蘑菇AV

We forecast 痴颈蝉补鈥檚 US card network transaction value will total $6.837 trillion this year, up 7% YoY. And it will help Visa maintain its momentum moving forward as it faces threats like swipe fee litigation and potential new competition from the Capital One and Discover merger.

PayPal is the most popular mobile payment app that US adults typically use, with over twice as many users as the next most popular choice, Venmo, according to November 2024 data from YouGov.

Canada鈥檚 click-and-collect buyer growth tops our rankings among the countries we forecast. 滨迟鈥檚 a key option for consumers in Canada who prefer speedier order fulfillment and want to avoid home-delivery costs.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

The company reported $11.96 billion in Cloud revenues for Q4, up 30% YoY but short of analysts鈥� $12.2 billion forecast. Alphabet expects capital expenditures to surge past $75 billion this year, up from $52.5 billion in 2024 and far past the $58 billion analysts had expected. Total revenues reached $96.5 billion, up 12% YoY but a step down from Q3鈥檚 15.1% growth.

The CPG giant forecasts low-single-digit revenue growth this year, in line with the 2% YoY increase in organic revenues it reported for fiscal 2024. Consumers want value: Pepsi CEO Ramon Laguarta attributed the snack category鈥檚 sluggish performance to consumers鈥� focus on value.

How X Money will fare: The P2P platform will be able to capitalize on the 51.8 million US consumers we expect will use X in 2025, making up about 15% of the US population, per our forecasts. But X Money will also face steep hurdles. X has been on a rollercoaster since Musk took over: A series of scandals resulted in advertisers fleeing the platform and likely eroded consumers鈥� trust in the platform.

滨迟鈥檚 forecasting low double-digit net revenue growth in 2025. We forecast Mastercard's US consumer card network transaction value will total $2.16 trillion in 2025, up 5.8% YoY. Our take: After enjoying a strong end to 2024, Mastercard faces some uncertainty this year regarding the Capital One-Discover deal.

US restaurant sales will reach a whopping $1.1 trillion this year, according to the National Restaurant Association. Nearly 10% of that total will be third-party app sales, at $99.41 billion, per our 蘑菇AV forecast. Click here to view the full forecast for US restaurant delivery intermediary sales. DoorDash has won over consumers and dominates market share.

LVMH, like other luxury retailers, saw gains in the US鈥攁n encouraging sign for an industry grappling with a global slowdown in demand. Our take: While we expect US luxury sales to accelerate to 3.5% YoY this year, much remains uncertain due to the Trump administration鈥檚 ambiguous economic policies that include widespread tariff threats but few specific details.

Social commerce is the fastest-growing US retail channel, and retailers will need to offer a seamless payment experience to maximize the opportunity. Understanding payment preferences will be key to ensuring conversion at checkout.

Brazil鈥檚 ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.

Social shoppers find inspiration for their purchases from many different types of content, but none more so than creator, influencer, or celebrity influencer content.

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Key stat: 70% of US consumers feel 鈥渆motionally manipulated鈥� by AI shopping assistants, per Chadix. What retailers may define as personalization, consumers could think of as manipulation, the data shows. 60% of consumers make frequent impulse purchases based on AI suggestions, per Chadix. Key stat: 1 in 3 people who click on an automated message make a purchase, according to Omnisend.

Our own forecast shows X鈥檚 US ad revenues continuing to slide this year, falling 4.2% to $1.05 billion. But political favor may provide a bigger ROI than impressions for some companies looking to make significant moves in the next four years or clear regulatory hurdles. Other major advertisers that are returning to X include Disney, IBM, Comcast, and Warner Bros. Discovery.

Just 4.0% of retail workers were members of a union last year, and the overall share of US workers in unions fell to a record low 9.9%, down a tick from a year earlier, per the US Labor Department.

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That鈥檚 why our US retail sales forecast expects retail sales, per person, to rise a solid 2.5% this year and overall retail sales to rise 3.3%.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

Value was the name of the game in 2024 as retailers scrambled to keep consumers shopping. But that wasn鈥檛 the only thing on retailers鈥� minds this year.

Armed with transparent prices, consumers will likely decide to shop around for the most affordable drug or treatment.

Horizon Media is hunting for acquisitions: The US agency is targeting companies in the influencer marketing and retail media sectors.