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With brand loyalty already on shaky footing after the supply chain challenges early in the pandemic, companies like P&G have to tread carefully to avoid angering shoppers and hastening their turn to cheaper brands. This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry.

This year, over a fifth (21.7%) of the world鈥檚 population will be users of TikTok or its Chinese counterpart, Douyin. However, a potential ban could hurt future US growth. Use this chart:. Effectively distribute budgets for social media ad campaigns. Evaluate ad strategy in the event of a US TikTok ban. More like this:. Global Social Media Update 2023 (Insider Intelligence subscription required).

True, according to VML鈥檚 The Future Shopper report. October 1, 2024. Levi鈥檚 latest collaboration involves an artist with a song about jeans. Who is it? A) T-Pain B) Lana Del Ray C) Neil Diamond D) Zac Brown Band E) Beyonc茅. The campaign follows the release of 鈥淟EVII鈥檚 JEANS,鈥� one of the best songs off of Beyonc茅鈥檚 COWBOY CARTER.

So Gatorade has launched an omnichannel loyalty program and also the idea is that it's also going to boost its D two c e-commerce site. Now, I'm not saying that this D two C site is going to be uber successful, but what I think is interesting is the loyalty part of things.

Display ad spending accounts for an increasing portion of ecommerce channel ad spend, a large subset and close proxy of retail media, though search is also growing steadily. Just like with overall digital display, expect retail media to double down on video, with Amazon and The Kroger Co. both focusing on CTV ads. Learn more about how to seize the retail media opportunity in our 鈥淎ttention!鈥�

TikTok is currently facing potential bans in several states amid growing concern about the app鈥檚 ties to China and impact on teen mental health.

Ecommerce payment preferences vary country by country, but digital wallets now lead in Denmark, Germany, Ireland, Italy, Spain, and the UK, giving them the biggest overall share of European ecommerce transaction values, per a March 2023 report by FIS.

Chinese hardware dominated. Although Chinese smartphone makers and infrastructure providers have attended MWC for years, their large presence at this year鈥檚 event highlighted the increasing split between the US mobile ecosystem and the rest of the world. AI had a large presence.

Why it鈥檚 worth watching: Several central banks, including those of China and South Korea, took measures to disinfect banknotes at the onset of the pandemic. At the time, many feared banknotes could carry the virus, though data has since emerged showing low risks of transmission. But cash can carry harmful pathogens like E. coli鈥攚hich may make solutions like Spectra鈥檚 appealing.

Before this, consumers had to wait for Temu's very cheap products to come from China, warehouses in China, but the warehouses bring Temu back onto our list after it fell off last month. Any thoughts from the crew? Arielle Feger:.

In May, the Canadian Security Intelligence Service (CSIS) director David Vigneault told CBC, 鈥淭here is a very clear strategy on the part of the government of China ... to be able to acquire ... personal information from anyone around the world.鈥� Advertisers are paying close attention to the outcome, which could force budget expenditures elsewhere. X marks the losses.

Chinese residents in every major city across China are protesting against monthslong lockdowns, mass-testing campaigns, and calls for President Xi Jinping to step down. Anti-government sentiment and protests are rare in China and could be deemed as seditious, which is punishable by prison. Analyst take: 鈥淧eople in China have been very patient with COVID lockdowns during the past three years.

In countries where adoption is highest (e.g., Brazil, India, China, and South Africa), trust is also highest. More than 90% of respondents said they were comfortable with some AI involvement in managerial decision-making at work, per KPMG. Workers are concerned about generative AI. There is a large gap between awareness of generative AI risks and mitigation.

A partnership with ecommerce platform Shopify lets merchants develop marketing programs aimed at driving social commerce. Launched last year in Canada and other markets, the partnership allows Shopify merchants with a TikTok Business Account to access platform features so they can promote their products and generate traffic to their ecommerce sites.

We start with our senior analyst covering everything retail and e-commerce. Based in New York, it's Blake Droesch. Blake Droesch:. Hey, everyone, good to be here. Marcus Johnson:. We also have someone with the same title and the same area of coverage, but they are based across the pond in the UK on the South Coast. It's Carina Perkins. Carina Perkins:. Hi, Marcus. Thrilled to be back. Marcus Johnson:.

TikTok, she notes is focusing on livestream commerce and end-to-end shopping experience after its sister app hand success with this strategy in China. And Pinterest meanwhile is heading down the same path as Meta with shoppable advertising. Jasmine, your take on this piece. Jasmine Enberg:. TikTok is kind of going where no social app has gone before with TikTokShop.

The chipmaking giant is appealing for its government to shore up production on key manufacturing equipment to better compete with the US and China.

Chinese automaker BYD was the top passenger electric vehicle (EV) brand in Q2, accounting for 16.3% of the units shipped worldwide. US-based Tesla ranked second, with an 11.7% share.

Almost every shipping container is built in China, 97% of them. Finally, about one-third of the world's ship crews have no means of communication whilst at sea. Evelyn Mitchell-Wolf:. Oh, my goodness. Marcus Johnson:. Even worse than that, only 10% have any kind of internet. My God, they have to talk to each other. Yuck. Evelyn Mitchell-Wolf:.

Beyond the chart: The US will hold on to the No. 1 spot for digital ad spend at $278.59 billion, nearly double the total of No. 2 China. 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.

From AI-powered smartphones to virtual shopping assistants, AI is becoming a powerful force in daily digital interactions鈥攔eshaping how people live, work, and shop.

It's not going to be in China. Marcus Johnson (07:46):. True. Gadjo Sevilla (07:46):. It's North America and English only I think once it ships, and it's iPhone 15 Pro and iPhone 16 and Pro, right? So that's a small subset really of Apple users right now. It doesn't mean it's not going to change.

In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.

(Don鈥檛) follow the leader: Earlier this year, Shein flew a group of influencers to China to tour some of its manufacturing facilities with the goal of proving it wasn鈥檛 engaging in unethical or unsustainable business practices.

Losing the US wouldn鈥檛 make TikTok obsolete, as we estimate that about 90% of TikTok鈥檚 global monthly users, excluding China, are outside of the US. But it would mean that TikTok would fall short of the 1 billion worldwide user mark in 2024, as we currently expect. And its audience size isn鈥檛 reflective of the enormous importance of the US market to TikTok鈥檚 business.