蘑菇AV

X poised for ad sales growth for the first time under Musk: While we forecast sales being up 17.5% this year, the platform still has a long way to go.

Ad revenues outlook declining amid economic uncertainty: The latest Magna ad sales forecast indicates several factors are at play in the downturn.

Gen Z will let bots do their shopping. AI shopping agents will gain traction among younger demographics through initial deployment in ecommerce platforms, digital assistants, and browser extensions. AI agents will exacerbate genAI鈥檚 risks.

Go further: Read our Retail Media Forecast Report Update and Retail Media鈥檚 Off-Site Imperative.

Go further: Read our latest Social Commerce Forecast.

Programmatic DOOH is a key growth driver, projected to grow 23% this year after 34% growth in 2024, according to our forecast. Programmatic DOOH will reach $1.23 billion by 2026. According to our forecast, total US OOH ad spend is forecasted to hit $10.48 billion by 2028, with consistent growth ranging from 3% to 4.8% annually. Why it matters:.

US ad spending faces a slowdown: Economic uncertainty, tariffs, and inflation are prompting advertisers to cut budgets, with 2025 ad growth forecasts declining.

Beyond traditional ecommerce, the retailer sees GameChanger, its profitable SaaS platform for youth sports, and the Dick鈥檚 Media Network as key long-term growth drivers. The retailer says that while it is still early days for its retail media efforts, results have been promising.

On today鈥檚 podcast episode, we discuss why Netflix viewers are spending less time on the platform, how the free ad-supported streaming players are getting on, and how a less discussed social platform has fast become one of the places Americans spend most of their social media time. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Director of Forecasting, Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

Best Buy had forecast those sales would be flat to down 3%. In the US, Q4 comparable sales rose 0.2% YoY. Our take: While uncertainty looms over many retailers' forecasts this year, Best Buy is especially vulnerable to shifting macroeconomic conditions. Tariffs and a broader consumer pullback on discretionary spending pose significant challenges for the computer and consumer electronics sector.

BNPL will count more than 100 million users by 2027. Its high-growth days are in the past, with both the number of BNPL users and overall payment value decelerating. But it remains an important financing tool for consumers and has a long runway ahead: BNPL payment value will account for just 1.4% of overall retail sales in 2025, per our forecast.

US ad spend on financial media networks (FMNs) will more than double in 2025 and again in 2026. But with just $710 million projected in US ad spend in 2025, per June 2024 蘑菇AV forecast, FMN ad spend will be 18 times smaller than retail media network (RMN) ad spend.