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TikTok aims to generate $20 billion in sales via TikTok Shop, and is expected to launch its own US ecommerce store soon. The platform is also leveraging new search features to become a hub for retail ecommerce. TikTok is also pushing new AI ad tools, and getting involved in a host of new media ventures. Here鈥檚 what the platform has been up to over the past month.

Brazil is the only Latin American country that will make it onto the list of the 10 biggest spenders, at $7.72 billion, but marketers should still keep an eye on the region because of its rapid growth. More like this:. Get ready for ads in the Microsoft Store. As it enters its 'year of efficiency,' Meta tries to regain its focus.

The company already runs a music app called Resso in India, Brazil, and Indonesia. TikTok teamed up with Ticketmaster and now enables users to discover events and buy concert tickets through the app. The combination of social video feeds and streaming music on demand is a one-two punch that could augment TikTok鈥檚 dominance in user engagement and create a super app.

He is on our retail and e-commerce desk. Senior analyst coming to us from New York City as well. What's going on, Blake? Blake Droesch:. Hey, Marcus. How's it going? Marcus Johnson:. Hey, fella. Very good, sir. Very good. Okay, what do we have in store for you folks? Well, we have our story of the week. We'll talk about SearchGPT. We move to a game. We end with some random trivia.

I think the UK is quite interesting because the UK's actually a very mature e-commerce market and in terms of penetration, e-commerce as a percentage of total retail sales, it's actually ahead of the US. But I think as Paul mentioned, it perhaps comes down to scale.

In Threads鈥� first week, 33.5% of app downloads came from India, followed by Brazil (22.5%) and the US (16.1%), according to data.ai.

Worldwide sub OTT viewership will grow 3.5% in 2025 thanks to a decent bump from major population centers like Indonesia, Brazil, and India. But most countries won鈥檛 reach even that modest mark, as sub OTT鈥檚 core markets (in North America and Western Europe) are extremely saturated and won鈥檛 see many new viewers.

We outlined the five possible growth areas for TikTok in August, which predicted its entry into ecommerce, streaming music, gaming, online learning, and search. Little did we know that TikTok鈥檚 expansion plans in all these areas were already well underway. TikTok is considered the go-to platform for discovering new music, which has propelled obscure songs into the Billboard 100 and Spotify Viral 50.

At 5:14, it is second highest in the world behind Brazil and the Philippines (both at 5:26). South Africa leads the region in music/audio penetration. At 82.8%, the country leads by nearly 6 percentage points (UAE follows at 76.4%). South Africa spends at least 30 minutes more watching broadcast TV than the rest of the region.

Just as China leads the world in ecommerce as a share of overall retail, it also leads in digital advertising as a share of total media advertising. It will hold that perch for the remainder of our forecast period, although by 2027 the US will have gained on China and the UK, and all three will have a digital share in the mid-to-high 80s.

Peter Newman:. ... to an e-commerce site. So that's where the measurement difficulty comes in. Marcus Johnson:. Yeah, absolutely. Max, what's your take here? Max Willens:. So I feel like e-commerce search was always destined to be more atomized. I mean, even though Amazon does sell something close to everything, people are specialized and our picky about the particular goods that they want.

We expect traditional media to bounce back to 2019 spending levels next year in Argentina and Brazil. The same will occur in 2025 for Chile, followed by Colombia and Mexico in 2026. Peru will be the only country where traditional media ad spending won鈥檛 recover to pre-pandemic levels by the end of our forecast period.

Zoom out: Roku's partnership with the NBA to launch a free streaming sports channel and content hub, alongside deals like Amazon's WNBA broadcasts and Peacock's exclusive NFL game in Brazil, underscores the aggressive expansion of streaming services into sports to attract viewers and advertisers. Sensing an opportunity, Fox, Warner Bros.

Ecommerce. Maturity and Iteration. Walmart鈥檚 digital sales channels were slow to gain momentum until the pandemic forced retail to move online in early 2020, despite the more than two decades of experience it has in ecommerce. Still, Walmart emerged as a substantially larger ecommerce player.

Indonesia will retain its position as the country with the third-largest number of TikTok users, behind only the US and Brazil. By 2026, Douyin users will reach 901.4 million鈥攃losely approaching WeChat鈥檚 903.6 million. Since its launch in 2016, Douyin鈥檚 user growth has remained resilient.

For the lead, Ryan, how can in-store audio upgrade the shopping experience? Ryan Mayward:. Well, our customers are omnichannel customers now, right? They're interchangeably using the shopping app and going into the store. They're using the app in the store.

So this chart here shows that I think there was our eMarketer e-commerce survey found 26% of US adults pay for Walmart+ membership. For Amazon Prime, it's over 65%. So that's quite a massive gap, and Walmart's going to have to do a lot of legwork to catch up, especially when you consider the share of e-commerce sales that they have.

The one-on-one sessions would be tailored to your unique retail and e-commerce business, providing a deeper understanding of the most relevant and timely research that affect your growth goals. Visit insiderintelligence.com/analyst access to find out how you can book your interactive presentations on retail media networks, CBGs and more. Kelsey Voss:.

Chubb鈥檚 Nubank partnership gives it easy access to the bank鈥檚 75.2 million customers in Brazil鈥攁lmost half of the adult population. Users organically become aware of its term life insurance offering in the context of using Nubank鈥檚 app. The consideration cycle is much shorter when coverage is offered at the exact time and place it鈥檚 needed.