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Prices could surge even further as countries such as China, Japan, and South Korea band together to respond to US tariffs. Our take: The Trump administration鈥檚 tariff policies are fueling economic disruption and a sharp shift in sentiment.

It helped tourists use their domestic wallets to make payments in South Korea, launched a digital storefront solution for brick-and-mortar businesses, rolled out end-of-year shopping campaigns with merchants across Asia-Pacific, and brought three of its mobile wallets to Thailand.

Tariffs are also pushing US allies Japan and South Korea to strengthen their ties with their Asian neighbor, even as they pursue negotiations with the Trump administration. Our take: President Donald Trump鈥檚 tariffs have been successful in one respect: They have forced countries to reevaluate their trade relationships and dependence on the US.

Marketers are embracing QR codes to drive conversions across physical and digital spaces and create a more interactive shopping experience. Visual search builds momentum: The number of US adults who use visual search increased from 3.8% in 2020 to 8.2% in 2023, per Insider Intelligence and Bizrate Insights.

The other option is to rely more heavily on air freight鈥攁n increasingly expensive proposition given that Chinese ecommerce companies like Shein, Temu, and AliExpress are gobbling up the majority of capacity.

Unsurprisingly, consumers in Canada (down 44 points) and Mexico (down 32 points) are particularly disgruntled鈥攂ut so too are those in South Korea (down 38 points), France (down 33 points), and Brazil (down 19 points).

In Korea, they do packaged bananas, where it's a package... Every day is for the ripeness. Zia Daniell Wigder (10:10):. That's right. Different levels of greenness. Yeah. Suzy Davidkhanian (10:12):. Yeah, yeah. Which I'd never seen that before. Sara Lebow (10:13):. Oh, interesting. Suzy Davidkhanian (10:14):.

Several countries in Asia, including South Korea and Japan, also introduced measures to reduce Google and others鈥� ability to stop competitors from breaking into markets. With so many existential threats facing Google鈥檚 business, what are the likely outcomes of antitrust rulings and how could it alter the digital ad landscape?

TikTok Shop could be a gamechanger. Launched in September 2023 in the US, TikTok Shop hopes to bring Asian-style social shopping to its huge Gen Z audience. Along with shopping livestreams, which so far have fizzled in the US, TikTok Shop also includes shoppable video and a marketplace.

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.

South Korea. Taiwan.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss why folks are shopping more on their mobile devices and the role of mobile in-store. Then, for "Red-Hot Retail," our analysts give us some spicy predictions about the future of mobile shopping. Join our analyst Sara Lebow as she hosts analysts Carina Perkins and Yory Wurmser.

Some of X鈥檚 content and community policies have also been inconsistently implemented: X has positioned itself as a 鈥渇ree speech鈥� platform and accused its former Twitter leadership of censorship, but it has also removed accounts or content at the request of governments like Turkey, South Korea, and Japan, per its transparency reports. Consumers are beginning to adapt to the shifts.

In South Korea too, Facebook has been accused of collecting users鈥� data for ad targeting without their consent, leading to hefty fines and a user exodus. Facebook users have been plummeting in the country since 2019鈥攊ncluding a 15.2% drop last year that sent it below 10 million users for the first time since 2011.