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On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

Our complete estimates for ecommerce in the UK can be found in this report鈥檚 accompanying spreadsheet. Digital Ad Spending Under Macroeconomic Threats. Given its unique geopolitical position, the UK is particularly susceptible to today鈥檚 macroeconomic pressures. The ad industry hasn鈥檛 felt the brunt of these pressures just yet, but as issues mount, the longer-term outlook might take a downward turn.

Retailers already invest heavily in mobile ads to reach shoppers with brand messages and product offers wherever they are. But mobile ads can also be integrated with online shopping options and in-store contactless payments, improving conversion rates. Travel and financial services need to capture consumers鈥� attention. Both sectors must increase engagement with customers鈥攂ut for different reasons.

TikTok shifts its European algorithm to comply with EU鈥檚 Digital Services Act. The news: TikTok is offering its European users the option to opt out of its signature personalized feed in compliance with the European Union鈥檚 Digital Services Act (DSA),. Opting out will result in users viewing popular global and local videos irrespective of personal interest or viewer history.

The threat of recession is holding back digital ad spending in Germany, particularly in influential industries like automotive. If the worst case can be avoided, though, 2024 offers promising signs for growth.

Ad spending devoted to ecommerce is the reason why the retail industry will account for more than a fifth of total digital ad spending in the UK this year. Proportionally, though, retail ad spending has been in stasis thanks to a dip in ecommerce spending.

Cost, lack of third-party verification, limited on-site ad space, and limited activation options are some of the top challenges brands and advertisers in the US, France, Germany, and the UK face when using retail media networks (RMNs), according to an August 2023 DoubleVerify study.

Becoming Amazon鈥檚 strategic payments partner in the US, Canada, and Europe can help Stripe bolster its processing business.

Kering said that traffic throughout the quarter was 鈥減ersistently weak鈥� as worsening macroeconomic conditions weighed on consumer sentiment and 蝉丑辞辫辫别谤蝉鈥� desire and ability to spend on a $3,800 Gucci handbag.

It's a shopping ecosystem. And you have a Synchrony issued private label card that's an Amazon card, and you have a Chase co-branded Amazon card. So Chase has been writing Amazon's growth for years through that co-brand. Rob Rubin:. Chase is, they were the original card, right? With Amazon? The Synchrony Amazon private label card is newer than the Chase card. Isn't that right? David Morris:.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why livestream shopping hasn't caught on in the US and the UK the same way it has in China, what TikTok is doing to make the US鈥檚 launch more successful than the UK's, and what shoppers are looking for from a livestream. Then for "Pop-Up Rankings," we rank the top four brands that have done livestream shopping well. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

It鈥檚 a large volume opportunity for the BNPL player and helps Klarna compete with. It can also help keep users loyal to Apple as its NFC tech opens up

Their greater population density leads to more retail ecommerce in general, including both home-delivered and collected purchases. Grocery likely leads the way in fueling click-and-collect growth. Although grocery was slower to adopt online ordering than other categories, it鈥檚 now catching up. Click-and-collect fulfillment is used more commonly for these purchases.

For our second story, we're in the European city of Liverpool where TikTok is extending its link with the Eurovision Song Contest.

European regulators intensified their investigations into Big Tech鈥檚 anticompetitive practices: Apple, Google, Meta, and Amazon parried with regulators throughout the year as various countries put tech giants in their crosshairs.

Social media users in select countries (US, UK, Australia, France, and Saudi Arabia) trust brands over influencers when it comes to finance, apparel, and skincare, per an October study from Snap Inc. and IPG Magna. Finance is where this trend is most pronounced.

The BNPL provider added a credit opt-out feature to help prevent consumers from going further into debt

We talk about e-commerce a lot on this podcast and in general, which makes sense. E-Commerce is making up an increasing share of retail sales at 16% this year and 20% by the end of 2028 according to our forecast. But that still leaves at least 80% of sales, US sales specifically taking place in stores, which might be why we're seeing so many stores launch new formats.