蘑菇AV

On today鈥檚 podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.

US digital commerce platforms will process $471.37 billion of their own payments by 2026. As a result, they鈥檒l enjoy stronger customer relationships, added revenues, and cross-sell synergy.

At Cannes Lions 2025, commerce media partnerships once again reigned supreme. Once the domain of digital shelf tactics and retail data, commerce media is now reshaping how brands show up across social platforms, connected TV (CTV), and in-store displays. This year鈥檚 festival offered a glimpse into a more integrated, AI-driven future鈥攐ne where conversational ads, programmatic pipes, and real-world touchpoints blur the lines between media and purchase.

China is a global leader in online shopping, with high digital buyer and retail ecommerce penetration. Shoppers are comfortable buying luxury goods online and embracing livestreaming commerce.

叠谤补锄颈濒鈥檚 digital economy is rapidly evolving, fueled in part by ecommerce growth. Our three-report collection explores key trends and opportunities shaping 叠谤补锄颈濒鈥檚 commerce landscape in 2025.

Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating 鈥渁 once in a career window to reorient your business to the opportunity,鈥� according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.

To keep pace in a complex landscape and meet increasing demands from advertisers, commerce media players need to invest in fresh channels, tools, and innovation.

Regulation will disrupt some digital players, while retail media and genAI adoption will create opportunities across advertising and commerce.

GenAI and social are set to heavily influence the UK commerce and advertising landscape in 2025, while thrifty consumer behaviors persist and video viewing shifts to mostly digital.

Travel companies leveraging first-party data to power proprietary ad networks are establishing a presence in the commerce media landscape. Advertisers can enhance their digital strategies by incorporating travel into the commerce media mix.

Fubo pioneers interactive TV ads: New formats aim to move commerce from second screens to big screens with seamless shopping experiences.

Digital wallets鈥� transformation into commerce enablers speeds up. We make a case for digital-only consumer credit cards. And we see a new threat that BNPL poses to credit cards.

Digital commerce platforms are leaning heavily into payment processing to grow revenues and enhance customer engagement. But it鈥檚 still early innings: They are ripe for payment provider partnerships that can evolve as the platforms grow.

Digital commerce platforms will process $375.57 billion in customer payments in 2024.

FMNs are a small but burgeoning part of commerce media, offering valuable first-party transaction data. Despite their promise, FMNs face scale limits due to data sensitivity and must find ways to shift audiences toward commerce-focused behaviors.

The insight: Nearly half of US and UK consumers admit to abusing retailers鈥� returns policies in the past 12 months, according to a survey conducted by The Harris Poll for digital commerce platform Forter. That shows some restraint, considering over two-thirds say that retailers make it easy to do so.