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It's part of a story with China-Canada relations that is quite fraught at the moment and TikTok's response is that it's part of that diplomatic drama, but the fact that these privacy allegations or violation allegations across jurisdictions, I think, is something that can't be ignored. Bill Fisher:. Lots of challenges already.

There are plenty of areas where Amazon could focus and squeeze more market share out of these e-commerce categories. Home improvement is certainly one of those categories. We saw it really did well during the sort of DIY revolution during the pandemic when everybody was fixing up their homes.

But if you go downstairs to the lower levels where these little shops have been there for years, decades, it's just a war of amazing crazy little weird shops. So I encourage anybody, so this is okay. If I was a tour guide, I would say check out the fish throwers, check out the fruit stands, the flower stands, everything on the upstairs.

"Montana is set to become the first US state to ban Chinese-owned social app TikTok from personal devices," reports James Clayton and Annabelle Liang of the BBC. The ban is due to take effect on January 1st of next year, so 2024. Why is TikTok being banned at all? The US authorities are concerned that TikTok data could be handed over to the Chinese government if it asked.

On today's podcast episode, we discuss what to make of Google turning 25 years old, how US shoppers feel about stores, why tiered rewards are all the rage, how Hispanic people think their values are reflected by advertisers and Americans, taxi drivers turning into robots, some mind-bending facts about US geography, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

And if you look outside of the US borders, in particular in Asia, China particularly, those types of super apps exist and they have huge customer adoption. Tons of users. They provide an amazing amount of utility to the people who use them. And really, in the US there is no equivalent app that does as many things as some of those apps do in different parts of the world.

But I think to points like the ones Bill made, TikTok and ByteDance are going to be committed to doing what needs to be done to avoid getting booted out of these critical markets, especially with ByteDance being under pressure to drive growth outside of China. Marcus Johnson:. Ethan. Ethan Cramer-Flood:.

And among the list of 19, there were only two European companies, and there were two Chinese, and all the rest are American.

I don't know if they did it on purpose last week when it was grocery shop. I don't know if we're giving the Hive group a little bit too much credit, but their timing was great because it's all we talked about last week at the conference. Marcus Johnson:. Yeah. They are the fastest growing retail media network that we track, growing 43% this year.

When looking at subgroups, Chinese restaurants are the most common type of Asian restaurants. I think there's no surprise there. So, about 39% of all Asian restaurants in the country are Chinese restaurants. There's a lot of history there. There've been Chinese restaurants for a very long time when Chinese Americans make up 24% of all Asian Americans. So, a lot of overindexing there. Marcus Johnson:.

But Douyin wins out when it comes to e-commerce. We estimate $335 billion in retail e-commerce will go through Douyin compared to just 69 billion for all of US social commerce. So still, we've got one on the advertising side, the other one on the commerce side. These are both Goliaths, and I am really looking forward to debating this with Jeremy. Stephanie Taglianetti:. All right.

Is this because of just some, or maybe a small percentage because of the tariffs on China? Because a significant portion of this supply chain is coming out of China and we... That's a classic on goal. You have a trade war, you slap tariffs on your geopolitical enemy, and then you shoot yourself in the foot because they're making something really positive that you need, like solar panels.

On today's podcast episode, we discuss whether Humane's new AI pin is about to become as ubiquitous as the smartphone, just how much ground brick-and-mortar retail will give to online shopping, the next big social media app, if folks will start shopping on Amazon right from their Facebook and Instagram feeds, how news consumption on social media is changing, which airlines carry the most passengers, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Max Willens and Yory Wurmser.

On today's episode, we discuss whether the summer travel boom will last, how the economic climate is influencing how people think about vacations, and the changes in how people choose where they go on vacation. "In Other News," we discuss whether folks want gamified shopping experiences and how brands should鈥攁nd shouldn't鈥攖ext you. Tune in to the discussion with our analyst Zach Goldner and director of forecasting Oscar Orozco.

Tailored to your unique retail and e-commerce businesses, these one-on-one sessions provide a deeper understanding of the most relevant and timely research of affecting your growth goals. Visit insiderintelligence.com/analystaccess to find out how you can book interactive presentations on retail media, CPGs, and more. Jenna McNamee:. Incumbent banks especially.

Also joined by another senior analyst, but he covers retail and e-commerce and based out of New York, it's Blake Droesch. Blake Droesch:. Hey, everyone. Marcus Johnson:. Hello, hello. And finally we have one of our directors of reports editing based out of upstate New York, it's Rahul Chadha. Rahul Chadha:. Hello, gents. Marcus Johnson:. What's going on, fella?