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E.l.f. Beauty strikes $1 billion deal to acquire Hailey Bieber鈥檚 Rhode: The move could reignite slowing growth and boost its appeal to Gen Z and more affluent shoppers.

Just a third of adults in Canada will use mobile peer-to-peer (P2P) payments this year, and adoption will barely grow through 2027. Mobile banking apps and digital wallets must rethink their strategies to capture P2P users鈥攎aking the most of a population that doesn鈥檛 yet have strong P2P brand loyalty.

Platform maturity can speed up adoption, as seen in China's dominance, which is fueled by the close integration of digital payments and ecommerce. Despite having a smaller market share, the US is gaining ground thanks to delivery services, supermarkets, and bargain stores, which suggests that brands are pursuing niche but highly motivated consumers.

Amazon will capture more than half (51.1%) of all retail ecommerce sales in Germany this year, according to our forecast. Canada will have the second-highest share of Amazon ecommerce sales among the countries we track, at 41.5%, followed by the US, UK, Japan, and Mexico.

The Canada-based checkout platform boasts a customer base of 90,000 brands across 170 countries. It should help PayPal bring in greater payments volume, which will in turn boost revenues: PayPal鈥檚 total revenues increased 6% YoY in Q3 2024 to $7.8 billion.

The news: Fiserv will acquire the remaining 49.9% stake in AIB Merchant Services, one of Ireland鈥檚 largest payment solutions providers and Europe鈥檚 largest ecommerce acquirers. Our take: Fiserv has to find innovative ways to grow among a competitive POS landscape, rising softPOS adoption, and pervasive economic uncertainty.

And it made a deal to issue a new co-brand credit card program with Porter Airlines and the Bank of Montreal in Canada. The payment network also pushed crypto payments, remittances, and consumer bill payments during the quarter to boost network volume, Miebach said. The bigger picture: Mastercard鈥檚 volume could suffer if the Capital One-Discover merger goes through.

For example, Affirm expanded its tie-up with Shopify in the UK and Canada, and Klarna partnered with Worldpay, JPMorgan Payments, and Adobe Commerce. Both firms have also partnered with Apple Pay and Google Pay. But individual partnerships are still important if BNPL players want to reach larger merchants like Stitch Fix.

厂丑辞辫辫别谤蝉鈥� affinity for the brand is extending beyond its distinctive shoes: Apparel sales topped CHF 100 million ($113.6 million) in 2024, although they remain a tiny fraction of overall revenues. Looking ahead: On is the rare brand to be optimistic about its 2025 performance. The company expects sales to grow 27% YoY and is encouraged by a strong start to the year.

A major dockworkers strike seems increasingly likely: The disruption will begin October 1, just as several retailers begin launching holiday promotions.

Outside of China and the US, the rest of the world鈥檚 share of retail media ad spend will grow slowly over the next few years, bolstered by markets in the UK, Germany, and Canada. Use this chart: Marketers and media strategists should start expanding budget planning beyond China and the US, especially into fast-growing retail media markets.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Lactalis will acquire the US business and Sodiaal will buy the Canadian unit. The deal, which includes two manufacturing facilities in the US and one in Canada, is expected to close next year. Why is this happening? While General Mills鈥� North American yogurt business contributed about $1.5 billion to its fiscal 2024 net sales, that unit is neither high growth nor high margin.