蘑菇AV

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础尘补锄辞苍鈥檚 retail media ad revenues will exceed $60 billion, per WARC: The change represents its steady growth despite broader economic setbacks.

TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Android XR gives Google a reboot, but the ghost of Glass lingers: Packed with features and a fashion-forward focus, Google鈥檚 smart glasses will have to outshine Meta鈥攁nd escape its own past.

US ad spend on financial media networks (FMNs) will more than double in 2025 and again in 2026. But with just $710 million projected in US ad spend in 2025, per June 2024 蘑菇AV forecast, FMN ad spend will be 18 times smaller than retail media network (RMN) ad spend.

蘑菇AV 60% of its products are sourced from the US, with diversification efforts continuing. Expanding its pro business: Sales to professional customers, which are more stable than DIYers, grew mid-single digits in Q1. CEO Marvin Ellison credits these gains to strategic investments, including its recent acquisition of Artisan Design Group, and its revamped MyLowe鈥檚 Pro Rewards loyalty program.

The category is still expanding substantially faster than retail overall. Cosmetics and beauty sales grew by 4.8% in 2024 and will pick up the pace in 2025 with 5.5% growth. That compares with overall US retail sales growth of 2.8% and 2.9% in these two years, respectively.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

The news: Digital advertising had a strong showing in Q1 2025, with major platforms reporting growth across search, social, streaming, and retail media. But looking ahead, macroeconomic headwinds鈥攑articularly tariffs and regulatory action鈥攁re clouding the outlook.

The news: Voice technology is reshaping how consumers want to engage with brands and businesses, especially in the car. 77% of US drivers who place food orders on the go would rather use a car voice assistant than wait in a drive-thru line, per a Big Village survey commissioned by SoundHound. 63% would be more likely to buy a car that includes voice features for food ordering compared with a similar car

While TikTok is a dominant force in short-form video advertising, the platform鈥檚 legal status in the US remains unresolved. It looks more likely that TikTok will stay in the US market, but Meta鈥檚 Reels, Snap鈥檚 Spotlight, and Pinterest鈥檚 AI-powered discovery ads are all positioned to capture potential ad spend shifts if TikTok faces more regulatory challenges.

The backdrop: As khakis lost favor in the US, Dockers tried to expand into more tops and bottoms鈥攂ringing it into direct competition with Levi鈥檚 and weakening the parent brand鈥檚 focus. The buyer: Authentic Brands, which owns labels like Nautica and Eddie Bauer, is known for acquiring heritage brands with high name recognition and licensing potential.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program鈥檚 appeal.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

With demand from Chinese consumers set to remain uncertain amid the country鈥檚 prolonged economic downturn and trade war with the US, it鈥檚 no surprise that luxury brands are targeting China鈥檚 wealthiest to stay afloat.

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Google has entered the AI shopping arena: The company鈥檚 AI Mode experience aims to assist consumers throughout every step of the shopping experience鈥攆rom finding inspiration to buying at the right moment.

Millennials and Gen Zers can finance snow sport luxury with BNPL鈥攂oosting Affirm鈥檚 non-retail volume.

Click here to view our full forecast for US retail media ad revenue share, by company. 7. RMNs will wade into unfamiliar waters to satisfy advertiser demands for incrementality. Retail media has swallowed up the shopper and trade marketing budgets of CPG brands.

Search and retail media stand to benefit鈥攁nd Nielsen confirms this, showing that 65% of marketers believe retail media networks will play a growing role in media strategies in 2025. Our take: As economic uncertainty becomes the norm, advertisers will see greater adaptability, rather than increased ad spend, as their biggest advantage.

"Retail media could have a key role to continue driving growth for advertisers which sell products through retail," said Jonathan Fasano, business development director at Walmart Connect Mexico and Central America, during a recent 蘑菇AV Summit on commerce media.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports鈥攁nd shoppers have taken note.

With the company鈥檚 biggest China rival, Luckin Coffee, looking to make its US debut, Starbucks will be under even more pressure to produce a menu and customer experience that can persuade cost-conscious consumers to venture through its doors.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants鈥� tariff mitigation abilities.