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TJX is confident it can grow market share this year: The retailer鈥檚 offerings continue to resonate strongly with deal-seeking shoppers.

Netflix hasn鈥檛 specified what the US guidelines will look like, but they likely won鈥檛 be too different from where it has rolled out internationally. Past its peak? Despite a rebound next year, Netflix's penetration will remain below its peak. It鈥檚 expected to reach 173.7 million viewers in 2024 and 182.5 million by 2027, making up 57.7% of internet users, according to our forecast.

Nearly 4 in 5 people in the US own a smartphone, per our March 2023 forecast. US adults check their phones an average of 114 times each day, and usually do so within the first 10 minutes of waking, per a Reviews.org study.

Data is from the March 2024 蘑菇AV US Social Commerce survey. 1,207 US social media users ages 15鈥�77 were surveyed between March 1 and March 14, 2024. The survey aimed to gauge the shopping behavior of social media users across leading platforms and uncover their responses to shopping-related, sponsored, and creator/influencer content.

Lowe鈥檚 joins Home Depot in warning of sales pressure amid difficult market conditions: The home improvement retailer lowered its FY sales forecast as skyrocketing prices, limited supply, and high borrowing costs weigh on the housing market.

Across US businesses broadly, influencer marketing spending is soaring. We forecast that US influencer marketing spend鈥攔evenues generated by creators via payments from brands to promote products and services on social media鈥攚ill reach $8.14 billion this year, up 59% from 2021.

The US economy hits speed bumps: A flurry of news events, a slowing labor market, and lackluster consumer confidence numbers are making it harder for retailers to convince consumers to spend.

We expect 76.4 million people will use Venmo in the US this year, per our forecasts. While this base uses Venmo mostly for peer-to-peer (P2P) purchases, the app is quickly growing its buy button鈥檚 base: The number of monthly active Pay with Venmo users shot up 20% YoY in Q3.

DoorDash aims to transform how brands connect with customers through two new partnerships intended to make ads more relevant and shopping more personalized.

On today鈥檚 podcast episode, we discuss if AI development is slowing down or speeding up, when it鈥檚 all said and done what happens to TikTok, if live sports are under threat from highlights, the potential impact of impending tariffs, which sports kids play the most, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Forecasts Oscar Orozco, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Forecasting Analyst Zach Goldner.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

The company reported $11.96 billion in Cloud revenues for Q4, up 30% YoY but short of analysts鈥� $12.2 billion forecast. Alphabet expects capital expenditures to surge past $75 billion this year, up from $52.5 billion in 2024 and far past the $58 billion analysts had expected. Total revenues reached $96.5 billion, up 12% YoY but a step down from Q3鈥檚 15.1% growth.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

Nearly 175 million adults in the US will use Amazon Prime this year, making up 65.9% of the US adult population, according to our forecast.

Ecommerce executives are bullish about 2024: That鈥檚 driving a significant share to aggressively invest in areas such as marketing, technology, and infrastructure upgrades, per a survey exclusively shared with Insider Intelligence.

Proximity mobile payment transaction value will increase by 21.4% this year and by double digits through the end of our forecast in 2028.

Amazon is already the biggest US retail media player by far, accounting for 76.2% of all US retail media ad spend, per our November 2024 forecast. Amazon鈥檚 ad revenues will continue double-digit growth through the end of our forecast period next year, and while it's losing share of the overall retail media pie, those losses are slowing.

The CPG giant forecasts low-single-digit revenue growth this year, in line with the 2% YoY increase in organic revenues it reported for fiscal 2024. Consumers want value: Pepsi CEO Ramon Laguarta attributed the snack category鈥檚 sluggish performance to consumers鈥� focus on value.

From AI-powered smartphones to virtual shopping assistants, AI is becoming a powerful force in daily digital interactions鈥攔eshaping how people live, work, and shop.

We forecast 痴颈蝉补鈥檚 US card network transaction value will total $6.837 trillion this year, up 7% YoY. And it will help Visa maintain its momentum moving forward as it faces threats like swipe fee litigation and potential new competition from the Capital One and Discover merger.

US financial media network (FMN) spend will hit $1.50 billion in 2026, $1.15 billion higher than this year, per our June 2024 forecast.

Our forecast expects US cosmetics and beauty sales to grow 6.9% in 2024, which would significantly outpace the broader retail industry鈥檚 2.8% growth. The big takeaway: Kimbell set off alarm bells when he spoke at a JPMorgan conference鈥攏ot during the company鈥檚 earnings call鈥攁nd so he may have overstated the issue or simply highlighted a company-specific challenge.

Walmart+鈥攚hich we forecast 16 million US households belong to鈥攈as gained traction by offering free delivery on low-cost groceries, along with other benefits such as discounts on gas and auto repair, and access to Paramount+.