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Gen Z shoppers prefer to start their product searches on Amazon over TikTok. Marketplaces lose share in places where US shoppers start their shopping journeys. Marketplaces lose share in places where US shoppers start their shopping journeys. Retail stores still dominate ecommerce when it comes to new product discovery and conversion.

Humana and Welsh, Carson, Anderson & Stowe pumped $1.2 billion into a joint venture last May to expand the insurer's network of VBC clinics. Companies that help providers transition to VBC are also garnering interest from investors. Just in the last few months, three startups providing technology services to provider customers shifting to VBC combined to reel in over $300 million in funding rounds.

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.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Gen Z consumers are tech-savvy digital natives that feel more comfortable searching for products on social platforms like TikTok over traditional search engines like Google. Even when they鈥檙e shopping in-store, they employ technology to help them, browsing mobile phones and using self-checkout to make the shopping experience more seamless.

I mean, they represent over 10% of e-commerce sales, would be second only to Amazon, and they just have Shopify audiences as their product and they're not really making a lot of noise about it either. And it's basically using that transaction data to plug into Facebook and Google to reach audiences.

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

On March 21, Google launched its long-awaited Bard chatbot to select users in the US and the UK. The technology works similarly to competitors Bing Chat and ChatGPT鈥攗sers can give the technology prompts or questions and it will generate answers within seconds.

And 88% of Gen Zers worldwide believe AI could improve online shopping through features such as relevant offers, product suggestions, and personalized assistance, according to a May 2023 survey by Rokt and The Harris Poll. That has benefits for the bottom line. By driving loyalty and engagement, hyper-personalization can boost revenues and reduce costs.

Methodology: Data is from the January 2024 Marigold report titled "2024 Global Consumer Trends Index" in conjunction with Econsultancy. 10,394 adults ages 18+ in Australia, the Benelux region, Denmark, France, Germany, Japan, New Zealand, Spain, Sweden, the UK and the US were surveyed during September-November 2023.

Basic With Ads is the new Basic as the platform slashed its Basic ad-free plan in July 2023 for US and UK viewers. Following that move, the share of Basic With Ads sign-ups increased on Netflix in August and September, according to Antenna. A boost in Netflix ad-supported tier sign-ups also followed its password-sharing crackdown in May. What鈥檚 working for Netflix?

Digital became the majority medium in France in 2022 and in the UK in 2019. Click here to view our forecasts for average time spent with media in France and average time spent with media in the UK. An older population and a traditionalist mindset are behind this trend.

Methodology: Data is from the July 2024 Ministry of Internal Affairs and Communications (MIC) - Japan report titled "2023 Information and Communications Whitepaper." 1,030 internet users ages 20-69 in Japan and 2,080 internet users ages 20-69 in China, Germany, the UK, and the US (520 each) were surveyed online between January-February 2024.

In response to this trend, UK legislators aim to guarantee that no person or business will be more than three miles from withdrawal/deposit facilities with new legislation. Some FIs view these closures as a chance to differentiate themselves from competitors. Nationwide ends its latest commercial with the line, 鈥淯nlike the big banks, we鈥檙e not closing our branches.鈥�.

Our own US CTV advertising forecast calls for 21.2% growth in ad spending this year, 13.2% in Canada, and 9.5% in the UK. Why it matters: This dramatic rise in CTV advertising is significantly altering advertising strategies and budgets. As consumers flock to streaming platforms, advertisers are following suit, viewing CTV as an ideal space to reach an engaged, targetable audience.

Latin America鈥檚 digital economy is proving resilient despite macroeconomic headwinds. In 2023, marketers and advertisers will focus on reaching consumers across retail media, livestreaming ecommerce, and ad-supported video streaming.

And that meant that the UK was able to gain adequacy status with the EU, which means personal data can still flow freely between the EU and the UK.

Just as China leads the world in ecommerce as a share of overall retail, it also leads in digital advertising as a share of total media advertising. It will hold that perch for the remainder of our forecast period, although by 2027 the US will have gained on China and the UK, and all three will have a digital share in the mid-to-high 80s.

The UK classified data centers as 鈥渃ritical national infrastructure鈥� this week, marking their importance to the economy and the sensitive information they contain. What鈥檚 the result? It鈥檚 become clear that returns on investment won鈥檛 be immediate for genAI endeavors, and both VC and Big Tech leaders will need to be patient to see results.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover the future of AI devices, shopping Amazon from your social feed, what happens now that the Hollywood strikes are over, and how Amazon is expanding. Tune in to the discussion with this month's contestants: our vice president of Briefings Stephanie Taglianetti and analysts Evelyn Mitchell-Wolf and Carina Perkins.

Monzo and Chip claim profitability, but UK conditions make their future outlook uncertain.

JPMorgan still leads in AI maturity, according to UK-based intelligence platform Evident Insights. It has prioritized hiring top AI talent鈥攁 costly endeavor. And it鈥檚 testing how genAI can 鈥渃opilot鈥� its private banking advisors by helping them identify important opportunities for their clients.

Thirty-one percent of Gen Zers surveyed by Censuswide and Tink in the UK鈥攚here open banking rules are already in effect鈥攕aid their bank was at risk of losing them as a customer if it didn鈥檛 upgrade its digital tools and services. Gen Zers said competitors could win their business by offering tailored support for meeting financial goals (49%) or tools to manage spending (48%).