蘑菇AV

Trump鈥檚 tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

Retail Trends to Watch in 2025 (蘑菇AV subscription required).

Our take: Mercado Libre鈥檚 multibillion dollar investments are strengthening its retail flywheel that includes ecommerce, logistics, financial services, media, and advertising. Those investments will help further solidify Mercado Libre鈥檚 dominance in Latin America. We expect it will account for 30.0% of all online spending in Latin America by 2026, up from slightly less than one-quarter in 2022.

The capability should help boost Pix鈥檚 in-store volume, serving as a roadmap for the US鈥檚 FedNow to boost retail adoption

Go further: Read How the outcome of the US presidential election will affect 3 critical economic factors for retail.

Walmart tests a new locking system to combat retail theft: The retailer needs to ensure its solution isn鈥檛 worse than the problem itself.

As China鈥檚 retail media advertising market begins to mature, off-site channels鈥攊ncluding WeChat and Douyin, TikTok's sister app in China鈥攚ill increasingly drive growth.