蘑菇AV

Go further: For a deeper dive into the wide-ranging implications of the Trump administration鈥檚 trade policies on brands, retailers, and media players, read our report, 鈥淚mpact of Tariffs on US 叠耻蝉颈苍别蝉蝉别蝉.鈥�.

Last week, Amazon made a last-minute offer to buy TikTok, just days before President Donald Trump postponed enforcement of the sale-or-ban law for another 75 days. Reportedly, the bid isn鈥檛 being taken seriously, so it鈥檚 unlikely the deal will go through. However, the deal is worth considering because it shows how Amazon is trying to maintain its status as the top retail media network and ecommerce retailer in the US.

Meta enhances its retail media tools: New APIs and ad formats aim to drive in-store and ecommerce sales while offering retailers better attribution data.

The company demands AI-driven workflows while offering only self-led training, risking burnout and backlash from a workforce already bracing for cuts.

US affiliate marketing ad spending will grow by double digits over the next two years and top $15 billion by 2028, according to 蘑菇AV鈥檚 forecast. As spending grows and shopping behaviors shift, we spoke with Harris about how brands can build affiliate programs that prioritize performance and trust.

Smaller sales can produce big results: Once again, Amazon is using category-specific sales events to drive increasingly cautious consumers to spend.

Click here to view the full US Social Commerce survey crosstabs. Smartphone shopping is on the upswing. We estimate that over 78% of consumers will use a smartphone in 2025, and mobile will account for nearly half (46.1%) of ecommerce sales. That marks a steady shift toward smartphone-driven shopping. Click here to view our full forecast for US retail mcommerce sales.

Every $1 lost to fraud costs US merchants $4.61, up 47% over prepandemic 2019: That sharp rise underscores the growing challenge of fighting fraud without compromising the customer experience.

Ecommerce sales were a bright spot for all three companies鈥攊ndicating that convenience is a crucial component of retailers鈥� value propositions. Walmart鈥檚 US ecommerce business jumped 22% YoY, buoyed by the growing selection of products and brands on its marketplace and its investments in faster delivery.

Over a quarter of consumers (27.2%) have subscribed to a company offering prescription medications, according to our December 2023 US Digital Health survey. Regulators are starting to scrutinize some D2C pharma initiatives. Four US senators requested information from Eli Lilly and Pfizer regarding the manufacturers鈥� relationships with contracted telehealth prescribers.

But now what people are telling us is they're expecting their income growth to weaken. We have two thirds of people expecting unemployment to go up in the year ahead, and that's the worst we've seen since 2009.

Luxury brands are grappling with downturns in the US and China, the largest markets for personal luxury goods, and will have to seize opportunities for growth from new markets and product innovation.

Internal inventory: Some smaller retail businesses or manufacturers that rely on goods from China, Vietnam, or Taiwan may struggle to pivot production to the US. On the flip side, local artisans that source materials from within the US and companies that buy used inventory may be better off.

Early assessments from our forecasting team indicate that the likelihood of a US recession is rising well above the previous 20鈥�30% range, driven by weakened consumer confidence, stalled investment, and potential retaliation from global trade partners.

Go further: Read our FAQ: How Trump Tariffs on Latin American Imports Will Affect US Brands.