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Interestingly, this wasn鈥檛 the case in 2022, which suggests that the uncertain economic environment is causing advertisers to concentrate their spending more heavily on Amazon during periods when they believe consumers are most motivated to shop.

Walmart is launching its first shoppable video series: The first episodes of the holiday-themed 鈥淎dd to Heart鈥� will be available on Roku, TikTok, and YouTube beginning on Dec. 2.

Analyst insight: 鈥淭he consumer base, especially Gen Z shoppers, will abandon brands that fail to deliver on social commitments,鈥� said demographics analyst Christina Obolenskaya. 鈥淚t isn鈥檛 enough for brands to hop on to marketing trends during Black History or Pride Month鈥攚ider racial and gender-inclusive efforts need to be year-round considerations.鈥�.

I think it's a big part of Amazon's future e-commerce plans. And they will continue to do this, and that's going to continue to reset the holiday calendar push at least some of the shopping forward.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

Netflix gets a boost from Latin America in Q1: The region is a vital market for new users and incremental revenue growth, despite the controversial clampdown on password sharing.

On today鈥檚 podcast episode, we discuss the potential audiences for some of the world鈥檚 biggest sporting events; how brands and marketers can better monetize these audiences; and how TV and streaming rights might shake out in the near future. Join host Bill Fisher, our analyst Paul Briggs, forecasting writer Ethan Cramer-Flood, and vice president of content Paul Verna for the discussion.

Previously, we didn鈥檛 expect video to hit the 50% milestone until after 2024. With advertisers preserving more of their social video budgets during the downturn, this trend was accelerated.

Amazon鈥檚 Prime model is under scrutiny: The retail giant faces a FTC lawsuit that could threaten its positioning as the 鈥楨arth's most customer-centric company.鈥�

That can help drive other sources of revenue, like retail media, because the more sellers they have on their e-commerce platforms, the more incentive there is for those sellers to then advertise to get higher placement on their websites. Marcus Johnson:.

While Baer didn鈥檛 provide specifics on the adjustment, he said video is and would continue to be a vital part of the mix. 鈥淲e鈥檙e doing a good job within video right now in terms of storytelling that calls out the unique differentiators of our business model and the manners in which we can uniquely serve clients relative to other retail options that might be at their disposal,鈥� he said.

Meta rolls out paid verification subscription in the US: Meta Verified has perks that could appeal to creators, but regular users aren鈥檛 likely to pay.

Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon鈥檚 ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.

We do see in terms of the digital space, that the region continues to remain the fastest growing e-commerce market worldwide. This was a trend that happened for the first time in 2020 where Latin America first held that title as fastest growing e-commerce market, and now we've seen it for 2022, 23, 24, and 2025, it's still going to lead the world in commerce growth.

On today's podcast episode, we discuss whether X (formerly Twitter) can recover from its latest debacle, if folks will start buying cars on Amazon, whether ad-free social networks are inevitable, companies potentially ruining "buy one, get one free" deals, United Airlines weighing using passenger data to target ads on planes, how people feel about tipping in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Bill Fisher.

This year, US consumers will pay over $35 billion in retail membership fees, according to our forecast. Some 53% of that will go to Amazon, making it by far the biggest player.

OpenAI鈥檚 Sora could be to video generation what ChatGPT has become to text generation鈥攁 user-friendly, scalable tool that creates human-quality work. Tyler Perry put an $800 million studio expansion on hold after seeing the tool in action. And creators with access to the tool have created impressive works, from surreal nature documentaries to underwater fashion shows.

Streaming cancellations rise as costs climb: Major platforms like Netflix and Disney+ are adapting with new strategies.

While consumers cut back on spending, inflation and consumer goods prices have affected where and how they shop as well. Discount stores like Dollar Tree have seen an increase in comparable sales as shoppers seek out deals. Shoppers are considering private label brands.

It's arguably a win-win situation: Viewers get to choose their preferred video tiers at a lower cost, while advertisers have more inventory they can purchase to reach consumers.

These virtual hosts can exhibit products, give detailed demonstrations, or narrate explainer videos, bridging the gap between a product and its potential customer. Its 鈥渧irtual try-on鈥� feature, powered by AI models, stands out as a boon for ecommerce businesses and clothing retailers, enabling customers to visualize products, enhancing their shopping experience.

Instead, it will be directed to one of the other two leading short-form video platforms: YouTube Shorts and Instagram Reels. If the two platforms began as uninspired copycats that were full of videos with TikTok watermarks, they鈥檝e now started to grow into formidable platforms of their own.

Next year, Walmart Connect plans to add courses on display ads, Walmart鈥檚 demand-side platform, in-store advertising, and its new Brand Shops, which the retailer just announced at its first seller summit in August. Why it matters: In 2024, we expect Walmart to grow its retail media ad revenues by 38.5%, more than every other retailer, including Amazon, per our forecast.

Around 40% of boomers said last November that they mostly or always shop in-store, according to data from Attest. For Gen Xers, that total was 27%, with the proportion dropping to 23% among adults overall. Boomers were the only cohort to see in-store responses outnumber online responses. How should advertisers optimize for their digital audiences across generations?