蘑菇AV

Our Christmica gift shopping as we call it in my mix household. So as I was shelling out dollars upon dollars, it occurred to me or I decided to ask ChatGPT the question of who in the world or where in the world do they spend the most on Christmas gifts? I did ask for Christmas.

Levi鈥檚 delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

This year, TikTok will pull in 22 times the ad revenues of fellow fast-grower Mercado Libre($1.02 billion), but Latin America鈥檚 largest ecommerce retailer will rapidly ascend the advertising ranks in the coming years. Amazon will get a growth boost from its OTT video service.

On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

Domestic retailers in smaller markets, like Canada, have been slow to develop ecommerce channels, resulting in Amazon's dominance. Canada鈥檚 lag was acute in the past decade, especially versus the US. Though domestic retail has now developed advanced ecommerce channels, Amazon鈥檚 outsize share of sales persists. Survey says: Thumbs up for retail media.

It will be another turbulent year for social media in Latin America. As the number of users nears 400 million, declines at Facebook and Twitter will have profound, long-lasting implications for the region鈥檚 two biggest markets: Brazil and Mexico.

Netflix鈥檚 Q4 revenues rise 16%: Record 19M new subscribers boost ad-tier uptake and live sports engagement.

Chipotle and Taco Bell鈥檚 same-store sales grew around 5% in Q4: Chipotle鈥檚 smoked brisket and Taco Bell鈥檚 nostalgic menu items proved to be customer magnets.

India has 22 official languages, which makes production of original content more complex than in regions like Central or Latin America, where many countries share the same language.

Retail media platforms like Amazon offer many of the same benefits that social platforms do, including a large and engaged audience, targeted advertising, and ecommerce integrations. A burgeoning list of companies are throwing their hats in the ring in the US, Europe, and Latin America; the threat of retail media to the social platforms鈥� future ad revenue growth cannot be ignored.

Because if you're on a Costco property, you're most likely a Costco shopper, but not the category shopper. Depends on if they're onsite or offsite. But then there are the ones that they're trying to win back, which are the lapsed customers. Then there are the ones that they know have left, recently left, or are in the process of leaving and all the signs are pointing towards that.