蘑菇AV

Chinese ecommerce brands like Temu and Shein are already slashing US spend. Meanwhile, Reddit and Pinterest are gaining ground, fueled by AI tools, international growth, and ecommerce integrations. Streaming platforms are proving resilient as linear TV continues its decline.

New tariffs and policy uncertainty are raising prices, stalling guidance, and pushing shoppers toward discount channels, especially in ecommerce and essential goods. Tech companies face rising regulatory and tariff pressure.

But they only capture a small slice of consumer purchase behavior and are typically focused on discretionary ecommerce transactions. Conversely, traditional financial institutions (e.g., banks and credit card issuers) have deeper customer relationships and broader data visibility but face greater restrictions on how and where their data can be used for marketing.

But Albertsons鈥� loyalty program (44 million members) was only about four times smaller than Amazon Prime membership, highlighting the value of first-party data beyond just ecommerce. Broader forces are creating tailwinds for off-site retail media. Led by social commerce, the era of shoppable media is here. Changes in upper-funnel channels are giving retailer data a bigger role in marketing.

Even before implementation, companies like Temu and Shein cut US ad spending by up to 31%. Ad buyers are shifting toward domestic brands and performance-heavy channels with clearer ROI. Search and social are facing structural shifts. AI summaries in search are reducing clicks, while antitrust cases against Google and Meta threaten to break up long-standing ad ecosystems.

Turbulence in trade relations is changing how China鈥檚 ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

When YouTube is used as part of a wider ecommerce strategy, it performs well. A future where YouTube Shopping is a core consideration might not be far away. Sources. Business of Apps. Channel 4. Comscore. Influencer Marketing Hub. International Olympic Committee. Ofcom. Podnews. Semafor. Spotify. Streamcharts. YouTube. YPulse.

Retailers that aimed to be media giants are hitting headwinds as ad growth slows. To stay competitive, retail media networks must rethink org structure, sharpen media skills, and plan smartly to thrive in a more challenging landscape.

Despite uncertainty related to the economy and tariffs, US social network ad spending is expected to grow. AI offerings, social commerce, and lower-funnel investments will drive outlays.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

Our take: Advertisers who maintain visibility during downturns often emerge stronger, and Amazon鈥檚 reach means ad spend will likely remain resilient compared to other channels. Advertisers should expect continued growth in the Amazon advertising ecosystem, but with more moderate expansion than in previous periods.

Germany鈥檚 digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals the trends shaping digital spending, retail sales, and more.