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Read the full report, Worldwide Retail Ecommerce Forecast 2024 Midyear Update.

How will tariffs affect international ecommerce? Trump鈥檚 punishing tariffs on Chinese imports could significantly impact Chinese retailers like Temu and Shein, which rely on low-cost goods to compete in the US.

Indonesia dominates the region鈥檚 ad spending as digital surges. It accounts for 29.1% of the total media and 26.2% of total digital ad spending in Southeast Asia. Digital ad spending in Indonesia will increase 12.1% YoY to reach $1.16 billion. What do these forecasts mean for marketers in India and Southeast Asia? India is becoming an exciting growth market.

Geographically, Germany, Turkey, and China bore the brunt of attacks, while Hong Kong and Indonesia led attack sources. Key takeaway: DDoS attacks are only going to get worse. For marketers, a surge in cyberattacks can cause downtime that tanks campaign performance and reduces customer trust and revenues.

颁丑颈苍补鈥檚 ecommerce disruptors will get disrupted. Shein, Temu, and TikTok Shop face a reckoning following breakneck worldwide expansion. The crop of mobile-first ecommerce players with roots in China have taken off with consumers around the world.

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.

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.

The most noteworthy holdouts still favoring traditional ad spending are Japan, Italy, India, and Indonesia. To view the full forecast, click here. 颁丑颈苍补鈥檚 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.

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.

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.

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.

Douyin, TikTok's Chinese sibling, is about to become 颁丑颈苍补鈥檚 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.

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.