Ä¢¹½AV

Latin America’s digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region’s digital economy to new heights, the runway for growth remains long.​

In the US, for example, our forecast shows 86% of computer sales are now online. Tactile categories: Lower online channel share is typically seen in categories with a strong tactile component, like apparel, beauty, or grocery.

On Monday, the US and China agreed to halt reciprocal duties for 90 days, cutting tariffs down to 30% on most Chinese goods and 10% on US goods. Negotiations will resume in coming weeks, Treasury Secretary Scott Bessent said. Ad support: The rollback includes cutting the de minimis tariff on low-cost goods from Chinese and Hong Kong to 54%, down from 120%, reducing losses for Temu and Shein.

Go further: Read our report, Impact of Tariffs on US Businesses.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

Mobile now accounts for close to half of total US retail ecommerce sales, according to our October 2024 forecast, and that figure is on the rise. Key stat: Temu’s popularity has shaken up retail. 57% of US consumers have shopped at Temu, according to Omnisend data cited by Just Style. 43% have shopped with Shein, the same survey found.

Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.

Consumers stick with Instacart amid uncertainty: The delivery platform’s orders jumped 14% in Q1 thanks to its Uber partnership and a lower minimum for Instacart+ members.

This sector is likely to feel the tariff pinch given that the vast majority—97%—of clothing and shoes sold in the US is imported, with China and Vietnam accounting for 54.1% of US apparel and footwear imports last year, per data from the US International Trade Commission.

Follow us on Instagram. Episode Transcript:.

Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.

Online resale merchandise value will reach $40 billion in the US by 2029, at a compound annual growth rate (CAGR) of 13%, according to March data from thredUP.

The US search ad market will reach $143.13 billion in 2025. Google's market share decreased from 63.9% in 2015 to 52.2% in 2025. Average consumers use five different platforms for search. Social platforms like Meta AI could easily surpass ChatGPT in monthly users. Myth 2: Only the biggest players will succeed. Reality check: Significant growth opportunities exist beyond Google, Meta, and Amazon.

Go further: Read our report Impact of Tariffs on US Businesses.

The finding: Nearly three-quarters (72%) of US direct-to-consumer (D2C) shoppers say delivery speed is their top priority when deciding where to shop, per a new survey commissioned by Radial. Product availability (66%) and free or easy returns (63%) followed closely, while traditional D2C brand differentiators like quality (32%) and brand values (38%) lagged far behind.

Follow us on Instagram. Episode Transcript:.

We estimate ChatGPT will have 77.1 million US users this year—representing nearly 66% of genAI users—which gives it a significant head start in reach, visibility, and potential merchant appeal. Our take: Moving into ecommerce is a logical—and potentially game-changing—next step for OpenAI.