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颁丑颈苍补鈥檚 ecommerce disruptors will get disrupted. Shein, Temu, and TikTok Shop face a reckoning following breakneck worldwide expansion. The crop of mobile-first ecommerce players with roots in China have taken off with consumers around the world.

The service may incentivize more shoppers to pay with the BNPL provider, and it may also bring Klarna key data benefits

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.

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.

This year, streaming services will finally earn more than traditional TV in subscription revenues.

And in the future, it鈥檚 likely that ecommerce will play a greater role in driving revenues, particularly given that short video platforms like Douyin and Kuaishou already have integrated shopping features. Nearly 75% of microdrama viewers are ages 25 to 54, with standalone apps the primary viewing channel.

In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs. Here鈥檚 how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.

igh delivery costs are the No. 1 aspect of online shopping that frustrates adults worldwide, according to H1 2024 data from DHL.

Visa also signed several global fintech deals in Latin America, Australia, and India. Kelly called out Visa鈥檚 co-brand deal with India-based ecommerce giant Flipkart, which counts more than 400 million registered customers, according to Bain & Company. Travel tie-ups. Like rival Mastercard, Visa benefited from strong travel demand last quarter.

The era of tariff-driven trade uncertainty is far from over: A flurry of legal decisions have thrown the administration鈥檚 trade policies into limbo, even as many duties remain firmly in place.

Digital ad spend will grow the fastest in Latin America this year, with Peru leading the pack, according to our forecast. While Argentina and Chile will also rank high by this measure, none of the three countries will crack the global top 10 for total digital ad spend.

Computer and consumer electronics must mount a Prime Day comeback for Amazon to recharge its ecommerce growth. Amazon鈥檚 recent slowdown in ecommerce growth can be attributed largely to soft demand in one of its most critical categories鈥攃omputer and consumer electronics. Computer and consumer electronics is vital to the health of Amazon鈥檚 ecommerce business.

Shein stumbles under UK regulators鈥� scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

Omnicom, meanwhile, is proving it can generate meaningful growth from tools like Omni AI, particularly in performance-heavy areas like ecommerce and CRM. WPP鈥檚 clean room approach is technically sound, but it risks missing the moment if marketers continue to demand identity-based activation that moves beyond anonymized insights.

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

The fintech wants to capitalize on the country鈥檚 rapidly digitizing payments market, but competing against both homegrown and other global players won鈥檛 be easy

It鈥檚 now disrupting social commerce with TikTok Shop, which is especially evident in Southeast Asia. TikTok has had a tumultuous global ascent. The social platform has been banned in India since mid-2020 and now faces an uncertain future in the US. This year, for the first time, its worldwide user growth rate will fall to single digits, per our forecast.

So Ulta is launching a marketplace for select invited brands and they're also adding some more personalization to its e-commerce business. Ulta's new CEO has acknowledged that the company made several self-inflicted mistakes recently and they lost beauty share last year. She's hoping that these changes will help elevate the guest experience. Sara Lebow:.

Mobile wallets are the fastest-growing payment method for ecommerce and point-of-sale transactions worldwide, per March 2024 data from Worldpay. Mobile wallets make it easy for consumers to purchase items at events, where carrying physical cards may be inconvenient. They also reduce friction by removing the need to enter pins or sign a receipt.

Go further: Read our Chinese Ecommerce in the US report.