蘑菇AV

Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.

In 2024, a perfect storm of technology, business, and consumer behavior trends will conspire to intensify the challenges of protecting brands on digital media.

Latin America sees livestream ecommerce explode: We unpack the opportunity in the region as outlined in our recent deep dive.

The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn鈥檛 clear that shoppers will follow.

The capability should help boost Pix鈥檚 in-store volume, serving as a roadmap for the US鈥檚 FedNow to boost retail adoption

Trump鈥檚 tariff proposals will eat into consumers鈥� discretionary spend: The price of goods such as shoes, toasters, and mattress and box springs will soar under the across-the-board tariff plan.

Shoppers are less willing to wait when everyday goods are locked up. For example, 53% of shoppers will wait for assistance if bath and body products are locked up and 56% will wait for makeup and cosmetics, compared with 74% for consumer electronics. Our take: Retailers鈥� efforts to rein in retail theft may have an outsize effect on their short- and long-term business.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.

It's the ecommerce giant鈥檚 first credit card but likely not the last as it competes with Amazon and other ecommerce sites

Digital ad spend in Latin America is set to reach 56.4% of total ad spend in 2025, per 蘑菇AV鈥檚 forecast. As the region鈥檚 digital landscape matures, media quality, and performance are becoming top priorities for advertisers.

Mastercard, for example, partners with Citi to provide cardholders with detailed purchase information directly to their bank app and participates in open banking ecommerce payments in Europe. It also continues to develop new data-driven services and solutions powered by generative AI (genAI). Issuers face threats amid a cloud-based opportunity.

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

The boom times for ecommerce and retail have largely passed. 鈥淚t鈥檚 going to be harder [for retailers] to identify pockets of growth and opportunity. But, the good news is that it鈥檚 not going to be that roller coaster of demand fluctuations that has been challenging for retailers to navigate over the last couple of years,鈥� our analyst Blake Droesch said.

The retailer plans to expand its physical footprint by opening 500 to 600 shops across Asia, Latin America, and Europe in the next few years. On Monday it teased a potential collaboration with Beyonc茅 in an Instagram post featuring the caption 鈥淚NTRODUCING: A New Chapter.鈥�