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Platform maturity can speed up adoption, as seen in China's dominance, which is fueled by the close integration of digital payments and ecommerce. Despite having a smaller market share, the US is gaining ground thanks to delivery services, supermarkets, and bargain stores, which suggests that brands are pursuing niche but highly motivated consumers.

McDonald鈥檚 value focus paid off in Q3: But challenges remain as the company needs to dig out from the recent E. coli outbreak.

The opportunity: The survey also found 55% say they base their grocery shopping decisions on promotions and discounts鈥攗p 5% from last year. That finding echoes another survey, by Civicscience, which found 60% of consumers are looking for items on sale while grocery shopping and 48% are purchasing store brands.

Just as China leads the world in ecommerce as a share of overall retail, it also leads in digital advertising as a share of total media advertising. It will hold that perch for the remainder of our forecast period, although by 2027 the US will have gained on China and the UK, and all three will have a digital share in the mid-to-high 80s.

As Chinese ecommerce players make further inroads in Latin America, local companies are finding new ways to innovate and keep pace with consumers鈥� fast-evolving shopping habits. Several have already done so, but others will need to keep up. Mercado Libre launched its 鈥淐lips鈥� functionality this past summer to compete directly with TikTok鈥檚 ecommerce ambitions in Latin America.

Visa is preparing to launch account-to-account (A2A) payments in Europe early this year. The initial use case is bill pay, but it will expand to other payment types in the future, McInerney said. Our take: Strong international and non-card growth helps diversify Visa鈥檚 revenue and volume streams. We forecast Visa鈥檚 US card network transaction value will total $6.837 trillion this year, up 7% YoY.

British retailers and consumers are feeling more optimistic about the economy: But 蝉丑辞辫辫别谤蝉鈥� price sensitivity will continue to weigh on sales growth.

The news: The European Commission (EC) says Google continues to breach Digital Markets Act (DMA) rules by preferencing its own shopping, travel, and finance services in search results above competitors. The penalty for violations could reach 10% of Google鈥檚 global revenues.

The most popular channels for pet food-related information are traditional ecommerce platforms such as Tmall and JD.com (64.7%), short video ads (58.5%), and pet shop ads (41.9%). South Korea is increasingly falling in love with cats and dogs. For six years, South Korea has had the lowest fertility rate (the average number of children a woman has in her lifetime) in the world.

Epic Games forced Apple to unwind App Store rules, setting a precedent that weakens Apple鈥檚 payment monopoly and threatens its fastest-growing services revenue stream.

TikTok employs 6,000 content moderators in Europe: The platform disclosed it has 150 million users in the region in a regulatory filing.

PayPal partnered with Verifone to pair the point-of-sale (POS) provider鈥檚 hardware with Braintree鈥檚 payment processing and ecommerce capabilities, which are being rebranded as PayPal Enterprise Payments. This can help the company, which dominates ecommerce checkout, make inroads in store.

The insight: Amazon is trying to make a bigger name for itself in the luxury sphere鈥攁 strategy that could help soften the blow from tariffs. Our take: That designer brands and retailers are eager to partner with Amazon despite its mixed track record in luxury shows the state of the industry, which is under serious pressure as economic uncertainty saps even affluent consumers鈥� desire to shop. Amazon鈥檚 extensive reach鈥攖hree-quarters of US households are Prime users, per our forecast鈥攁nd ability to drive spending even in times of volatility are making it an increasingly valuable partner for any brand looking to drive sales in an unsettled environment.