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Retail media ad spending in France, Germany, and the UK continues to rise, outpacing all other ad formats. The space is developing rapidly despite fragmentation and a lack of standards.

Online fashion sales growth in France is stabilizing as global competitors capture market share and social platforms become more influential.

K-beauty demand is soaring: South Korea outpaced France as the top source of US cosmetics imports in 2024.

Retail continues to lead digital ad spending in France, though its share is diminishing as other sectors gain momentum. Overall, digital ad spending is seeing strong growth, driven by an improving economy and increasing investments across industries.

What retail and ecommerce categories are most exposed to current and proposed tariffs? Most retail sectors will be affected by increased tariffs, but some are more exposed than others, including the following:. Apparel and fashion. In 2024, the EU exported over €5.0 billion ($5.41 billion) worth of apparel and accessories to the US.

The outlook for retail media ad spending remains bright throughout most of the world, even as ad budgets are increasingly constrained in the face of economic storm clouds.

Brazil’s digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

Brazil’s digital advertising economy continues to thrive, driven by retail media investment, growing video ad spend, and slower social ad spending. This report explores trends shaping Brazil’s digital advertising landscape in 2025.​

The diversification trend is evident when looking at both China’s export data and the actions of some of its largest ecommerce companies. April exports to the US sank 21% YoY in April as the prospect of 145% tariffs forced companies to put orders on hold.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

Our take: While Gucci’s reinvention is underway, it’s unfolding in a climate where even luxury’s most reliable shoppers are starting to pull back. That puts both Gucci and Kering in a tight spot, with little margin for error.