蘑菇AV

US social commerce sales, which are largely driven by creators, will also rise by 19.5% this year. Click here to view our full US ad spending forecasts for social, search, influencer marketing, programmatic display, and retail media. This reflects profound shifts in how attention is gained and monetized.

Beauty鈥檚 run of strong retail sales growth is winding down, but new audiences and sales channels will offer opportunities for savvy brands and retailers to regain momentum.

This data drop focuses on the top four social commerce platforms as measured by retail social commerce sales and the number of social buyers, according to our forecasts. (Our social commerce forecast excludes YouTube.). Instagram shoppers tend to spend the most. Over half of shoppers on each platform spent less than an average of $200 on purchases in the 12 months preceding our survey.

There are already indications that uncertainty is weighing on buyer behavior: Sales from foreign sellers have fallen since March, with daily sales down as much as 20% to 25% MoM, per BI. Our take: TikTok鈥檚 promise as an ecommerce platform has been severely curtailed by the tariffs, which are harming its ability to bring merchants onto its platform as well as threatening discretionary spending.

Monetizing experiences: In-game merch sales have a bigger implication for independent sellers and game creators who can now offer a frictionless experience for impulse buys without having to direct them to another website or app. Merch can foster deeper relationships between creators and their users.

JD reported its fastest growth since 2022, with sales rising 16% YoY and net income up 53%. That鈥檚 in part thanks to quick uptake for its food delivery service, which now handles nearly 20 million orders daily鈥攔oughly one-fifth of Meituan鈥檚 2024 peak. But looking past the topline growth, conditions appear more challenging.

Peru is Latin America鈥檚 fifth-largest retail ecommerce market by total sales volume. Although social unrest has stymied online sales growth over the past two years, the country has the potential to become a formidable multibillion-dollar ecommerce player in the region.

Chile is the fourth-largest retail ecommerce market by total sales and will be the No. 4 fastest-growing digital economy in Latin America. Understanding Chile鈥檚 11.0 million digital buyers is essential for brands and retailers looking to capitalize on this resurging ecommerce market.鈥�

They provide real-time visibility of all available stock across retail channels for both shoppers and sales personnel. Unified systems increase sales by minimizing out-of-stock messages and maximizing efficient allocation of resources.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

While a ban looks increasingly unlikely, so too does a sale of the company鈥檚 US business. That uncertainty, along with tariffs, is beginning to chill sales: TikTok Shop鈥檚 US GMV fell by over one-fifth during the week reciprocal tariffs were announced compared with the prior week, per EchoTik data reported by the South China Morning Post. Other markets are beginning to take precedence.

Social media plays a major role in product discovery, with 51% of global consumers discovering a new brand or product on social media in the last six months, per November 2024 data from Capgemini. But convincing consumers to purchase on a social platform is more complicated. Here are three key ways brands can convert social media discovery into sales.

US social commerce sales will surpass $100 billion in 2026, 蘑菇AV forecasts, and 49.5% of US social shoppers say creator and influencer content has influenced their social purchases, according to an 蘑菇AV survey. 鈥淲hen [a creator] you trust recommends a product, it鈥檚 a game changer,鈥� said Luiz Felipe Barros, global CMO at Channel Factory.

The broader context: These job cuts come at a tense time for TikTok, as US-China trade tensions escalate and the platform faces renewed scrutiny鈥攊ncluding the potential for a US ban following President Donald Trump鈥檚 second TikTok sale extension.

Last week, Amazon made a last-minute offer to buy TikTok, just days before President Donald Trump postponed enforcement of the sale-or-ban law for another 75 days. Reportedly, the bid isn鈥檛 being taken seriously, so it鈥檚 unlikely the deal will go through. However, the deal is worth considering because it shows how Amazon is trying to maintain its status as the top retail media network and ecommerce retailer in the US.

TikTok Shop drove $100 million in Black Friday sales: Efforts to introduce social commerce to users are working, but the ban looms large.

QVC partners with TikTok as time runs out on second ban deadline: The retailer鈥檚 bet on the platform reflects both the growing importance of social commerce as well as confidence in TikTok鈥檚 future.

TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.

US apparel ecommerce sales are set to reach $263.18 billion by 2028. To take advantage of this opportunity, brands and retailers need to understand online sales trends as well as shopper behaviors and preferences.鈥�

Amid shifting consumer priorities, competitive promotional activity, and an unusual calendar, brands and retailers must fine-tune their holiday 2024 marketing strategies to maximize sales during this critical period.

Comparable sales at its namesake brand rose 7% YoY in Q4, handily beating expectations for a 1.7% gain. Comparable sales also rose at Old Navy and Banana Republic, but declined unexpectedly at Athleta.