% of shoppers say saving money is their most significant consistent need when online shopping. Google updates its shopping graph every two hours, ensuring shoppers get the latest deals.

NBCU will have to pay extra to keep the Macy鈥檚 parade: The retailer wants $60 million for a new Thanksgiving Day broadcast contract.

The top pain point for adults worldwide trying to watch live sports is being unable to access the games they want to watch, per Altman Solon.

These offerings can help deliver strong revenues, making this year鈥檚 holiday season a jolly one for both brands and ad platforms.

. $2.74 billion expected, which tempers the business鈥檚 careful guidance ahead of the holiday season. Improving its booking experience, making it easier for hosts to manage properties, and offering hosts additional revenue streams through co-hosting should help attract more business to its platform.

Luxury ecommerce gets a boost from wealthy shoppers: Our Industry KPIs data shows that spending from top-tier consumers offset softening aspirational demand.

Walmart has made its store more accessible, offering low-sensory shopping times during the 2023 holiday season for customers sensitive to music and light in-store, said our analyst Sarah Marzano. The No. 1 reason respondents to a CivicScience survey said they鈥檇 shop online this holiday season was to avoid crowds. 2. Offering excessive discounting.

Digital sports viewership surpasses TV: Fragmentation challenges consumers, while younger audiences drive demand for highlights and streaming innovation.

PDD misses expectations as competitive pressures erode price advantage: The ecommerce company expects challenges to continue in the short-term as domestic and international rivals gain an edge.

We expect shoppers鈥� resilience to carry over into the holiday season: Our forecast projects a 4.8% increase in sales this November and December, even with retailers鈥� efforts to pull the shopping season forward.

Amazon鈥檚 ad launch will define streaming for years to come: In less than a year, Prime Video became a top dog in streaming advertising.

Go further: Read our US Holiday Shopping 2024 report.

China鈥檚 retail sales ticked up in October: But mixed results from JD.com and Alibaba show that retailers still face significant headwinds.

On today鈥檚 podcast episode, we discuss the many definitions of an 鈥淎I agent鈥�, why they鈥檙e so hard to build right, and what comes next. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Jacob Bourne, and Vice President of GenAI Dan Van Dyke. Listen everywhere and watch on YouTube and Spotify.

What it means: This doesn鈥檛 just apply to Halloween鈥攖he holiday season is also being pulled up due to retailers like Amazon and Walmart hosting major October sales events. As consumers adjust to a longer holiday season, retailers must spread their promotions evenly across the last four months of the year. 2. Consumers are pulling back on spending.

Our take: September鈥檚 sales rise is a positive sign for UK retailers heading into the holiday season鈥攂ut uneven spending trends and depressed consumer confidence could temper their expectations.

TikTok鈥檚 ban is officially happening, but there are caveats: A few potential escape hatches exist, but the January 19 deadline remains.

Policies matter: While the vibes around the US economy remain less than ideal, consumers keep spending even if they are increasingly focused on value (we expect that trend to continue into the holiday season). That reflects the reality that the labor market remains solid, inflation is approaching the Fed鈥檚 2% target, and consumers鈥� buying power is growing.

On today鈥檚 podcast episode, we discuss the main reasons YouTube is the most watched platform on TVs, how 鈥淧lanet YouTube鈥檚鈥� gravitational pull is disrupting other media types, and what the biggest threat to its dominance is. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Principal Analyst Bill Fisher for the conversation. Listen everywhere and watch on YouTube and Spotify.

So based off of those results, they increased their media spend during holiday time, during holiday season last year, and they saw a 2.5 times increased ROAS on their ad account. So the return on ad spend was 2.5 times higher than what they had seen the year before. So a big jump year-over-year during their holiday season. Marcus Johnson (15:55):. Yeah. And the second example?

Nike troubles complicate Foot Locker鈥檚 turnaround plan: The retailer lowered its full-year guidance as it struggles to win over cautious shoppers outside of peak shopping periods.

The bottom line: Heading into the holiday season, retailers must motivate consumers to spend. Private label is a powerful tool鈥攐ver half (53%) of US retailers expect private labels to be their No. 1 growth driver in 2024, according to an October 2023 survey from NIQ and Advantage Solutions. This was originally featured in the Retail Daily newsletter.

Wage growth, combined with slowing inflation, helped boost retail sales by 3.8% in the holiday season, according to the National Retail Federation (NRF). The retail sales boost helped drive Q4 2023 GDP growth to 3.3% YoY. Travel leads all industries in digital ad spending growth in 2024. Few other industries benefit more from an economy where consumers have more money for discretionary spending.