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The ecommerce boom in Canada means many product categories now sell a significant percentage online. This includes grocery, which we forecast for the first time this year.

Canadian Prime Minister Justin Trudeau resigned as the country scrambled to respond to Trump鈥檚 threats. India is mulling subsidies to lure consumer electronics manufacturers from China. Meanwhile, China鈥檚 policymakers are dusting off old strategies鈥攍ike allowing the yuan to weaken鈥攖o blunt the impact of impending tariffs.

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.

A major dockworkers strike seems increasingly likely: The disruption will begin October 1, just as several retailers begin launching holiday promotions.

Amazon can stake a claim as one of Canada鈥檚 top mass merchants, even without having physical stores. It has reached this milestone after more than three years of accelerated retail ecommerce in the country.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Lactalis will acquire the US business and Sodiaal will buy the Canadian unit. The deal, which includes two manufacturing facilities in the US and one in Canada, is expected to close next year. Why is this happening? While General Mills鈥� North American yogurt business contributed about $1.5 billion to its fiscal 2024 net sales, that unit is neither high growth nor high margin.

Building a new retail ecosystem: Roblox sees a major opportunity in getting its large active user base to spend on real-world items. 鈥淐ommerce happens everywhere,鈥� Shopify wrote in a blog post. 鈥淥ne of the most relevant places for digitally-savvy Gen Z consumers in the world right now is Roblox, where millions of creators pursue entrepreneurship through immersive content creation.

Sales from markets outside the US鈥攊ncluding key Amazon markets like the UK, Canada, Germany, Mexico, and India鈥攚ill increase 11.6% from 2022 to $4.90 billion. To view the full forecast for US Amazon Prime Day sales, click here. Prime Day will surpass $8 billion in US ecommerce sales over the two-day period.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

The news: China is outpacing the US in retail media鈥檚 global rise, with nearly half of its digital ad spending now flowing through retail platforms. While Amazon still leads globally, its growth is slowing鈥攅xpected to rise just 18.6% in 2025. Meanwhile, players like Uber Eats, Meijer, and Albertsons are growing ad revenues at triple-digit rates. Our take: Retail media is becoming more fragmented and competitive. Success now requires portfolio diversification, especially as new channels鈥攍ike last-mile delivery and in-store signage鈥攇ain momentum. What began as an Amazon-centric, US-led trend is now a worldwide shift reshaping how consumers discover, consider, and buy.

And in Canada, Loblaw, the largest grocer in the country, has a retail media network that targets its PC optimum loyalty base of like 16 million people and they have a company called Advance, which is their retail media network, that allows advertisers to target that group. So I think that is one big opportunity that many retailers especially are looking at. Carina Perkins (18:39):.

Moving across the US-Canada border can be the first step toward international expansion for retailers. Canadian brands like lululemon athletica and Aritzia are thriving in the US. Meanwhile, US-based companies Lowe鈥檚, Nordstrom, and Bed Bath & Beyond recently announced they were leaving Canada. And let鈥檚 not forget Target鈥檚 famous Canadian failure. Here鈥檚 a look at how brands on both sides of the border have fared, and the lessons you can learn from them.

In-store retail media initiatives are gaining momentum: Loblaw, Macy鈥檚, and Schnucks Markets are the latest retailers to invest in the channel.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

The news: Domino鈥檚 Pizza aims to drive additional revenues by listing its menus on Uber Eats and Postmates apps across 28 markets, including the US, UK, and Canada, per The Wall Street Journal. The pizza company鈥檚 CEO Russell Weiner told the Journal that he hopes the broader exposure will help it generate $1 billion in incremental revenues.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

GenAI is on the agenda for most retailers in 2024: Walmart, Target, Canadian Tire, and others are turning to the tech to boost customer and employee satisfaction.