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Our social commerce forecast is updated on an annual basis in order to continually incorporate the latest changes and developments in the global marketplace.

A new set of digital winners is emerging amid the market turmoil of 2022. Using our forecasts, we showcase how ecommerce, social media, fintech, and more are being transformed.

Retail media鈥檚 positive hype is real. We expect it will disrupt the digital advertising landscape worldwide. In Canada, a handful of players鈥攍ed by Amazon, Walmart, and Loblaw鈥攈ave turned it into the fastest-growing ad segment in the country, and at scale.

Shein, Amazon shift tactics to keep each other鈥攁nd Temu鈥攁t bay: Shein is offering its supply chain services to brands, while Amazon is leaning into its delivery capabilities and customer service.

Fortunately for the retailers with media networks and the advertisers that support them, US retail ecommerce sales are thriving. The US volume of goods and services ordered online will surpass $1 trillion this year. By the end of 2026, the total will reach $1.672 trillion, which represents a CAGR of 12.3% during that period.

Generative AI is set to have far-reaching implications for the $5.920 trillion global ecommerce sector. Here's our take on the top three areas where the technology could have the greatest impact. Mobile commerce. Generative AI has the potential to speed up innovation in the $4 trillion global mobile commerce sector, which accounts for over two-thirds of total ecommerce sales.

Shoppers made a record number of Amazon purchases this holiday season: Strong consumer spending coupled with momentum in its ad business helped propel Amazon鈥檚 earnings well past expectations.

This growth in advertising revenues鈥擜mazon now accounts for 7.5% of the global digital ad market鈥攃omes as the retailer capitalizes on changes, like the effects of Apple's 2021 iOS privacy update. Why it matters: The discontinuation of the ad-serving business may signal a shift in Amazon's technological focus toward areas like artificial intelligence and machine learning.

Retailers struggle under the weight of holiday returns: Global returns grew 63% YoY as economic concerns drove shoppers to rethink purchases.

Pinduoduo, ByteDance pose threat to Amazon: China-based companies are getting into international ecommerce for an expanded customer base. If the prices are right, they could give Amazon more Q4 worries.

The RealReal and thredUP set their sights on premium shoppers: Both companies are targeting bigger spenders to improve margins and achieve profitability by next year.

Amazon鈥檚 cost-cutting initiatives are beginning to pay off: The company鈥檚 North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.

More recently, Klarna has taken advantage of surging market interest in AI, describing itself as an 鈥淎I powered global payments network鈥� after partnering with OpenAI on a ChatGPT plugin and launching an AI shopping feed. CEO Sebastian Siemiatkowski told Yahoo that one of Klarna鈥檚 biggest strengths was its data, which it uses to offer highly personalized shopping recommendations.

Retail media is following in the footsteps of search and social as digital advertising's third big wave, and has already established itself as a force. Built on a foundation of valuable first-party purchase data, contextually relevant ad experiences, and closed-loop reporting, retail media is seeing advertiser budgets quickly migrating in its direction. This fall, Amazon鈥檚 exclusive rights to NFL Thursday Night Football will 鈥渒ick off鈥� the first of retail media鈥檚 next three phases of growth and prove why digital advertising鈥檚 third big wave is destined to be the biggest.

Inflation. Return to work. Supply chain disruptions. War. Recession. It鈥檚 been a wild 2022, and larger pressures are disrupting advertising. Here are a few key trends from our recent 鈥淕reat Realignment鈥� webinar.

Amid global economic gloom, Asia-Pacific remains a region of digital opportunities in 2023, highlighted by the increasing momentum of the metaverse in China, surging retail sales in India, and burgeoning livestream commerce in Indonesia.

Walmart sees growth opportunities regardless of the macroeconomic environment: The retailer looks to boost its international sales, improve its digital presence, and expand its retail media business.

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.

Walmart to sell Bonobos as digitally native D2C brands lose their luster: WHP Global and Express will acquire the brand for $75 million to shore up the latter鈥檚 business.

The news: Toys R Us parent company WHP Global mapped out what it calls an 鈥淎ir, Land and Sea鈥� expansion plan that includes opening up to two dozen flagship stores, as well as developing a new retail format that will appear in airports and cruise ships. The flagship stores鈥攚hich WHP is partnering with Go!