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Adobe Analytics measures transactions from 85 of the top 100 US online retailers.

The reliance on sales of low-priced goods imported from China is facing growing headwinds. In July, Indonesia imposed import tariffs of up to 200% on goods from China in order to protect domestic players. India鈥檚 retail ecommerce sales are still booming, but growth likely has peaked. India will retain its position as the fastest-growing large ecommerce market globally.

Even now, most luxury brands limit the selection of goods available through ecommerce channels to some extent, and top-tier brands like Chanel and Herm猫s don鈥檛 sell any of their key product categories online.

鈥淲hen people are in front of an ATM, there's two really good points where you have their absolute focus,鈥� said Mackinnon. 鈥淔irst, when they put their card in, they're staring at the screen waiting for something to happen, and that's called the idle cycle,鈥� he said.

Target reduced the number of items in its collection this year and is only selling them in about half of its nearly 2,000 stores (they鈥檒l also be available online).

Very good. Very on brand, very interesting but you ran long, so I was going to give you five, I've taken one away. Four points for Paul in round two. Very good indeed. Can't believe if we've not had that one yet actually. That's a really clever one. Paul Verna:. I don't know. Marcus Johnson:. Blake, what have you got for us? Blake Droesch:.

Cheetah Digital. International Data Corporation (IDC). Morning Consult. The Information.

Good to be back. Sara Lebow:. Good to have you. Let's get started with our first segment, news and reviews, where I give the news and our guests tell me their reviews. Today's story is a June 28th semaphore article titled, TikTok is opening its own online US store. This isn't too surprising.

On today's podcast episode, we discuss what finding products online will look like in 2025, if Target's new membership program can stack up against Amazon Prime and Walmart+, how ads on chatbots will change advertising, how to make stores more fun places to shop, what the world's first "ketchup insurance" offers, how Americans use dating apps, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Evelyn Mitchell-Wolf and Carina Perkins.

Providing localized messaging is a good way to strengthen out-of-home advertising. In-store retail media ads that show local sports teams or are relevant to current weather can show a brand鈥檚 relevance to specific consumers. Use this chart: Marketers can use this chart to make the case for local advertising investments or push for event/team sponsorships.

Spotify is the last digital giant we're talking about. The audio streaming Giant recently told us that it was in good shape. It is approaching the 600 million users mark, continues to make enough money to turn a profit. But what did Spotify just offer British and Australian and next year American premium subscribers? Was it 10% off merch bought through Spotify's platform?

Intrinsic ads performed better in this attention metric than 69% of other digital ad formats. Video ads are also rapidly expanding in games, evidenced by Nvidia's recent initiative to run pre-game ads in its GeForce Now cloud games. Gaming-adjacent media are also seeing ad revenues grow.

All right, very good. Drew, your elevator pitch for shoppable media. Andrew Spink:. Yeah, so there will be nearly a hundred million Americans that are expected to make purchases through shoppable media next year. It's clear that social commerce is an essential part of the digital landscape.

Some people have been making fun of that online, but I think all the press is good press for e.l.f. e.l.f. hasn't done anything all that major this month other than the Mean Girls movie though, which is why it's in spot eight. Arielle Feger:. Yeah.

In the short term, retailers like Costco are rushing to import goods before they take effect. Over the longer term, merchants like grill maker Traeger, fashion brand Steve Madden, and Academy Sports and Outdoors are shifting sourcing away from China. Geopolitical tensions: Even though Houthi attacks in the Red Sea no longer attract headlines, tensions haven鈥檛 dissipated and risk remains.

On today's episode, we discuss the effect TikTok has had on social media, what time spent on the platform looks like, and the impact of its new screen time limit for children and teens. "In Other News," we talk about whether social apps are taking up a bigger or smaller share of Americans' time spent online and what Meta's AR and VR hardware road map looks like. Tune in to the discussion with our analyst Debra Aho Williamson.

I remember we had launched a whole sort of digital store research area when I was at Forrester. I think it must've been back in around 2010 or something. And even back then there was caution over investing in these digital in-store technologies. And I think it's the same sort of concern right now is how are we going to maintain these things?

For example, GLP-1 users, on average, spent about 11% less on most categories of food, with the biggest reductions in sweet and salty snacks and baked goods, per PwC. That trend hasn鈥檛 gone unnoticed by companies such as Nestl茅, which last year launched Vital Pursuits, a frozen food offering tailored to GLP-1 users. More CPG companies will likely follow suit with similar lines this year.

"A US judge has ruled tech giant Google has an illegal monopoly in online advertising technology," writes Imran Rahman-Jones of the BBC. He explains that the US Department of Justice with 17 US states sued Google arguing it was illegally dominating the tech that automatically determines which ads should be placed online and where.

Retailers are scrambling to build their own media networks while the industry is still relatively young, which means it鈥檚 a good time for Microsoft to insert itself as a player. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

On today's podcast episode, we discuss what the hell happened鈥攁nd is happening鈥攖o online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.

In-store or online, software-powered POS solutions offer far more than sale transaction processing. They are a central hub through which merchants manage their businesses and provide products and services to their customers. What does it mean for payment providers?

The platform鈥檚 ad-supported business had a rocky start, but thanks to improvements on both the consumer and advertiser side, it鈥檚 making good progress, our analyst Jeremy Goldman said. Playing catch up: 鈥淣etflix has made a commitment to catching up as an ad platform,鈥� he said on a recent 鈥淏ehind the Numbers: The Daily鈥� podcast.

What it means: Positive emotional associations are good business. While inclusive, funny, and sad ads also resonate with consumers, brands that make consumers feel good can potentially price products higher.