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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.

Consumers plan to return to malls this holiday season, shop more in-person: Mall visits are expected to rise 18%, which is good news for department stores鈥攁lthough Amazon, Walmart, and Target remain top destinations.

The strategy: Walmart Connect launched an API that allows retail ad tech firms like Pacvue, Skai, and DataCaciques to build tools for selling display ads on Walmart鈥檚 ecommerce site and app. These firms previously sold display ads through Walmart Connect. The API aims to simplify the ad-buying process by enabling advertisers to purchase and manage campaigns via a self-service platform.

Discusses the latest trends in US digital media consumption and consumer spending as they reshape the advertising and retail sectors. Provides insights into the convergence of business models in the face of digital transformation and technology advances. Explores innovative strategies for advertisers and retailers to win consumers in the digital era.

For example, Diageo on Monday bought Ritual Zero Proof Non-Alcoholic Spirits, which is the best-selling nonalcoholic spirits brand in the US, per ISWR. Many other companies, including Guinness and Heineken, have also entered the space. LVMH is wise to put itself in a position to provide consumers who don鈥檛 want to imbibe alcohol with appealing alternatives.

But unless the platform is also an ecommerce hub, it won鈥檛 have transaction data to connect sales to ad exposures. Retail media鈥檚 importance has increased as legacy identifiers blink out. Closed-loop attribution has become more attractive. As cookies and other legacy identifiers (e.g., mobile ad IDs, IP addresses) become scarcer, platforms with built-in measurement advantages have benefited.

Retail media ad expenditures are set to rise 20% this year to more than $62 billion, per our forecast, and brands want specific and actionable data on that spending. A majority (55%) of US advertisers cited the lack of uniform standards across platforms as their biggest retail media challenge, per a July 2024 ANA report.

Costco shoppers are spending more on groceries than food away from home, CFO Gary Millerchip said鈥攁 trend that explains why Walmart and other grocers are doubling down on prepared foods and foodservice partnerships.

Expanded opportunities have made retail media鈥檚 rosy forecast even rosier. But retailers and buyers need to address the channel鈥檚 measurement, standardization, and complexity challenges.

We forecast Klarna will reach $41.54 billion in US-only GMV by 2028, up from an expected $30.42 billion this year. The bigger picture: Klarna has been making new partnerships to fuel growth ahead of its public debut. It most recently scored a major partnership with Walmart鈥檚 OnePay. Klarna will take over the OnePay partnership from Affirm, becoming Walmart's exclusive provider of BNPL loans.

The trend: Ecommerce is steadily gaining ground in the grocery industry, with our forecast projecting online grocery sales will account for 13.7% of total grocery sales this year, up from 13.0% last year and more than double the 6.2% share in 2019. We expect US grocery ecommerce sales will hit $220.48 billion this year, an 8.3% YoY increase.

Okay, so we've talked about rapid growth in beauty and wellness, particularly in e-commerce, which according to our forecast will account for one in $4 spent on beauty and cosmetics in 2028. But there's more to the expansion of beauty and skincare on the whole than just selling more products to existing consumers. We're seeing this industry branch out and find new consumers to sell to. (01:50):.

US internet users鈥攅specially younger ones鈥攈ave grown comfortable buying goods while using social networks. But substantial differences between what they buy鈥攁nd where鈥攁re clear.

We expect Uber's US ad revenues to grow by over 50% in 2024, reaching almost $730 million, and they are projected to exceed $1.1 billion by 2026. Uber鈥檚 diverse service ecosystem鈥攃omprising ride-hailing, food delivery, and freight鈥攅xpands its pool of potential advertisers. Click here to view our full forecast for travel media network ad spending in the US. Hotel chains.

We forecast only 12.8% of the US internet users will own crypto this year, and just 2.0% of them will use it for payments.

Social commerce still has plenty of room to expand in the US. With discovery and inspiration as the key characteristics of social commerce, TikTok won鈥檛 be Amazon鈥攂ut it will bring in new Gen Z shoppers.

We forecast 础蹿蹿颈谤尘鈥檚 US total payment value for the year will total $30.58 billion.