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We expect Cyber Five retail ecommerce sales to grow 5.6% this year: A strong US economy bodes well for that crucial stretch, as well as the broader holiday season.

This holiday season, retailers can stand out in the crowded ecommerce landscape by using retail media. This approach enhances the shopping experience while creating new revenue streams to offset the challenges of online shopping.

During Prime Day 2024, US shoppers will spend nearly $14 billion鈥攁 5.9% increase over last year. But the dynamics of the shopping event are shifting as competitors chip away at Amazon鈥檚 market share.

I don't know what share it is a Cyber Monday, but the share of overall spending this holiday season is expected to be 7.7%-. Sara Lebow (10:34):. Okay. Rachel Wolff (10:35):. ... per Adobe. Sara Lebow (10:35):. So a sizable share of that went to buy now-. Rachel Wolff (10:36):. A sizeable share-. Sara Lebow (10:38):. ... pay later. Rachel Wolff (10:39):. ... right. Sara Lebow (10:39):.

US port strike could paralyze supply chains just as the holiday season gets underway: A week-long stoppage could cost the US economy up to $7.5 billion, while the effects of a two-week strike could last until 2025.

Retailers are wary of adding too many workers this holiday season: Target and others are adopting conservative hiring plans this year due to the uncertain environment ahead.

Overall, Adobe predicts BNPL spend during the full holiday season will total $18.5 billion, up from $16.6 billion last year. The bigger picture: While BNPL鈥檚 share of Cyber Monday sales is significant, the payment method grew slower than overall sales, which increased 7.3% YoY.

Our take: Consumers are finding ways to spend big during the holiday season. That鈥檚 why we expect US holiday sales to grow 4.3% this year and ecommerce sales to rise 9.0%. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Chinese consumers kept a tight lid on spending in November: Retail sales fell short of expectations despite Singles Day promotions, pushing Beijing to promise stronger stimulus.

鈥淭丑别 holiday season really starts October 1,鈥� Megan Gaffey, senior director of publisher partnerships at Rakuten Advertising, said on our Tech-Talk webinar Performance Marketing Playbook for Q4 Holiday Success. 鈥淎nd you see a lot of advertisers launch Black Friday promotions the Tuesday before Thanksgiving to get ahead of the noise.鈥�

TikTok Shop is Gen Z鈥檚 new favorite gifting destination: More than half plan to make a purchase on the platform this holiday season, lured by the prospect of a good deal.

Walmart joins the early October holiday sales push: The retailer will launch its Walmart Holiday Days event on October 8, the same day Amazon and Target are hosting sales.

Ecommerce is more important than ever this holiday season. Our holiday forecast expects online sales to grow 9.0% in the final two months of the year. That will push ecommerce鈥檚 share of overall holiday sales to a record 19.7%鈥攁n 80-basis-point increase over last year and a resounding.

Zoom out: The Black Friday sales surge suggests consumer spending will remain resilient throughout the holiday season, but it also represents a major step for TikTok鈥檚 efforts to get US users interested in social commerce features. There is a massive gap between social commerce adoption in Asia and in the US.

Bluesky, the microblogging alternative to X, has found impressive growth and public interest following the US elections, adding 1 million new users in a single day. However, its murky monetization plans have left its value for marketers unclear.

After a slew of technical failures during November's Mike Tyson vs. Jake Paul boxing match live stream, advertisers are more aware than ever of what can go wrong during a popular event. And with Netflix's "NFL Christmas Gameday" just around the corner, which will feature Beyonc茅 performing during the Ravens vs. Texans halftime show, brands can strategize to make the most of a potential broadcast outage.

August retail sales data points to consumers鈥� continued resilience: While spending is healthy, shoppers remain deal-focused as they look ahead to the holiday season.

US Holiday Shopping 2024 (蘑菇AV subscription required). Note: 蘑菇AV benchmarks its US total retail sales figures against US Department of Commerce data from 2018 onward. The last full year measured was 2023.

Deloitte expects holiday sales to grow 2.3% to 3.3% this year: That鈥檚 well short of our forecast, which projects 4.8% growth. Both reflect the complicated environment ahead.