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UK consumers have a voracious appetite for digital video content, but the cost-of-living crisis is boosting ad-supported options, particularly broadcaster video-on-demand services. Netflix鈥檚 pivot to an ad tier, meanwhile, may have legs.

US grocery ecommerce sales will grow 17.4% in 2024 to total $219.04 billion, according to our forecast. Meanwhile, UK grocery ecommerce sales will grow only 5.1% to total $37.06 billion in 2024. 鈥淎t the end of the day, consumers in the US enjoy the conveniences of delivery, but they鈥檙e not necessarily willing to pay an exorbitant fee,鈥� said our analyst Blake Droesch, emphasizing the perceived value of Walmart+ and Amazon Prime memberships to these shoppers.

It鈥檚 a different story in the UK. Although food inflation is also driving up grocery ecommerce sales in the UK, the number of people buying groceries online will fall 2.9% to 29.5 million in 2023 as older shoppers return to stores. That means grocery will lose share of digital buyers, although at 61.1% it remains much higher in the UK than in France or Germany. What are the implications?

For example, hundreds of UK Amazon workers on Wednesday staged their first-ever strike. The retail giant failed to 鈥済ive workers a proper pay rise,鈥� said Stuart Richards, senior organizer of the GMB Union, in a statement. Amazon in December had offered workers a 50 pence-per-hour increase in pay.

Zara bets on live shopping following China success: The fast-fashion retailer is expanding its live commerce capabilities to the US, UK, and Europe.

Amazon-owned Whole Foods is in expansion mode: While its parent company looks to cut costs, the high-end grocer sees an opportunity to attract consumers as they return to in-store shopping.

It already allows cross-border sellers on other versions of its service, including in the UK, Vietnam, Malaysia, and Singapore. The broader context: TikTok鈥檚 push into social commerce makes sense given the way in which its platform has become enmeshed in the lives of consumers鈥攑articularly Gen Z.

Record-high UK grocery inflation is benefiting supermarkets鈥� private label brands, which grew sales by 9.3% in January, compared with just a 1% increase in name brand sales, per Kantar data reported by The Guardian. Kroger said it saw more customers consolidate spending in Q3 because of the value it offered via its owned brands and personalized discounts.

The UK follows suit: 鈥淎s in the US, we鈥檙e seeing [health, personal care, and beauty ecommerce] sales growing fast at 7.6%, and that's versus a 0.6% dip in overall UK ecommerce sales this year,鈥� said our analyst Carina Perkins.

We'll start with our first question, and we're going to start with the Just Walk Out data from Amazon itself. The tech, as we mentioned, it's not exclusive to Amazon Fresh Stores, Amazon licenses it to many third parties. But according to the company, how many third party locations globally employ this technology? So we have 44, 140, or 500, they're your options. I'll ask you the question.

The test is currently limited to a small group of users in the US and UK. Zoom in: The addition of product recommendations to non-shopping content is TikTok鈥檚 latest attempt to fully embed commerce into the in-app experience.

The news: Domino鈥檚 Pizza aims to drive additional revenues by listing its menus on Uber Eats and Postmates apps across 28 markets, including the US, UK, and Canada, per The Wall Street Journal. The pizza company鈥檚 CEO Russell Weiner told the Journal that he hopes the broader exposure will help it generate $1 billion in incremental revenues.

Shein and Temu鈥檚 spending was most notable in the UK and France. Shein increased spending in these regions by 35% MoM, while Temu increased spend by 20% and 40% MoM, respectively. UK advertising is contributing to a spike in app downloads. Shein downloads in the UK have increased 25% MoM, while Temu has more than doubled downloads.

The UK, China, and South Korea led in global ecommerce penetration for 10 years. The UK鈥攏ot China鈥攚as the first to shoot past the 10% milestone in 2012. The early shift to online grocery helped establish the UK as the digital leader in Europe. Even today, there鈥檚 a significant gap between the digital penetration in the UK and other countries across the region.