蘑菇AV

ChatGPT's shopping tool threatens retail media revenues: Its product search could siphon ad dollars from retailers struggling with tariffs, higher prices, and weak demand.

But diving into advertising can help the company diversify its revenues and give it a needed boost, We forecast FMN ad spending will jump 103.11% YoY in 2025, hitting about $710 million.

AXON鈥檚 performance is pulling in spend across gaming, ecommerce, and connected TV, giving AppLovin a foothold in markets far larger than its original mobile gaming roots. What could trip things up? Regulatory risk, geopolitical volatility, or platform gatekeepers like Apple shifting their rules pose threats to AppLovin鈥檚 growth flywheel.

With Amazon accounting for 76.7% of the US retail media industry鈥檚 $60.81 billion in ad spend, smaller retail media networks (RMNs) have to innovate to differentiate themselves in the longtail of the marketplace.

The decline in main media spend reflects pressure to deliver results immediately鈥攂ut as Dan Gee of Media Futures Market noted, balance is key. Brands that neglect long-term brand building in favor of performance-only tactics may struggle to maintain relevance. Even as overall budgets dip, AI and personalization are emerging as bright spots.

The initiative aims to get customers to pay with all of PayPal鈥檚 payment solutions鈥攆rom debit cards to buy now, pay later鈥攅verywhere they shop. Debit card TPV grew 64% YoY in Q1, and the number of Venmo and PayPal debit card users shot up almost 80% YoY. BNPL volume grew more than 20% YoY in Q1, and its monthly active accounts that use the service increased 18% YoY.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

This growth is mirrored in the US, where our forecast expects influencer marketing spending to rise 15% YoY in 2025, outpacing both social ad growth (12.8%) and overall digital ad growth (11.8%). As holding companies like Publicis Groupe and Havas race to acquire influencer marketing agencies, Omnicom鈥檚 Creo move shows it鈥檚 betting on internal unification rather than outside acquisition.

Methodology: Estimates are based on the analysis of various elements related to the ad spending market, including macro-level economic conditions, historical trends of the advertising market, historical trends of each medium in relation to other media, reported revenues of major ad publishers, estimates from other research firms, data from benchmark sources, consumer media consumption trends, consumer device

Our take: 鈥淎s competitors brace for volatility, Mercado Libre鈥檚 multibillion-dollar bet on Latin America鈥檚 ecommerce potential offers a powerful buffer against economic headwinds, reinforcing its position as the region鈥檚 undisputed ecommerce leader,鈥� said Matteo Ceurvels, 蘑菇AV principal analyst for Latin America and Spain.

While Reddit鈥檚 advertising growth is slowing compared with 2024, it鈥檚 still positioning itself as a serious player for SMBs who want alternatives to traditional social platforms. These updates are meant to lower the barrier to entry by reducing campaign setup time and improving signal quality鈥攂oth key for advertisers working with limited budgets.

Without de minimis, those businesses are now on more equal footing with their domestic counterparts, although the agile supply chains of the largest Chinese ecommerce players will continue to offer an advantage. The crackdown will also affect Amazon, which uses the exemption to offer ultra-low prices on its Amazon Haul marketplace.

Compared to platforms like Instagram, Facebook, TikTok, and Snapchat, X has minimal ad spending share. X鈥檚 total ad revenues are small despite the gain. The platform is leagues behind other digital channels鈥攊ndicating that political favor can only go so far in helping the company get back to where it was pre-Musk.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.

Use this chart: Marketers can use this chart to consider the role of retail media in their strategies, and how reaching consumers at the point of purchase can benefit other channels like influencer marketing and CTV. Related 蘑菇AV reports:. Retail Media Forecast Report Update: Diversification Drives a New Phase of Growth (蘑菇AV subscription required).

Amazon鈥檚 share of ecommerce channel ad spending will decline by about a point this year and next year, then slide a bit further in 2025, to 75.1%. Competitors鈥� off-site growth will drive this shift.

Click here to view our full forecast for US livestreaming retail ecommerce buyers. Livestreaming ecommerce isn鈥檛 as big in the US as it is in China, but it has proven to be tenable. Its popularity in China, where 47.2% of digital buyers will be livestream buyers, remains unmatched.

Digital channels like social media and paid search effectively engage target audiences and have a measurable ROI for increased marketing precision. Implementing a multi-platform advertising strategy to diminish platform-specific risks and avoid being overly dependent on any single channel will be critical, especially in light of a possible TikTok ban.

Younger consumers are increasingly turning to these services, and FAST options like the Roku Channel, Pluto TV, and Tubi account for a higher share of US TV use (4.3%) than Peacock, Max, and Paramount+ combined (3.7%), per a Nielsen Gauge report, indicating these channels are gaining value.

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.

OOH surges past $9B in ad spend: Programmatic DOOH and social amplification make OOH a performance-driven tool for modern advertisers.

Instacart adds AI-powered tools for advertisers as ad growth slows: The new features make it easier for brands to create and optimize campaigns.