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David鈥檚 Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an 鈥渁sset-light鈥� model to expand inventory鈥攁nd ad sales鈥攚hile minimizing expenses.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect鈥檚 new API should help it attract more ad dollars from smaller brands and marketplace sellers.

Walmart enhanced its online marketplace with new capabilities and seller solutions, the retailer announced at its annual Walmart Marketplace Seller Summit this week. Updates include the addition of premium beauty products, expanded fulfillment services, and revamped seller solutions.

Walmart鈥檚 ad revenues grow 28% in Q3: Flipkart drives 50% international growth, while Walmart Connect expands with more marketplace sellers.

Walmart imported fewer goods this holiday season: While that could be a sign that it expects tepid sales, it also reflects the retailer鈥檚 growing reliance on third-party marketplace sellers to broaden its product assortment.

Walmart Marketplace is thriving: Black Friday and Cyber Monday were the two best-selling days on the platform, and those strong results are providing a boost to Walmart Fulfillment Services.

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform鈥檚 underperformance last year.

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.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Ecommerce heavyweights: Amazon and Walmart are well positioned to consolidate gains amid tariff upheaval. The retailers鈥� scale and negotiating power will allow them to shift sourcing more easily than smaller rivals. They can absorb or offset at least some of the tariff impacts with cost reductions elsewhere, allowing them to retain consumers with highly competitive pricing.

Boots鈥� home market has pursued widespread distribution in the US through Walmart, Target, Ulta Beauty, and Amazon, and expanded its brand marketing by partnering with American actress Elizabeth Banks since 2023 to launch new products and build awareness in the US.

That could complicate its ability to keep prices low, opening the door for competitors like Walmart. Go further: Check out our US Amazon Ecommerce Forecast, as well as our latest reports on the Impact of Tariffs on US Businesses and The First 100 Days of Trump.

Low-cost online marketplaces like Temu and Shein have surged in popularity across the US in recent years, and starting today, both retailers have enacted price hikes due to rising import costs As of January 2025, 44% of US adults have shopped on Temu, while 31% have purchased from Shein, according to data from Morning Consult. Competitive pricing is a key draw for consumers.

Although no single player rivals Mercado Libre鈥檚 hold on Latin America鈥檚 ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

Platforms like Amazon, Walmart Connect, and Instacart rely on steady product availability, competitive pricing, and strong shopper demand鈥攁ll of which are now at risk. Tariffs on imported goods, especially from China, are squeezing marketplace sellers鈥� margins, pushing prices higher, and softening demand.

Co-founded by former 360i CEO Jared Belsky, Acadia derives nearly half its headcount, profit, and revenues from retail media and marketplaces. With $400 million in media under management and clients like Biossance, Puma, and Gerber Childrenswear, the agency is deepening its commitment to platforms like Amazon, Walmart, and Kroger.

Mercado Libre, which combines data from its digital marketplace and fintech arm, Mercado Pago, to build richer audience profiles and enable more precise ad targeting across its ecosystem. Rappi and DiDi go even further, operating across retail, banking, and travel.

Walmart is rapidly growing its online marketplace with third-party sellers from China and offering shipping services. Sustained growth demands creative reinvention. With roots in China鈥檚 highly competitive market, Shein, Temu, and TikTok are moving quickly to stay ahead. They are diversifying, forging partnerships, and evolving their business models. Predictions. TikTok Shop is here to stay.

Understanding the nuances of how and where Latin America鈥檚 293.2 million digital buyers spend their money online is key for brands and retailers to succeed in the world鈥檚 second-fastest-growing region for ecommerce.

Walmart鈥檚 ad business fuels operating income growth: Retail media revenues jumped 29% driven by marketplace expansion.

Understanding the nuances of how and where Mexico鈥檚 67.5 million digital buyers spend their money online is key for brands and retailers to succeed in this thriving ecommerce market.鈥�

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.