蘑菇AV

This year, as the digital ad spend outpaces the time consumers are spending on the medium, media companies are leaning into revenue drivers like commerce media while also investing in content that builds community.

It has digital real estate鈥攍ike its travel hub鈥攚ell primed for ads and could leverage data from its mortgage and investment products. Weaknesses. Chase does not have access to brand- or SKU-level data, meaning less precise targeting versus its peers in the payments space.

Despite YouTube鈥檚 implementation of a host of technical updates designed to make native commerce easier, the video platform is not overrepresented in any product categories. It is notably underrepresented in the fashion-related categories. Instagram's social shoppers are fashion-focused. More than half of Instagram鈥檚 social shoppers have purchased clothing while using the Meta-owned platform.

Embracing mobile gives consumers access to a branded experience both online and in-store, while in-store technologies bring the digital world into the physical. To cater to shoppers no matter where or how they shop, brands should also make sure they鈥檙e balancing in-store and online rewards as well as D2C and wholesale commerce.

鈥淚f you want to dominate the digital landscape, you鈥檝e got to win or be a clear leader on the three core pillars: media, advertising, and 肠辞尘尘别谤肠别,鈥� our analyst Andrew Lipsman said during our recent 鈥淎ttention!鈥� summit.

Consequently, many retailers are finding themselves with an increased supply of ad inventory free from the constraints of their finite, on-site digital real estate. The emergence of commerce media will increase the prevalence and practice of non-endemic advertising.

Digital ad giants beat Q1 expectations, but tariffs, regulation, and slowing growth signal choppy waters ahead. This report breaks down which platforms are thriving, which are stalling, and what鈥檚 next for search, social, streaming, and retail media.

"In the space of what amounts to less than two years, we've seen commerce media evolve from an emerging idea to an industry pillar," said our analyst Sarah Marzano during a recent 蘑菇AV webinar.

Without TikTok, live commerce may falter. A TikTok Shop shutdown could significantly impact live shopping's momentum in the US. While other platforms have struggled with live commerce, TikTok found success through:. Integration within its existing ecosystem. Creator-driven content and sales. Seamless user experience. Appeal to younger, video-first consumers. What brands should do now.

Shopping and commerce expansion: Pinterest is evolving into a product discovery engine, giving brands a more intent-driven alternative to social media ad platforms. Our take: Pinterest鈥檚 AI and commerce-first strategy is paying off, but long-term growth hinges on deepening engagement and further monetizing its international user base. AI is reshaping Pinterest鈥檚 ad business.

In the last of five reports in our 鈥淧ayments Ecosystem鈥� collection, we look at what鈥檚 influencing retail sales growth across in-store, online, and social commerce channels鈥攁nd what it means for payment providers.

骋别谤尘补苍测鈥檚 digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals the trends shaping digital spending, retail sales, and more.

滨迟补濒测鈥檚 digital landscape is evolving fast, driven by shifting consumer and media habits and increasing ecommerce adoption. Recent data reveals the trends shaping digital spending, retail sales, and more.

Social commerce does not mean native commerce. Some social platforms remain interested in becoming native commerce platforms. But most have shifted their focus in ways that do not compel brands to surrender customer relationships. Price point matters. Regardless of platform, most social shoppers are spending small amounts of money when they buy something. Brand-led, brand-forward content works.

础耻蝉迟谤补濒颈补鈥檚 digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals trends shaping digital spending, retail sales, and more.

Online platforms dominate secondhand commerce. Platforms like Vinted, which reported a 36% revenue increase in 2024, and Depop, which increased gross merchandise sales (GMS) by 31.6% in 2024, are seeing strong growth as they appeal to Gen Z and millennial consumers. Cross-border commerce. UK cross-border ecommerce is recovering after Brexit disruption.

The news: PayPal and Venmo users can receive early access to Perplexity鈥檚 new browser, Comet, with a free 12-month trial of Perplexity Pro. Our take: Big Tech is betting that agentic commerce is the future of shopping, but consumers aren鈥檛 on board yet: Nearly 70% of US adults are not interested in AI-powered shopping assistants, per a September 2024 蘑菇AV and CivicScience survey. While jostling for future positioning in the market, PayPal, Venmo, and Perplexity need to convince consumers that agentic commerce is a desirable payment option, lest they repeat a metaverse investment flop.

LiveRamp kicked off its fiscal year with strong double-digit revenue growth and a 30% YoY earnings increase, driven by momentum across clean rooms, commerce media, and AI-driven infrastructure. CEO Scott Howe spotlighted Cross Media Insights鈥� early traction, growing adoption in non-retail verticals, and LiveRamp鈥檚 strategic shift to usage-based pricing to reach more SMBs. Netflix integrations continue scaling, despite technical complexity, while ROI remains a top sales focus鈥攈ighlighted by new case studies and a Forrester-backed 300% return benchmark. With 75% of growth still coming from existing clients, LiveRamp is pushing hard to scale new business in a post-cookie, AI-fueled future.

Premium digital platforms could suffer from a shift in advertising mix toward low-cost options. If advertisers respond to budget cuts by impulsively reallocating their ad spending to lower-cost channels like the programmatic open web or even MFAs, premium digital 辫濒补迟蹿辞谤尘蝉鈥攊苍肠濒耻诲颈苍驳 commerce media networks, social networks, and CTV platforms鈥攎ay suffer.

Online fashion sales are stable and growing slowly, but they lag wider ecommerce. Consumers are concerned about sustainability, but price is a bigger priority.

This report analyzes how digital adoption and evolving consumer habits are reshaping South Korea鈥檚 retail, media, and payments landscape.

Like social media did previously, AI assistants are already reshaping how consumers discover new products online and make purchase decisions. These tools can guide consumers from discovery to purchase, threatening to squeeze social media鈥檚 role in (mostly) upper- and mid-funnel commerce behaviors and its ability to monetize that activity.

Gen Zers continue to overtake millennials in several prominent digital activities and platforms, including social commerce, podcasts, and Instagram.