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The news: Shoppers spent big over the holiday season, especially online. Deep discounts, growing optimism, and the desire to get ahead of potential 2025 price increases loosened consumers鈥� purse strings, contributing to healthy sales growth for the last two months of 2024. US online sales rose 8.7% YoY to a record $241.1 billion, per Adobe鈥攃lose to our projection for 9.0% ecommerce growth.

鈥淭he reality is, we have tons of shoppers with disabilities who we want to make sure are having as good, if not better, of a shopping experience with us as someone who doesn鈥檛 have a disability,鈥� Gayatri Agnew, head of Walmart鈥檚 Accessibility Center of Excellence, said in a company blog post.

They have a podcast that I think is pretty 驳辞辞诲,鈥� said Stambor. 鈥淎nd they release a lot of products that build buzz.鈥�. Cost: While other grocers are leaning into retail media partnerships with media companies, Trader Joe鈥檚 is riding solo. By offering mostly private labels, the company misses out on building its own retail media network.

鈥淲e may even see some retailers get rid of free shipping to offset tariff costs, which could result in more consumers purchasing online and picking up in-store.鈥�. To leverage mobile鈥檚 role in the holiday season, retailers should prioritize app features that help consumers find the best deals, both online and in-store, and offer flexible fulfillment methods for value and convenience.

That was pretty good, right? Zak Stambor (06:45):. It was good. Sara Lebow (06:47):. What makes Lego's brick-and-mortar formula work so well? Zak Stambor (06:52):. I think they're just a pretty good, easy-to-navigate store that's fun to visit. So to start, they have all of the big Lego sets that you can just look at and get inspired by. So they serve as inspirational.

The noticeable decline likely influenced Temu鈥檚 decision to pivot to a local fulfillment model, selling goods only from domestic sellers, a move that helps it avoid hiking prices (and raising shoppers鈥� hackles with tariff-related fees at checkout).

And it introduced CTV and video ads within its ad platform, which will be a good way for it to leverage first-party data in a rapidly growing ad market. The company is enhancing audience targeting through its Microsoft Advertising Editor. It also created an automated bid strategy to help with audience reach.

Instagram鈥檚 new Quiet mode offers an olive branch to parents and regulators as the Biden administration vows to go after Big Tech for 鈥減ut[ting] our children at risk.鈥� All social platforms can sense a new era of accountability, and they鈥檙e making active moves to stay on regulators鈥� good side.

Our take: While making inroads with Nift is a good step forward, Klarna still faces the issue of only offering trinkets for purchases instead of material rewards: cash and travel. There鈥檚 also less direct incentive for spending鈥攗nlike cash back and points, there鈥檚 no clear (or cumulative) dollar-to-rewards ratio.

The digital-first approach comes as linear TV viewership declines. By 2025, US adults鈥� average time spent per day with linear TV will drop to 2 hours and 40 minutes, 15 minutes less than this year, according to our June 2023 forecast. Challenge: Buying out Comcast.

How retailers and brands can take advantage: 鈥淏rands and retailers can look to the online communities that are already engaged with them as a starting point for marketing their offerings,鈥� Canvas said.

Until Trump takes office, automakers are in a holding pattern as they wait to see if he enacts tariffs on imported goods or eliminates the EV tax credit. Both would have a significant impact on auto sales. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Connected TV (CTV)鈥檚 digital DNA and ability to target specific audiences has catapulted its popularity among advertisers. Learn why a wide variety of advertisers, including direct-to-consumer brands, are using CTV ads to reach streaming viewers and drive measurable results.

It's just finding scale and making sure that the experience for the customer is good. Jasmine Enberg (07:37):. And I agree with you on all of those points and you know that I am not all in on live streaming. And we've talked about this a lot actually.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, price comparisons drive online shopping, consumers consider their grocery necessities, and retail media proves its effectiveness to consumer packaged goods (CPG) brands.

Healthcare and pharma, conversely, has an older client base that spends more time than average viewing larger, nonmobile digital screens. Behind the Numbers.

There鈥檚 also the problem of trying to compete with Amazon, which offers both an incredibly wide array of goods (including wedding dresses!) and hard-to-beat convenience.

Online fashion sales growth in France is stabilizing as global competitors capture market share and social platforms become more influential.

The service will be available at participating online retailers when the shopper pays with a Mastercard or Visa card. Worldpay will roll out the service across Europe and will expand it to include point-of-sale transactions in 2025. Why it matters: Returns have become all too commonplace.

Bad actors flood the GLP-1 weight loss drug market: Until the cost of branded GLP-1s drops, illegal online pharmacies advertising falsified versions of the drugs will keep lingering.

This is a good sign considering performance-driven paid media is the top advertising capability and media investment most critical to retail marketers worldwide, per a November 2023 survey from MediaOcean. Digital upgrade: Best Buy has also grappled with weakening demand, posting 10 straight quarters of declining same-store sales.

President Donald Trump鈥檚 executive orders on new tariffs against China, Canada, and Mexico eliminate the 鈥渄e minimis鈥� exemption, which had allowed tariff-free shipments of goods valued under $800 per recipient per day. This will create major headwinds for Shein, Temu, and other retailers shipping directly from China, even as they work to diversify their supply chains.

So if you think about retail, e-commerce sales, just the number of people buying goods on the internet that is continuing to grow really, really healthily and the sheer volume of goods that people buy online now is really, really pretty large and pretty impressive.

Looking at the third party line item, in Q2, third party seller services accounted for 60% of its online shopping line item. 60% of that line item. In 2019, it was close to 35. So online seller services in terms of if you stack it up side by side with their online stores, net sales, it used to be 35% a few years ago. Now it's close to 60%.