蘑菇AV

Approximately 1,000 respondents were surveyed in each country: Australia, Brazil, China, France, Germany, Singapore, South Africa, Spain, the UK, and the US.

Apple鈥檚 reliance on China and on iPhones for profits has resulted in monumental losses while pressure mounts for new products in the face of waning innovation. Key takeaways: Big Tech is facing an economic reckoning that continues to reveal various fundamental weaknesses and problems that could become unmanageable, especially at the scale of these companies.

Key stat: 56% of internet users in China have used generative AI (genAI) compared with 46.3% of internet users in the US, according to February 2024 data from the Ministry of Internal Affairs and Communications (MIC) - Japan.

But when you think about the amount of data and information on that platform; so, a few reasons why there are fears the Chinese government could order TikTok, who's owned by a Chinese company, ByteDance, to do these things.

Trump pledges to institute across-the-board tariffs of 10% to 20% on imported goods, in addition to a 60% or higher tariff on imports from China. On its own, the policy would send US consumer prices soaring; every 1-percentage-point increase in the effective tariff rate would raise core PCE prices by 0.1 percentage point, per Goldman Sachs.

Kelly called out Visa鈥檚 co-brand deal with India-based ecommerce giant Flipkart, which counts more than 400 million registered customers, according to Bain & Company. Travel tie-ups. Like rival Mastercard, Visa benefited from strong travel demand last quarter. Domestic US travel surged 84% YoY during the period, per Emburse.

Well, currently, "Shoppers browse on social commerce sites but shy away from purchasing," writes Zachary Russell of Chain Store Age. He points to a new survey from e-commerce software as a service company AfterShip and Ipsos showing that three in four folks browse social commerce platforms for products, but go on to buy through a retailer's website.

Most (59%) respondents to our latest ecommerce survey expressed no interest. AR, VR, and mixed reality await Apple鈥檚 entry. Meta鈥檚 dominance of the VR headset market has eroded, according to the International Data Corporation (IDC), as devices from ByteDance-owned Pico rise in prominence. The company is now walking back its big metaverse pivot.

First up, we have our senior analyst covering all things retail and e-commerce in the UK and Western Europe, it's Carina Perkins. Hello, Carina. Carina Perkins:. Hi, Bill. Thanks for having me back on. Bill Fisher:. Good to have you back as ever. Next, he's our research analyst covering China and Japan. It's none other than Man-Chung Cheung. Hey, Man-Chung, thanks for joining. Man-Chung Cheung:.

Global smartphone shipments are up 7.8% YoY in Q1. Samsung leads, Apple slips, and Chinese brands gain.

These formats offer interactivity that could work well with ecommerce, especially if combined with Axon鈥檚 consumer insights. These insights also power AppLovin鈥檚 new web ad offering. The ecommerce opportunity could be large. D2C advertisers have been early testers, but retailers are also interested in exploring the RTB app world, and not just for their own ads.

Overall, five percentage points of the growth that they saw this year were from China alone.

TikTok has also reportedly stored sensitive financial data of its major influencers on Chinese servers, countering CEO Shou Zi Chew's claims that US data is stored only in Virginia and Singapore, per Forbes.

Video Shopping Ads are available in Canada, requiring retailers to establish a catalog within TikTok鈥檚 business dashboard (rather than using a TikTok Shop account, a feature available only in the US, UK, and six countries in Asia, or via Douyin in China.). Influencers are driving the commerce engine. Engagement rates on TikTok vastly outperform the competition.

Its 鈥渧irtual try-on鈥� feature, powered by AI models, stands out as a boon for ecommerce businesses and clothing retailers, enabling customers to visualize products, enhancing their shopping experience. Yes, but: The company鈥檚 reputation is potentially tainted by concerns over privacy practices.

Well, [inaudible 00:11:41] has an international section yet still a lot of consumers in your city, New York City, are either going to Chinatown to shop or going to H Mart to shop. So even those international sections maybe don't cut it compared to going somewhere. [inaudible 00:11:56]. Suzy Davidkhanian (11:55):. Well, they're so small. Sara Lebow (11:56):. Yeah. Suzy Davidkhanian (11:56):.

Automakers slash jobs as EV struggles mount: Ford, GM, and Stellantis face competition from Chinese rivals and slow EV demand, driving steep layoffs and threatening their bottom lines.

The pandemic鈥檚 mini ecommerce boom helped supercharge retail media, but the category is now experiencing more measured growth. However, advancements in in-store and off-channel retail media (via CTV, for example) will help the category retain its importance. Click here to view the full forecasts for retail media, CTV, and mobile ad spending. Retail media is digital advertising鈥檚 new poster child.

Click here to view our full forecast for Douyin users in China.

With brand loyalty already on shaky footing after the supply chain challenges early in the pandemic, companies like P&G have to tread carefully to avoid angering shoppers and hastening their turn to cheaper brands. This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry.

This year, over a fifth (21.7%) of the world鈥檚 population will be users of TikTok or its Chinese counterpart, Douyin. However, a potential ban could hurt future US growth. Use this chart:. Effectively distribute budgets for social media ad campaigns. Evaluate ad strategy in the event of a US TikTok ban. More like this:. Global Social Media Update 2023 (Insider Intelligence subscription required).

And then if people knew TikTok's parent company ByteDance was based in China, if they knew that it was in China, then they were for the ban. If they didn't know it was in China, then they were against the ban. Two out of three people knew that ByteDance was a Chinese-based company. And finally, really interesting, didn't matter based on political party.

The big picture: Fast-food chains are facing a host of global challenges, including plunging sales in the Middle East as well as weak demand from consumers in China, the US, and other markets.