蘑菇AV

Visa estimated that the global personal consumption expenditures in 2022, excluding Russia and China, was roughly $40 trillion. It says its addressable opportunity is more than $20 trillion of that spend. Half of that opportunity, per McInerny, is converting cash and check payments. Another is ACH and other electronic transactions.

On today's episode, we're at Shoptalk 2023 discussing why influencers might be the key to unlocking livestream shopping, what folks on the floor are saying about generative AI in retail, and how one company plans to redefine the fulfillment experience. In our new "From the Shop Floor" segment, we bring you the best bits from the most interesting retail events. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and chief content officer Zia Daniell Wigder, live from this year's Shoptalk event.

Geographically, Germany, Turkey, and China bore the brunt of attacks, while Hong Kong and Indonesia led attack sources. Key takeaway: DDoS attacks are only going to get worse. For marketers, a surge in cyberattacks can cause downtime that tanks campaign performance and reduces customer trust and revenues.

Amazon鈥檚 scale makes customer acquisition a lot easier, especially as difficulties in China drive companies, including Est茅e Lauder, to search for growth opportunities closer to home. Roughly 100 million unique beauty shoppers visit Amazon鈥檚 site per month, according to Melis del Rey, the company鈥檚 general manager of US stores, beauty, baby, and beauty technology.

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

Williams-Sonoma鈥攚hich has reduced its share of China-sourced goods from 50% to 25% over the past few years鈥攄eveloped a category-by-category plan to reduce its sourcing from China if tariffs increase. However the retailers seek to adjust, they may still hit some speedbumps, per a Wells Fargo research note.

Pix is already the second-most-accepted ecommerce payment method in Brazil, according to Gmattos. Seventy-eight percent of sellers accept Pix. The bigger picture: Brazil joins 17 other countries that have piloted CBDCs, along with 11 that have launched digital currencies and 32 with CBDCs in development, per the Atlantic Council. But Brazil鈥檚 ambitious plans for its CBDC has a few hurdles to overcome.

Live shopping sparks interest in younger shoppers: So far, the format is most successful as a community-building exercise for brands.

Once again, China pulled the region up, as it was the No. 1 country globally. Traditional media adoption trailed across the board. The region ranked last in watching TV (72.2%), listening to the radio (42.5%), and reading newspapers (36.1%). Device Ownership. East Asia and Oceania ranked No. 1 globally for smart wristband ownership, at 18.1%. China and Taiwan led, with ownership rates above 20%.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss whether TikTok Shop will face the same challenges as Instagram's social commerce efforts, how much Amazon's partnership with Meta's social media platforms will affect TikTok, and if TikTok Shop is ruining TikTok. Then in a newish segment, "Loyalty Point, Counter Point," we discuss whether Instagram or TikTok has a better overall ecommerce experience. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Blake Droesch.

TikTok鈥檚 rapid ascent in social commerce is drawing comparisons to Amazon鈥檚 flywheel strategy. The platform is taking multiple steps to achieve its goal of quadrupling its global ecommerce business to a potential $20 billion in annual merchandise sales through TikTok Shop. Here鈥檚 what鈥檚 working, what isn鈥檛, and what has yet to be seen.

Its popularity is huge for ecommerce, specifically in Brazil, where the platform will launch TikTok Shop this year, noted our analyst Matteo Ceurvels. And TikTok鈥檚 Latin America growth mirrors global trends. The platform will grow by 11.6% worldwide this year, per our forecast. 5. TikTok takes No. 3 in Canada.

The opportunity: BNPL represented 3% of ecommerce payment value in 2021, or C$3.02 billion ($2.32 billion). As of 2022, 3% of Canada consumers had used BNPL in the past 30 days. That鈥檚 less than one-third of US users and one-sixth of UK users. The shift: The entry of global BNPL giants will triple payment value to C$9.05 billion ($6.95 billion) by 2025.

The footwear win comes even with a 23% sales drop in China. What can we learn from footwear鈥檚 success? 1. Fill a consumer need. 鈥淧eople wear shoes. That鈥檚 as simple as that,鈥� said Romy Samuel, founder of digital sneaker marketplace Common Ace. While people may hesitate to purchase new gadgets or even clothes, shoes are a necessity.

Uncertainty surrounding tariffs is also contributing to inconsistent results from China. Donald Trump has proposed tariffs as high as 20% on goods from China, which could cause Temu and Shein鈥攖wo of Meta and Google鈥檚 top ad spenders鈥攖o significantly reduce their US ad budgets.

In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs. Here鈥檚 how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.

They don't do a lot of e-commerce, and they've really tapped into the consumer demand for extreme value and upped their merchandising game with a lot of products that people actually buy, and it's shown up in their results over the last couple of quarters this year. Suzy Davidkhanian (03:04):. I definitely agree with you. I think I took it less literally, the must-visit store of the year.

So the first one is the return of e-commerce advertisers, especially from China. So these are companies based in China that are trying to reach people outside of China with their advertising. So those were called out as being a very strong category for Meta. So that's the first reason.

The UK is one of the world鈥檚 most advanced ecommerce markets鈥攁nd it was chosen as the first location outside of Asia-Pacific for TikTok Shop. But it鈥檚 still playing catch-up with social commerce. There will be 16.7 million social buyers in the UK in 2023. That鈥檚 29.4% of the population鈥攑utting the UK ahead of the rest of Europe when it comes to social buying.

Gen Z will let bots do their shopping. AI shopping agents will gain traction among younger demographics through initial deployment in ecommerce platforms, digital assistants, and browser extensions. AI agents will exacerbate genAI鈥檚 risks.