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Travel will continue to improve the most as it maintains its post-pandemic recovery. Key Question: How will the promise of an improving economy affect digital ad investments across industries in France? Key Stat: All industries will see strong, double-digit increases in digital ad spending this year. Travel will continue its strong recovery and lead with 18.0% growth. Executive Summary.

France will see stronger growth in digital ad spending than both Germany and the UK this year. Most industries aren鈥檛 contributing to that growth, though, with only travel and retail seeing any significant investments.

However, certain spending categories like travel did decelerate. Mastercard also reported solid consumer spending and overall stable growth despite low consumer sentiment, CEO Michael Miebach said. In April, consumer confidence sank 7.9 points to its lowest level since May 2020, per the Conference Board.

While travel media networks aren鈥檛 new鈥擬arriott has had one for years鈥攖he burgeoning commerce media landscape is ripe for travel and hospitality brands to secure their share of ad dollars.

The news: PayPal will power AI shopping across Perplexity Pro鈥檚 platform starting this summer, allowing consumers to make purchases, book travel, and more without leaving Perplexity鈥檚 interface. Shoppers can ask Perplexity to find products for them and then use PayPal or Venmo to check out.

The AI model excels at controlling web browsers and automating tasks such as restaurant or travel booking and online shopping, per TechCrunch. Nova Act is expected to be the key AI component of the Alexa + voice and smart home assistant. Amazon is following in the footsteps of other Big Tech companies releasing AI agents that are ripe for add-ons to existing products and services.

Plenty of GLP-1 users also adopted a more health-conscious mindset as a result of being on the medication. 37% changed their socialization activities to be more health or wellness-focused. 28% say they鈥檙e more likely to seek out health and wellness travel resorts or activities. The big takeaway: People who take GLP-1s aren鈥檛 satisfied with just medication-induced weight loss results.

Spending in discretionary categories like travel and media fell the most. But economics aside, much of Block鈥檚 issues center on Cash App. The number of Cash App monthly actives has been stagnant since March 2024. Total Cash App inflows grew 7% YoY, versus 17% a year ago. The company attributed the inflows slowdown to fewer people depositing their tax returns into Cash App in February-March.

In nonmetropolitan pharmacy deserts, residents have an average round-trip travel time of 85 minutes to reach a pharmacy. That compares with 53 minutes for residents in metropolitan pharmacy deserts. People in some rural areas face extreme challenges: 87,000 residents in Arizona鈥檚 Apache County have an average travel time surpassing 3 hours to get to a pharmacy. Wait, there鈥檚 more!

But weaker discretionary spending鈥攅specially for travel and restaurants鈥攁lso hurt the segment, per Hau. Grocery and quick-service restaurant volume held up. Clover revenues grew 27% YoY. Clover鈥檚 gross payment volume (GPV) increased 8% YoY, a far cry from 19% a year ago. The deceleration was attributed in part to the leap year bump in 2024 and a later Easter this year, pushing the holiday into Q2.

And travel and entertainment (T&E) billed business shot up 10% YoY in Q4.

Most industries hover near that format split, but travel and healthcare and pharma are major outliers in favoring search:. Travel customers often perform dozens of searches and click on dozens of results before finalizing their plans. Search spending is a priority in that kind of decision-making environment.

That pullback hits hardest in categories like apparel, home goods, and travel, which depend on consumer confidence. At the same time, brands must balance the need to protect their margins against mounting pricing pushback. Without transparency and a strong value story, price hikes can erode trust and loyalty鈥攄emanding agility and deeper consumer insight.

Travel continues to trail other industries. The pandemic significantly affected the travel industry鈥檚 ability to invest in advertising. Digital outlays halved in 2020, and despite an impressive and continued rebound, spending hasn鈥檛 caught up with that of other industries.

The boycott extends to travel: Nearly half (48%) plan to cancel or delay trips to the US. That would be a huge blow to local economies since Canadians spent $20.5 billion in the US last year, according to the US Travel Association.

Services spending is also under serious pressure: Travel demand and restaurant spending are both tanking as slumping confidence saps consumers鈥� desire to splurge. Our take: Consumer spending has been resilient over the past few years as rising incomes and a growing economy helped offset inflationary pressures.

The details: The four-day sale is designed to give shoppers more time to explore deals across 35 product categories, including offers from new-to-Amazon brands such as Away Travel and Unwell Hydration. Amazon is introducing 鈥淏ig Deals鈥濃�攍imited-time, themed offers that will drop nightly at midnight PDT to drive ongoing engagement.

Meituan鈥攁 multiservice ecommerce platform akin to DoorDash, Uber, Expedia, and Groupon rolled into one鈥攚ill be No. 1 in ad revenue growth in 2025 as consumer appetites for deals on travel and restaurants increase. At the same time, Baidu鈥檚 ad revenues will decrease 4.9% due to traditional search鈥檚 struggle as consumers turn to digital commerce and video content.

Retail, telecom, and travel and leisure declined. The company maintained its full-year guidance for 2025. Zooming out: The company鈥檚 Q1 results were driven by the loss of major clients and missing the mark with new products. WPP recently lost Coca-Cola鈥檚 US and Canada media business to Publicis Groupe, though it retained global media duties.

It also reported that the top sectors with advertiser interest are consumer goods, entertainment, automotive, and travel and tourism. These sectors are driven by innovative ad formats, personalized targeting, and performance measurement. The vast majority of gaming ad spending is mobile. Our forecast for the US shows that mobile accounts for 90.9% of total gaming ad spending.

Chase launched Travel Now, Pay Later in July, an installment offering for its travel cards, which first rolled out with the Marriott Bonvoy Bold card. And in September, Citi made Flex Pay available on its travel booking platform, without its usual fees or interest. Synchrony also made its Pay Later option available directly in Apple Pay in January.

Singapore鈥檚 retail sector is weighed down by high inflation, cautious spending, and a delayed tourism recovery. Retail sales growth in Singapore slowed from 2.8% in 2023 to 1.9% in 2024, reaching $37.13 billion, while retail ecommerce sales growth slipped from -0.5% to -1.7% during the same period.