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And in the future, it鈥檚 likely that ecommerce will play a greater role in driving revenues, particularly given that short video platforms like Douyin and Kuaishou already have integrated shopping features. Nearly 75% of microdrama viewers are ages 25 to 54, with standalone apps the primary viewing channel.

igh delivery costs are the No. 1 aspect of online shopping that frustrates adults worldwide, according to H1 2024 data from DHL.

Visa also signed several global fintech deals in Latin America, Australia, and India. Kelly called out Visa鈥檚 co-brand deal with India-based ecommerce giant Flipkart, which counts more than 400 million registered customers, according to Bain & Company. Travel tie-ups. Like rival Mastercard, Visa benefited from strong travel demand last quarter.

The era of tariff-driven trade uncertainty is far from over: A flurry of legal decisions have thrown the administration鈥檚 trade policies into limbo, even as many duties remain firmly in place.

Shein stumbles under UK regulators鈥� scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

Computer and consumer electronics must mount a Prime Day comeback for Amazon to recharge its ecommerce growth. Amazon鈥檚 recent slowdown in ecommerce growth can be attributed largely to soft demand in one of its most critical categories鈥攃omputer and consumer electronics. Computer and consumer electronics is vital to the health of Amazon鈥檚 ecommerce business.

Digital ad spend will grow the fastest in Latin America this year, with Peru leading the pack, according to our forecast. While Argentina and Chile will also rank high by this measure, none of the three countries will crack the global top 10 for total digital ad spend.

Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.

Omnicom, meanwhile, is proving it can generate meaningful growth from tools like Omni AI, particularly in performance-heavy areas like ecommerce and CRM. WPP鈥檚 clean room approach is technically sound, but it risks missing the moment if marketers continue to demand identity-based activation that moves beyond anonymized insights.

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

The fintech wants to capitalize on the country鈥檚 rapidly digitizing payments market, but competing against both homegrown and other global players won鈥檛 be easy

It鈥檚 now disrupting social commerce with TikTok Shop, which is especially evident in Southeast Asia. TikTok has had a tumultuous global ascent. The social platform has been banned in India since mid-2020 and now faces an uncertain future in the US. This year, for the first time, its worldwide user growth rate will fall to single digits, per our forecast.

So Ulta is launching a marketplace for select invited brands and they're also adding some more personalization to its e-commerce business. Ulta's new CEO has acknowledged that the company made several self-inflicted mistakes recently and they lost beauty share last year. She's hoping that these changes will help elevate the guest experience. Sara Lebow:.

Mobile wallets are the fastest-growing payment method for ecommerce and point-of-sale transactions worldwide, per March 2024 data from Worldpay. Mobile wallets make it easy for consumers to purchase items at events, where carrying physical cards may be inconvenient. They also reduce friction by removing the need to enter pins or sign a receipt.

Go further: Read our Chinese Ecommerce in the US report.

The top two reasons shoppers worldwide buy directly from brands are a better price (53%) and free delivery (49%), followed by fast and convenient delivery and free returns (both 36%), according to Wunderman Thompson.

Getting cash back is the leading motivator for opening a new credit card, according to 42% of adults worldwide, per January 2024 data from Kantar.