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Gap鈥檚 momentum continues into the holiday season: Weather-related headwinds notwithstanding, the retailer鈥檚 brand reinvigoration efforts are resonating with shoppers and driving sales.

Go further: Check out our US Amazon Ecommerce Forecast 2024.

Even without the uncertain outlook for US electric vehicles, proposed tariffs on imports and materials from China, Canada, and Mexico could cause auto prices to rise significantly, complicating an already challenging environment for auto sales. We expect US automotive total media ad spend to hit $31.77 billion this year, up from $29.48 billion in 2024.

It could also help Temu win over users who are wary of buying from Chinese sellers, though it鈥檚 unlikely Temu will be able to attract established brands, according to Marketplace Pulse. Temu, which faces competition from marketplaces already open to US sellers鈥攍ike TikTok Shop, Amazon, and Shein鈥攈as already clashed with other platforms over sellers.

Likewise, sky-high tariffs on Chinese goods and retaliatory moves from Beijing are complicating US companies鈥� China recovery, as shifting preferences, rising patriotism, and a desire to save money push consumers to embrace local brands.

Our Christmica gift shopping as we call it in my mix household. So as I was shelling out dollars upon dollars, it occurred to me or I decided to ask ChatGPT the question of who in the world or where in the world do they spend the most on Christmas gifts? I did ask for Christmas.

It鈥檚 just a first step: Zelle operator Early Warning Services is launching the Paze ecommerce checkout solution. And FedNow offers several use cases to help banks of all sizes tighten relationships with their customers. Banks can combine Zelle, Paze, and FedNow鈥攇iving payment providers opportunities to partner with them. Declining remittance pricing is driving innovation and partnerships.

Shein is moving ahead with its public debut, taking on some competitors (like Amazon and Temu) while teaming up with others (like Forever 21). Though a brick-and-mortar footprint doesn鈥檛 seem to be a part of Shein鈥檚 plan yet, it could take a cue from other fast-fashion brands, like H&M and Zara, and establish a physical presence to engage with offline shoppers.

Omnicom, meanwhile, is proving it can generate meaningful growth from tools like Omni AI, particularly in performance-heavy areas like ecommerce and CRM. WPP鈥檚 clean room approach is technically sound, but it risks missing the moment if marketers continue to demand identity-based activation that moves beyond anonymized insights.

We project US Marketplace e-Commerce sales will pass $500 billion next year. So the question I've got for you, just top line is why are all of these companies launching these marketplaces right now? Sarah Marzano:. Yeah, I think if we want to dive into the specific dynamics of resale, there are some interesting sort of nuances at play.

Consumers spend more time watching YouTube on connected TVs (CTVs) than any other device, prompting the company to double down on being a one-stop shop for content offerings. That includes a major push for Shorts, forcing creators to rethink their content strategies and follower attraction tactics.

TPW grouped products by Harmonized Tariff System (HTS) codes and modeled trade effects on prices, supply, demand, and consumer/producer surplus, including national impacts for imports from China specifically.

The other piece of TikTok though is TikTok Shop where a whole lot of stuff is coming from China. Marcus Johnson (18:35):. Yeah. Zak Stambor (18:35):. Which to go back to tariffs will have 60% tariffs on it. So TikTok Shop, Temu, Shein, all these platforms, may have a hard time just existing in a Trump administration or they'll have to shift gears quite a bit. Marcus Johnson (18:52):. Yeah.

igh delivery costs are the No. 1 aspect of online shopping that frustrates adults worldwide, according to H1 2024 data from DHL.

In the US, just 18% of adults say they鈥檝e used livestream and video ecommerce, according to an October 2022 Insider Intelligence survey with Bizrate Insights. Brands shouldn鈥檛 shy away from livestream shopping in the US, but they need to be intentional about how they implement it.

Most of the growth is tied to ever-rising retail ecommerce. Retail media鈥檚 valuable first-party data is now being used for ads targeted in-store and in nonendemic channels like CTV. Google, Meta, and Amazon still dominate the ad spending landscape. The triopoly鈥檚 share in Canada is among the highest in the world.

And it's been really important for them in their international expansion, because in countries like China they're introducing parents who didn't grow up with Legos to the product. So they really want to be able to bring them in and have them see and feel how the product works. (08:39):. And I still don't think they have enough stores.

The US Latino economy is the second-fastest-growing in the world, just behind China, per think tank Latino Donor Collaborative. Our take: Starting and building relationships with US Latinos is an important strategy that can help FIs maintain relevance and a competitive edge in the years ahead.

Retailers hold firm on live shopping despite sluggish US adoption: TikTok Shop made the format a cornerstone of its ecommerce strategy, while Macy鈥檚 and Poshmark see early progress.

Now, before we end the show, I'd like to remind everyone about the upcoming CommerceNext Ecommerce Growth Show on June 20th through 21st. Join Insider Intelligence at the CommerceNext Ecommerce Growth Show in New York City. We'll be moderating a panel called Is a Good Ecommerce Experience Good Enough? With speakers from Sephora, Abercrombie & Fitch, and The Honest Company.

The president-elect recently said he would impose tariffs of 25% on Mexican and Canadian imports and an additional 10% on Chinese imports. During the campaign, Trump had proposed tariffs as high as 60% for Chinese goods, but business and inflationary concerns could have softened his approach.