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Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon鈥檚 ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.

This year, Walmart ranks second on our list of top 15 US retail ecommerce companies by retail ecommerce sales share, making up 6.4% of total retail ecommerce sales, way behind Amazon鈥檚 37.6%. In terms of sales growth, Walmart sits third (behind Carvana and Chewy), with sales growing 10.9% this year and 11.3% next year to reach $81.75 billion, according to our forecast. 2.

Companies like Apple resumed spending on the platform after a 15-month pause, while Amazon significantly increased its ad spending on X despite pulling nearly all of its ad spending from the platform in 2024. The change is largely in response to Musk鈥檚 new political power. Brands are hoping to improve relationships with Musk and, in turn, curry favor with the current administration.

Booking, Airbnb, and LATAM Airlines rank among the top 15 most-visited ecommerce sites in Brazil. According to Similarweb, January 2025 user traffic for each was comparable with that of prominent retailers like Casas Bahia and Magazine Luiza鈥檚 Netshoes, underscoring the travel category鈥檚 growing digital footprint and advertising potential.

Alibaba鈥檚 open-source large language model (LLM), Qwen2, was recently ranked at the top of Hugging Face鈥檚 Open LLM Leaderboard, based on 15 benchmarks. Among marketers in China, content and creative ideas generation is the most popular genAI use case, according to a May 2024 iResearch Consulting Group survey. China is enthusiastic about genAI usage.

Eleven of the 15 fastest-growing companies worldwide were retailers, according to our analysis of the 39 players we forecast and actively track. Eight of Latin America鈥檚 most prominent retail and ecommerce players were well represented in the global ranking, with six posting gains north of 50%. TikTok was the only nonretailer to experience comparable growth in digital ad revenues, at 55.7%.

Legacy pharmacy chains鈥� strategy of locking up items to prevent theft is frustrating shoppers and leading them to shop online. Amazon President and CEO Andy Jassy noted on an earnings call last August that products being locked up has been a boon for the ecommerce giant鈥檚 pharmacy business. Consumers are also facing longer lines at the pharmacy counter.

However, this quarter鈥檚 successes in e-commerce and advertising will help prop up margins for now.

In fact, all FAANG companies (Facebook, Apple, Amazon, Netflix, and Google) except Facebook are among the top 15 US OOH advertisers, according to Kantar and the Out of Home Advertising Association of America.

Drugmakers have already been growing their digital ad spending over the years: We forecast that pharma companies will spend just over $20 billion on online marketing in 2025. Editor鈥檚 note: This article is part of a series on how the incoming Trump administration will affect key sectors of retail, marketing, tech, and finance.

Eleven of the 15 fastest-growing companies worldwide were retailers, according to our analysis of the 39 players we forecast and actively track. Eight of Latin America鈥檚 most prominent retail and ecommerce players were well represented in the global ranking, with six posting gains north of 50%. TikTok was the only nonretailer to experience comparable growth in digital ad revenues, at 55.7%.

Headspace transitions therapist network to contract and part-time roles: Telemental health companies are placing less of an emphasis on therapists and more on AI.

Canada鈥檚 click-and-collect buyer growth tops our rankings among the countries we forecast. It鈥檚 a key option for consumers in Canada who prefer speedier order fulfillment and want to avoid home-delivery costs.

Respondents include employees at B2C or both B2C and B2B companies with 100 or more employees.

RH expects Q4 revenues to grow 18% to 20% YoY as furniture industry turns a corner: The retailer鈥檚 brand-elevation efforts and hospitality concepts are also resonating with shoppers.

How will tariffs affect international ecommerce? Trump鈥檚 punishing tariffs on Chinese imports could significantly impact Chinese retailers like Temu and Shein, which rely on low-cost goods to compete in the US.