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Although no single player rivals Mercado Libre鈥檚 hold on Latin America鈥檚 ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

Consumer spending during the 2024 holiday season remained resilient, as US shoppers opened their wallets for deals on smaller-ticket categories in stores and online.鈥� This deck will:. Review US retail and ecommerce sales trends from the 2024 holidays by channel, product category, and retailer.鈥� Share the forecast for the US 2025 holiday season.鈥�

This deck will: Highlight the fastest-growing areas of digital advertising, media usage, and ecommerce to help brands anticipate and strategize around the next wave of digital growth. This deck can help you:. Develop media strategy and allocate budget for campaigns (brands, agencies). Develop commerce strategy (brands).

Retail media鈥檚 rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

Albertsons struggles to fend off competition from mass merchants and club retailers: The grocer is leaning on promotions, private labels, and its pharmacy business to attract value-focused shoppers.

Walmart x Celebrity Moms: Walmart launched the 鈥淢oms Answer Moms鈥� TikTok series, where consumers could ask parenting questions to celebrity mothers like Paris Hilton and Whitney Cummings. The campaign鈥檚 top video amassed over 120 million views and sparked a 5,000-comment thread of mothers sharing advice. Empathetic marketing: Recognizing emotional complexity.

While many struggled to get it right, ecommerce giants like Amazon and Mercado Libre accelerated retail鈥檚 digital transformation, setting a precedent that other sectors are now racing to replicate. CMNs should prioritize third-party tech integration to accelerate time to scale efficiently.

JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.

While the number of climate-related proposals was steady last year compared with 2023, shareholder support fell slightly鈥攚hich may have given companies like Walmart and Coca-Cola the confidence to water down their sustainability pledges without fear of backlash.

The broader perspective: Pressure from major retailers like Walmart, Target, and Home Depot has reportedly played a role in the administration鈥檚 shifting stance, with executives warning that current tariffs could lead to price spikes and product shortages.

The tie-up will bring Klarna to more than 100,000 merchant locations, making it easy for shoppers to access Klarna in stores. It will roll out to all Clover devices in early 2026. The two plan to bring the tie-up to ecommerce payments and other geographic markets later.

Retailers like Walmart, Lowe鈥檚, and Target have shifted away from DEI since Trump鈥檚 election, and as Pride Month approaches, consumers will likely see this trend continue.

Walmart rolls out same-day delivery for Rx, general items: The new service threatens struggling retail pharmacy chains, but we think Walmart鈥檚 main motivation is to capture customers for its membership program.

Click here to view our full forecast for US livestreaming retail ecommerce buyers. Livestreaming ecommerce isn鈥檛 as big in the US as it is in China, but it has proven to be tenable. Its popularity in China, where 47.2% of digital buyers will be livestream buyers, remains unmatched.

Costco shoppers are spending more on groceries than food away from home, CFO Gary Millerchip said鈥攁 trend that explains why Walmart and other grocers are doubling down on prepared foods and foodservice partnerships.

As competition intensifies and consumers continue to seek value, retailers will need to double down on how to differentiate themselves and offer shoppers what they want, wherever they are.

Tying up with DoorDash gives the BNPL provider a massive volume opportunity

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect鈥檚 new API should help it attract more ad dollars from smaller brands and marketplace sellers.