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The US and China make up the two largest personal luxury markets in the world, and will account for more than half of luxury sales come 2027. Ecommerce will account for 20.0% of personal luxury sales this year, according to our forecast. That鈥檚 just ahead of overall ecommerce sales, which will make up 19.5% of retail sales. Use this chart:. Assess the health of the personal luxury market.

The US鈥� second-biggest ad market rallied in 2023 thanks to ad buyers in China and investments in automation paying off.

The UK鈥檚 ecommerce habits make it a prime testing ground for TikTok鈥檚 shopping tools. The UK is much closer to China in terms of ecommerce sales as a proportion of total retail. It places second by this measure, at 32.0%, behind China鈥檚 45.9% and well ahead of the US鈥檚 15.6%, per our forecast. And TikTok is banking on this translating into comfort with social buying.

Why it matters: The mixed signals are adding to the confusion surrounding the chaotic rollout of sweeping tariffs on China and other countries. With exemptions granted and then reversed, the policy environment remains volatile鈥攃reating significant uncertainty for businesses.

As consumers balance the cost of necessities with the desire to splurge, secondhand luxury is a sweet spot, giving shoppers a way to treat themselves without breaking the bank. The category, which was valued at 鈧�43 billion ($45.21 billion) in 2022, will continue to grow, driven by cost-conscious and sustainability-minded consumers.

While other platforms stepped away from their plans to sell directly to users, TikTok leaned in: The company officially launched its ecommerce marketplace TikTok Shop in September, and is spending big to build out its own logistics network to boost appeal to both buyers and sellers.

Less than 1% of its inventory is sourced from China, while roughly 5% comes from Mexico, making it less exposed to the first batch of tariffs President Donald Trump has threatened to impose. Our take: Levi鈥檚 is right to be cautious about the year ahead, given the enormous amount of uncertainty surrounding tariffs and their potential impact on consumer spending.

Mytheresa knows what luxury shoppers want: The luxury ecommerce retailer grew sales by 7.6%, bucking the global luxury slowdown.

Companies like Mercado Libre in Latin America and Alibaba, JC.com, and Meituan in China will account for a lot of retail media business internationally. Use this chart:. Demonstrate the growth of retail media advertising. Assess retail media鈥檚 role in digital advertising. More like this:. 5 recent charts forecasting how ad spend is changing, from retail media to programmatic.

Pre-tests conducted by System1 found that 鈥淕o Wild鈥� ranked in the top 5% of the most impactful sales-driven ads; in the top 1% for long-term ratings in the US, Germany, and China; and in the top 25% of the most successful ads in additional markets, per Marketing Dive. The research identified four key segments and five consumer targets.

I have a fairly mild prediction, and that's that the e-commerce disruptors that are somewhat China adjacent, if not Chinese, Temu, Shein, TikTok Shop, are going to grab a lot of share by offering super cheap stuff, marketing their cheap stuff all over the place and driving a lot of people to just click and buy. These companies have really big ambitions. They have big budgets to advertise a lot.

PRO+ subscribers have access to Industry KPIs, our collection of more than 400 benchmarks in marketing, retail, and ecommerce across a range of industries and countries. Higher CPMs come after downturns in previous years. Meta, Snapchat, and YouTube all saw CPMs decline by double-digit rates YoY in Q1 2023, according to our forecast.

惭别虫颈肠辞鈥檚 ecommerce market is dominated by players like Mercado Libre, Amazon, Walmart, and Liverpool, offering TikTok Shop plenty of competition in a high-growth growth market. Sources. Associated Press. CNBC. The Economist. The Information. MediaPost. NPR. Politico. South China Morning Post. Wall Street Journal.

Worldwide ecommerce growth will slow gradually over the next three years, according to our Worldwide Retail Ecommerce Forecast 2024 report. In the markets we track, Latin America will have the fastest ecommerce growth rate at 15.8% this year, while Western Europe will have the slowest at 6.4%.

And this sparked a viable craze among Chinese aspirational luxury shoppers because the travel book is expensive for a book, but it's nowhere near the price of a Louis Vuitton handbag. And some even went to all the shops that they could to buy different books so that they could collect all of the tote bags.

From supply chain to shopping apps and retail advertising, we deliver daily insights on ecommerce, marketing, and customer experience. Not a subscriber? Sign up here and get our quizzes sent directly to your inbox to see if you can pick a winner. JULY 2, 2025. What percentage of consumers would up their technology use at quick-service restaurants (QSRs) for rewards or loyalty perks?

Shein stumbles under UK regulators鈥� scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

Section 122 (Trade Act of 1974): Allows the president to impose up to 15% tariffs for six months on countries with significant trade imbalances, such as China, Vietnam, or Mexico. Congressional approval is required to extend the duties. This could serve as a quick replacement should the 10% near-universal duties be overturned.

Chen at Rest at World saying that Lemon8 has also been compared to Xiaohongshu, the Chinese social media and e-commerce platform with over 200 million MAUs known as the country's lifestyle bible. And so I think ByteDance does still believe in it, and TikTok could in theory still get banned, right, Debbie? So maybe they do need a backup if that happens. Debra Aho Williamson:. Good points.

TikTok Shop joins Amazon in holding a July sale: The marketplace hopes exclusive discounts on brands like L鈥橭r茅al and live-shopping events will boost GMV.

We鈥檙e showing some strength in retail ecommerce thanks to our internal assumption that the US is going to successfully achieve something of a soft landing, that inflation is going to get, by the second half, somewhat under control, and that fears of a recession are going to recede at least somewhat in the US market, leading to a very marginal rebound in the outlook for ecommerce 辞惫别谤补濒濒.鈥�.