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In March, Meta rolled out new carousel ads that drive both ecommerce and in-store purchases, with early tests showing a 21% higher incremental return on ad spend compared to ecommerce-only formats, Meta鈥檚 group lead for retail and ecommerce Karin Tracy told Adweek. Why it matters: Meta is chasing retail media, a fast-growing category with US spending projected to rise 18% in 2025 and 16.8% in 2026.

鈥淭here could be an uptick in behaviors like buy online, pick up in store because ecommerce would get a lot more expensive with delivery and logistics costs,鈥� said Canaves. 鈥淲e may even see some retailers get rid of free shipping to offset tariff costs, which could result in more consumers purchasing online and picking up in-store.鈥�.

How we got here: Klarna became available to eBay shoppers in the UK, Austria, France, Italy, the Netherlands, and Spain in December 2024. Electronics, fashion, and collectibles are some of the most popular categories where eBay shoppers are paying with Klarna, according to the companies.

While shoppers consider eco-friendly factors when shopping, many are unwilling to pay extra. Here are four charts that reveal how consumers feel about sustainability and how it affects their purchasing behavior. Shipping is consumers鈥� top online shopping sustainability concern, though it鈥檚 not a factor for everyone.

Ecommerce may be hit particularly hard after President Donald Trump ramped up tariffs on China to 245% and announced plans to tighten regulations on de minimis imports from China and Hong Kong鈥攎oves that will likely dampen sales from Chinese-based sellers on online marketplaces operated by retailers like Amazon and Walmart, as well as reduce growth for platforms like Shein and Temu.

Larger holding companies like Publicis and Omnicom are also acquiring ecommerce shops but often slow them down with bureaucracy. Acadia sees its edge in direct access and strategic flexibility. As brands expand into CTV, off-site media, and advancements in first-party data monetization, the strongest agencies will treat RMNs as full-funnel ecosystems鈥攏ot just media buying channels.

PRO+ subscribers have access to Industry KPIs, our collection of more than 400 benchmarks in marketing and retail and ecommerce across a range of industries and countries. Click here for more information.

The tie-up will bring Klarna to more than 100,000 merchant locations, making it easy for shoppers to access Klarna in stores. It will roll out to all Clover devices in early 2026. The two plan to bring the tie-up to ecommerce payments and other geographic markets later.

Uncertainty creeps into US spending: Luxury companies can no longer rely on US consumers to pick up the slack as Chinese shoppers curb their spending. While LVMH noted that the American consumer cohort has stayed fairly resilient, particularly in the fashion and leather goods segment, shoppers are spending less locally.

But on-site ad inventory is finite, and its worth to advertisers is inextricably tied to ecommerce traffic, which leaves most retailers at a disadvantage. Further adding to on-site woes, advertisers have begun to question the ROI of ads so close to the bottom of the purchase funnel. Retail media鈥檚 biggest players are maxing out their owned and operated surfaces.

This means more opportunities for advertisers to connect with shoppers not just online or in-store, but while they鈥檙e pumping gas or grabbing a snack. These quick-stop environments often spark impulse decisions, making them prime real estate for timely, behavior-triggering messaging.

Hunkering down: As shoppers brace for higher costs, they鈥檙e finding new ways to manage their spending. Households are doing laundry less often to save money on detergent, P&G CEO Jon Moeller said.

An example of the latter is Amazon Prime Video targeting using shopping history on the ecommerce platform. Additionally, retailers are opening their media networks to non-endemic buyers (brands that don鈥檛 usually sell through the retailer property but offer related products that appeal to certain user behaviors). In-store ad inventory also represents a growing opportunity.

New tariffs and policy uncertainty are raising prices, stalling guidance, and pushing shoppers toward discount channels, especially in ecommerce and essential goods. Tech companies face rising regulatory and tariff pressure.

Over half (56%) of US grocery retail executives are concerned about competition from internet grocery stores (like Thrive Market or Fresh Direct), according to a June 2024 survey from Deloitte. Nearly as many (53%) are concerned about third-party grocery shopping apps like Instacart or DoorDash.

While Argentina is opening its economy to foreign businesses, Brazil and Mexico are taking steps to curb the growing popularity of Asia-based ecommerce platforms like Shopee, AliExpress, Shein, and Temu. Argentina eliminated tariffs on international ecommerce purchases up to $400 for personal use and raised the tax-exempt purchase limit from $1,000 to $3,000 in December 2024.

We called it: 蘑菇AV principal analyst Jasmine Enberg predicted this would happen back in January 2024, just a few months after Meta partnered with Amazon to enable Facebook and Instagram users to shop with the retailer without leaving the app.

That could create an opportunity for secondhand retailers to gain share as shoppers look for ways to save. No wiggle room: Faced with the potential devastation of their manufacturing industries, Vietnam, India, Indonesia, and other countries have signaled their willingness to negotiate with the Trump administration. But it鈥檚 not clear exactly what the government wants.

Fewer, smaller discounts could make Prime Day less enticing to shoppers鈥攐pening the door to competitors like Walmart that are able to offer better value.

The closure of Big Lots and Party City locations, for example, likely allows their rivals to open up shop in trade zones with a high demand for discounted goods. As mass merchants like Walmart court more affluent shoppers with expanded higher-end offerings and store revamps, that could also provide an opening for chains catering to shoppers seeking lower prices.

Footwear, apparel, and fragrance were the top purchase categories among shoppers ages 18 to 34. Department stores were the No. 1 location for shopping for luxury goods, beating out all ecommerce and brand-owned channels. But the majority (57.4%) of people 18 to 34 were interested in social commerce for shopping for luxury goods, the survey found.

It lets users purchase select products directly from other brands鈥� websites when those items aren鈥檛 available on Amazon and lets shoppers ask Amazon to make the purchase on their behalf. Our take: This launch can help Mastercard stay at the forefront of innovation.

For instance, it saw year-over-year hardware sales growth during Amazon鈥檚 Big Spring Sale by showing up where customers are already shopping. Our take: For big-ticket items, an omnichannel experience isn鈥檛 optional鈥攊t鈥檚 essential. Micro-stores, gym partnerships, and retail platform visibility offer Peloton a more flexible, diversified path forward. But the strategy may be too little, too late.