蘑菇AV

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.

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

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

The news: Macy鈥檚 Media Network, the department store鈥檚 retail media arm, will test a partnership with Amazon Retail Ad Service鈥攖he ecommerce giant鈥檚 ad tech product for other retailers. The pilot will launch in early Q4, just ahead of the holiday season. Our take: Macy鈥檚 is the first major retailer to test Amazon鈥檚 ad product since its January debut, making this a high-profile proving ground. The pilot will show whether Amazon can drive incremental ad spend for retailers, and crucially, whether other chains are comfortable sharing data with a direct competitor. The results will have ripple effects across the ad tech ecosystem. If the partnership proves effective, Amazon Retail Ad Service could emerge as a meaningful threat to intermediaries like Criteo and Publicis, which have built strong businesses helping brands navigate retail media. It would also open another lucrative revenue stream for Amazon鈥檚 already fast-growing ad arm, strengthening its position at the center of digital commerce.

The triopoly looks stronger, but it's digital that's getting bigger. Amazon, Google, and Meta now command 58.8% of total US ad dollars, up from 47.1% in 2020. But that's not an indication that the triopoly's control of the digital ad market is growing.

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.

Ecommerce trends and forecasts鈥�. How and where internet users spend time with various media鈥�. This deck can help you:鈥�. Showcase opportunities to customers (agencies, solution providers)鈥�. Determine market sizing (brands, agencies, solution providers)鈥�. Key Question: Where are consumers in Spain spending their media time and money?鈥�

Amazon closed its second annual Upfronts with 鈥渟ignificant growth鈥� across independent agencies and holding companies, per Adweek. An Amazon spokesperson cited excitement surrounding live sports offerings on Prime Video as a key driver of growth. Amazon is positioned for sustained ad growth if it continues relying on its sports properties to draw advertiser interest in Prime Video. With Prime Video only making up a fraction of Amazon鈥檚 overall ad revenues, the service is far from hitting its ceiling鈥攁nd future investment in tentpole sporting events will put Prime Video on par with its bigger competitors.

This deck provides an overview of the travel sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, research trends, what鈥檚 changed since last year, and the influence of technology on purchase decisions.鈥�

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.

The news: Walmart鈥檚 $2.3 billion Vizio acquisition may have only closed last December, but the retailer is already unlocking outsize value from the deal. Our take: Walmart is squeezing every drop of value from its Vizio deal by fusing hardware, software, data, and retail media into a self-reinforcing flywheel. Making Vizio a Walmart-exclusive private label gives the retailer tighter control over pricing and distribution, while Vizio鈥檚 OS and shoppable-TV features unlock new streams of nonendemic ad revenues. By combining its in-house ad network with ONN TVs powered by Vizio software, Walmart is positioning itself to own the entire living-room stack鈥攆rom screen to checkout. The result is a powerful closed-loop media system that can rival Amazon鈥檚 Fire TV ecosystem. The retailer鈥檚 timing couldn鈥檛 be better: We expect retail media CTV ad spending to surge 47.4% this year to $4.84 billion, and to more than double to $10.72 billion by 2029.

Ad spending on US commerce intermediaries is set to approach $4 billion by 2027, outpacing other nonretail media cohorts. Key players like DoorDash and Instacart are evolving from delivery apps into full-scale media networks, driving performance and reshaping the commerce media landscape.

Their emerging duopoly is redefining how viewers shop, stream, and spend. Retail giants square off on CTV: Walmart will stop licensing Roku鈥檚 OS for its Onn TVs and will now use Vizio SmartCast to better enable a future where shoppers buy directly from smart TVs. Walmart bought Vizio for $2.3 billion in 2024.

Criteo is modernizing retail media by launching a global auction-based ad platform and integrating with Mirakl to enable self-serve advertising for over 100,000 third-party sellers. This dual move addresses two persistent challenges: outdated fixed-price ad systems used by most retailers, and untapped ad spend from marketplace sellers. The auction system gives advertisers more control and performance insights, while Mirakl opens up a scalable, automated path for small sellers. Criteo also brings standardized attribution and reporting across retail partners鈥攆ixing transparency gaps. These changes position Criteo as a full-spectrum solution for brands, retailers, and sellers looking to compete in a fast-evolving market.

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.