蘑菇AV

Go further: Read our Asia-Pacific Ecommerce Forecast 2024 report.

We have hard economic indicators and we blend that together to try and gauge where things are headed or try to forecast where things are headed. And so they align somewhat, and you don't have to go that far back, just go back to the Biden administration to see how consumer sentiment does or does not align.

Healthcare and pharma companies are embracing D2C business models to get their medications, treatments, and services to more consumers without industry middlemen restricting access. Concurrently, patients are becoming more price-conscious healthcare shoppers, propelling more D2C activity next year.

Boosting its iPhone stocks can temporarily delay the effect of tariffs in the US, although it remains to be seen if Apple can sustain demand until the iPhone 17 launches in the fall. Apple is also scaling up iPhone production in India. Half of that country鈥檚 25 million unit production could be rerouted to the US to satisfy demand, per TechCrunch. How much more can iPhones cost?

Meanwhile, consumers can turn to platforms that sell US-based inventory to manage price hikes. This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.

Mobile commerce will account for more than half of ecommerce sales in 2028, per a May 蘑菇AV forecast. Use this chart: Marketers can use this chart to justify investment in onboarding strategies, like personalized tutorials and timely push notifications, to improve early user retention. Related 蘑菇AV reports:. US Mobile Advertising Forecast and Trends 2025 (蘑菇AV subscription required).

Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.

Retail has come off its lengthy run of outperforming overall US ad spending growth. While growth will dip below the average for all industries in 2024, the pace is set to pick up again in 2025 and 2026.

The news: PayPal is rolling out PayPal Ads in the UK a year after launching the solution in the US, per a press release. PayPal Ads will launch in phases, with ads first visible to customers in July. The solution will allow merchants and brands to offer personalized ads to relevant PayPal customers based on the payment player鈥檚 shopping intent and transaction data.

We expect US brands to spend over $10 billion on sponsored social content in 2025, per our latest forecast. But many brands still approach those deals transactionally, rather than as a true partnership where creators also have a seat at the table. Creator content is the most effective at driving sales from social media, per our March 2024 鈥淯厂 Social Commerce鈥� survey.

Retail media is taking Latin America鈥檚 digital ad industry by storm, with advertisers spending nearly $2 billion this year, per our inaugural forecast. Here are the latest trends you need to know.

At Auger鈥檚 helm is Dave Clark, a longtime Amazon executive who oversaw the ecommerce giant鈥檚 massive delivery operations before stepping down in July 2022 to become CEO of freight company Flexport.

We expect Cyber Five retail ecommerce sales to grow 5.6% this year: A strong US economy bodes well for that crucial stretch, as well as the broader holiday season.

The bottom line: Retail media ad spend on CTV is growing quickly in the US, increasing 45.5% YoY in 2025, according to a November 2024 蘑菇AV forecast. However, if retail media networks want to keep the ad dollars flowing, they鈥檒l need a more standardized approach without compromising transparency or ad effectiveness.

Social commerce is gaining momentum in the UK鈥攚ith sales set to double by 2028鈥攁s major brands join TikTok and as more people shop on social platforms.

There are 49 million US adults without conventional credit scores. Of those, nearly 19 million would be viable card prospects, per an analysis from Oliver Wyman conducted for Experian. We forecast credit card digital account openings will total 36.3 million in the US this year, growing 4% YoY.

Q3 US auto sales fell around 2% YoY: Sticker shock is restraining demand and causing some consumers to opt for lower-priced vehicles.

We forecast US Google Wallet users will total 50.94 million this year, accounting for almost 30% of all mobile wallet users. Apple Wallet users, meanwhile, will total 83.45 million in 2025鈥攁ccounting for about half of all mobile wallet users. That鈥檚 why Google Wallet also recently started supporting more types of digital passes, virtual cards, and BNPL options.

Click-and-collect purchases have become an entrenched part of online shopping. The share of ecommerce orders fulfilled from and picked up at store locations is on the rise again and growing slightly faster than overall ecommerce. In 2028, we expect the share to match the 2020 peak of 9.0%, per our forecast.

Almost 45% (44.9%) of US children under 12 play digital games, according to our November 2024 forecast. 65% of US children under 14 played Roblox in 2024, a growth of 31 points from 2020, according to a September 2024 report from CivicScience. 48% of US Gen Zers played Roblox in 2024, per CivicScience.

Why it matters: We forecast US off-site retail media ad spend will grow 42.1% this year to $13.06 billion. This growth is driven by advertisers鈥� desire for more full-funnel campaigns that build awareness and drive conversions. 2. Hy-Vee adds audience targeting, promotes retail media leader.

We forecast BNPL payment value in the US will climb 15.0% this year to reach $108.43 billion. Key stat: Ads for AI tech did not impress Super Bowl viewers. Only 6% of Super Bowl viewers said they were more likely to purchase or use AI tech after seeing ads for AI during the game, per data from CivicScience.