蘑菇AV

Levi鈥檚 is doubling down on D2C to make up for softness in its wholesale business, as well as develop deeper ties with shoppers and establish itself as a more premium brand. The company noted that direct sales grew in nearly all markets, including North America and China, during Q3, despite a significant slowdown in wholesale demand.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

Despite a second 75-day extension to keep TikTok in the US for now, the possibility of a deal is increasingly murky amid the ongoing trade war between the US and China. BeReal, which is comparatively smaller to the social media giant, is capitalizing on this volatility鈥攅ssential as the platform is facing diminishing financial prospects.

Tech CEOs have held private meetings with Trump at Mar-a-Lago in Florida, ostensibly to discuss regulatory issues, competition, and growing geopolitical tensions with China. 鈥淢ark Zuckerberg鈥檚 been over to see me, and I can tell you, Elon (Musk) is another and Jeff Bezos is coming up next week, and I want to get ideas from them,鈥� Trump told CNBC鈥檚 Jim Cramer on Thursday.

Chinese smartphone brands front and center at MWC 2023: The smartphone duopoly may rule North America, but innovative handsets are expected to make waves in Europe and the rest of the world.

I think the UK is quite interesting because the UK's actually a very mature e-commerce market and in terms of penetration, e-commerce as a percentage of total retail sales, it's actually ahead of the US. But I think as Paul mentioned, it perhaps comes down to scale.

Tariff threats are also creating ripple effects around the world: They contributed to Canadian Prime Minister Justin Trudeau鈥檚 resignation and increased the likelihood that Chinese policymakers will allow the yuan to weaken. Our take: The impacts of Trump鈥檚 tariffs are already being felt鈥攅ven before their shape and structure are known.

AI is powering more of Walmart鈥檚 services, including InHome Replenishment, which automatically adds frequently purchased items to 蝉丑辞辫辫别谤蝉鈥� carts, and its iOS app search function, which recommends cross-category products based on contextual factors such as search terms and shopping history. 3. Temu.

Improved consumer sentiment in China is expected this year, offering some relief to marketers. Asia-Pacific鈥檚 social user penetration among internet users will outpace the worldwide figure, 85.4% versus 80.8%. In China, almost all (98.0%) of internet users will be social users in 2023.

US livestreaming commerce sales could reach $50 billion in 2023 and potentially account for more than 5% of total ecommerce in the country by 2026, per Coresight Research as cited by CNBC. With help from platforms like TikTok Shop, TalkShopLive, and Firework, brands should start experimenting with livestream commerce as adoption grows, especially among younger consumers.

The threat of a TikTok ban is enough to make waves: ByteDance, Meta, and Chinese competitor Kuaishou are all taking steps to anticipate a ban.

The top two reasons shoppers worldwide buy directly from brands are a better price (53%) and free delivery (49%), followed by fast and convenient delivery and free returns (both 36%), according to Wunderman Thompson.

A recent economist article suggests that Walmart is more of a threat to the eCommerce giant than the other way around. Threat to Amazon than the other way around.

They also reported some improvements for E-commerce advertisers based on some of the technological changes that they made to their ad platform. So I'd say that Snap is clearly not out of the woods yet when it comes to its revenue generating problems, but there are some signs of hope for the future. Marcus Johnson:. Mm-hmm. So a few things for me. One, this is definitely new territory for Snapchat.

Stability and predictability have returned to the global ecommerce market after three years of uncertainty. Digital sales will increase by 8.9% this year and 9.4% next year鈥攅xactly the same projections generated in our last forecast. Total retail sales growth will be in the mid single digits.

Mobile wallets are the fastest-growing payment method for ecommerce and point-of-sale transactions worldwide, per March 2024 data from Worldpay. Mobile wallets make it easy for consumers to purchase items at events, where carrying physical cards may be inconvenient. They also reduce friction by removing the need to enter pins or sign a receipt.

A US company like Walmart could be a potential buyer, leveraging TikTok for retail media and ecommerce ambitions, Willens said. 5. A children鈥檚 online safety law will pass in 2025. Mitchell-Wolf predicted that 鈥渁 law around children鈥檚 online safety or privacy gets passed [within] the first six months of the next presidential administration.鈥�.

The country will hit multiple milestones this year: It鈥檚 projected to overtake China to become the world鈥檚 most populous nation; it will be the world鈥檚 fastest growing retail market; and it will lead the world in ad spending growth. This will be the first year India leads in total ad spending growth worldwide.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the preferred shopping channels for Gen Z shoppers, what gets teens to buy, and which innovations in payments will influence spending. Then for "Pop-Up Rankings," we rank the top four brands that will have staying power with teens come 2025. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Blake Droesch.

Only 39% of consumers used genAI search for online shopping, according to a February 2025 survey by Adobe. And 53% said they planned to do so this year. Level of control shoppers want to keep. Will consumers want to give up control of shopping? Technologists may be overestimating how much people want to automate shopping. Overall, many consumers seem eager for help in parts of the consumer journey.

That said, China鈥檚 triumvirate of leading sub OTT platforms (Tencent Video, Youku, and iQiyi) already have far more viewers in China than US-only providers like Hulu and Peacock have garnered. Click here to view our full forecast for digital video viewers in China or subscription OTT video viewers in China. Behind the Numbers.

So you're seeing, I think, more shopping and shopping browsing going into bigger apps, things like Amazon and Walmart, some of the Chinese apps like SHEIN and others, Temu. So I think that's also decreasing the amount of browser time for shopping. Peter Newman:. Definitely, definitely.

Or does it still, despite all the tariffs, does it still make sense with the China tariff, with the logistics cost to ship it, is it still more cost effective to manufacture in China or Asia? (09:34):. So there's a lot of variables.

In addition, the luxury retailer will use social media and ecommerce to drive sales from beyond its physical store, said Canaves. 鈥淚鈥檓 expecting to see a ton of organic creator content on TikTok that will expand the brand's influence even further.鈥�. 3. Nike. Why we picked it: This could be a make-or-break year.