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Strength in Europe and emerging markets like Brazil helped L鈥橭r茅al outperform the broader beauty sector. The headwinds: The US 鈥渨as more challenging than anticipated,鈥� CEO Nicolas Hieronimus said on the company鈥檚 Q1 earnings call, citing a confluence of factors.

Around the World: Economic effects on retail and ecommerce. Around the World: Podcast listenership, content choices, and ad opportunities. Sources. Interactive Advertising Bureau (IAB). Interactive Advertising Bureau Argentina (IAB Argentina). Interactive Advertising Bureau Brasil (IAB Brasil). Interactive Advertising Bureau Chile (IAB Chile). Interactive Advertising Bureau Colombia (IAB Colombia).

Monthly transactions hit 3 billion in March, and cash transfers top credit card payments, according to the Central Bank of Brazil. And being cheaper than traditional card payments for merchants has helped it become the most used payment method in Brazil, per the central bank. Why the tie-in makes sense:.

Our latest analysis of 12 companies in Latin America unpacks key trends in the region鈥檚 retail ecommerce during H1 2023. This will provide retail and marketing professionals with insights into the current landscape, company developments, and what trends to look out for in 2024.

As the region鈥檚 No. 1 retail ecommerce player by total sales dollars, Mercado Libre has the competitive edge in each of the 18 Latin American markets it operates in.

Brazil, despite a longstanding US trade surplus, was assigned the 10% rate, prompting lawmakers there to authorize retaliatory measures. Why it matters: These tariffs reshape cost structures for goods flowing into the US, with Latin America鈥檚 exporters directly affected鈥攁nd retailers and ecommerce players caught in the crossfire. The ripple effects include:.

Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.

Three of Latin America鈥檚 most prominent retail and ecommerce players were well represented in the ranking, according to our estimates. These included regional heavyweights Mercado Libre and Falabella, as well as local ones like Walmart de M茅xico (Walmex). For more on our analysis of retail media ad revenues in Latin America, please refer to our forecasting methodology at the end of this report.

Globoplay looks beyond Brazil to find new subscriber growth. Like others, it has also faced an uphill battle in attracting new users to its streaming platform.

Globoplay bucks this trend only in Brazil. The platform was the fourth-most popular service there, with 20.7% of paying subscribers. It came in ahead of YouTube Premium (19.6%) but behind Disney+ (21.7%) and Amazon Prime Video (33.7%). For reference, nearly three-quarters (72.8%) of those in Brazil subscribed to Netflix鈥攖he third highest, after Argentina (85.2%) and Uruguay (84.6%).

The context: Shein has a dominant (40%) share of the US fast-fashion market thanks to its vast assortment of low-priced apparel that appeals to Gen Z and millennial shoppers, per Bloomberg. Despite its success, the company has significant challenges.