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This year, streaming services will finally earn more than traditional TV in subscription revenues.

Anticompetitive lawsuits and the resulting fines might spur other countries to heighten regulations to block collusion between Big Tech companies essentially competing with their resellers on popular ecommerce platforms.

Well, currently, "Shoppers browse on social commerce sites but shy away from purchasing," writes Zachary Russell of Chain Store Age. He points to a new survey from e-commerce software as a service company AfterShip and Ipsos showing that three in four folks browse social commerce platforms for products, but go on to buy through a retailer's website.

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.

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.

India has 22 official languages, which makes production of original content more complex than in regions like Central or Latin America, where many countries share the same language.

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.

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.

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.

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:.

Ecommerce. Maturity and Iteration. Walmart鈥檚 digital sales channels were slow to gain momentum until the pandemic forced retail to move online in early 2020, despite the more than two decades of experience it has in ecommerce. Still, Walmart emerged as a substantially larger ecommerce player.

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.

Rapid user growth highlights demand for decentralized, ad-free feeds, but scalability and monetization remain critical hurdles for long-term success.

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.

Gen Zer respondents also seemed uninterested in shopping for material goods like clothing鈥攖hey preferred staying home to watch shows and movies. This could reflect an adjustment of their behavior to meet their financial goals. What this means for banks: Gen Zers鈥� goal of achieving financial stability consistently ranks high as a top goal across various surveys.

Next is our Senior Retail Analyst covering Latin America, Matteo Ceurvels. Hello, Matteo. Matteo Ceurvels:. Hello, Bill. Great to be back on the show. Bill Fisher:. Great to have you. And finally, we have our Principal Analyst for Canada, Paul Briggs. Hi there, Paul. Paul Briggs:. Hey, Bill. It's great to be back on the podcast. Bill Fisher:.

Despite a tightening ad market, the Super Bowl powers on: Fox has sold out spots for Sunday鈥檚 game, with prices stabilizing after last year鈥檚 jump.

Worldwide ad spend will grow 9.0% this year, according to our March 2024 forecast. Its growth is primarily bolstered by digital ad spend, which will increase 12.2% YoY.

So in every region except Latin America, we saw growth in smart TV ownership pushing north of 50%. I mean, Latin America is the world leader. It's north of 60%. And it declined slightly last year, but it is a leader by such a margin that it's not really alarming.

Dorsey said Block was eyeing regions where the population with internet access will grow the fastest鈥攊ncluding Africa, Latin America, Asia, and Oceania. Artificial intelligence. Block plans to introduce machine learning across all its products and services, according to Dorsey, to improve efficiency and create new features for customers.