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Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

On today鈥檚 podcast episode, host Bill Fisher is joined by our researcher Man-Chung Cheung and analyst Carina Perkins to examine TikTok鈥檚 ecommerce plans around the world, looking at what鈥檚 driven success in some markets and held it back in others.

The most noteworthy holdouts still favoring traditional ad spending are Japan, Italy, India, and Indonesia. To view the full forecast, click here. China鈥檚 embrace of all things digital remains unmatched. 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 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.

TikTok aims to generate $20 billion in sales via TikTok Shop, and is expected to launch its own US ecommerce store soon. The platform is also leveraging new search features to become a hub for retail ecommerce. TikTok is also pushing new AI ad tools, and getting involved in a host of new media ventures. Here鈥檚 what the platform has been up to over the past month.

Worldwide sub OTT viewership will grow 3.5% in 2025 thanks to a decent bump from major population centers like Indonesia, Brazil, and India. But most countries won鈥檛 reach even that modest mark, as sub OTT鈥檚 core markets (in North America and Western Europe) are extremely saturated and won鈥檛 see many new viewers.

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.

Indonesia and Monaco both have two horizontal stripes, red over white, but their dimensions differ. New Zealand and Australia are the same, but the stars are different colors. Venezuela, Ecuador, Columbia are yellow, blue, red horizontal bars, but have different emblems in the middle. Two more for you. Luxembourg and the Netherlands are red, white, blue lines, but the blue's slightly different shades.

Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam will collectively account for about half of all TikTok users in Asia-Pacific (excluding China). And except for Singapore, all will see over 10% growth in TikTok users this year. Indonesia will retain its position as the country with the third-largest number of TikTok users, behind only the US and Brazil.

One was growth in India and Indonesia was pretty good. They had some strong marketing campaigns there, so that helped worldwide growth and also promotions and family plans helped them add folks. You mentioned music streaming being something the people will consume whilst they're doing a bunch of different activities, and Spotify has said that they plan to put prices up sometime this year.

Douyin, TikTok's Chinese sibling, is about to become China鈥檚 largest social platform. It's also crashing the country鈥檚 ecommerce party. Already the fourth largest online shopping platform by sales, its market share is rapidly approaching JD.com's.

The one-on-one sessions would be tailored to your unique retail and e-commerce business, providing a deeper understanding of the most relevant and timely research that affect your growth goals. Visit insiderintelligence.com/analyst access to find out how you can book your interactive presentations on retail media networks, CBGs and more. Kelsey Voss:.

TikTok will lean into actionable entertainment and ecommerce in 2023. Brazil will be a key focus. User growth there has been so remarkable that TikTok decided to move up the launch of TikTok Shop from late 2023 to H1 2023. Kwai is now a significant rival to TikTok. It has been quietly amassing users in the background.

That's 130 more than second place, which is Indonesia. Jonah Goodhart (05:10):. Remarkable. Paul Verna (05:10):. Google Translate interface for Papua New Guinea must have a pretty extensive pull-down menu. Jeremy Goldman (05:16):. Oh my God, that's intense. Marcus Johnson (05:18):. It must be a nightmare when you're there trying to speak. "Do you speak... We don't speak the same. Okay, how about you?