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TikTok Shop鈥檚 demise could benefit Amazon, Etsy, and Temu: All three retailers are poised to scoop up spending in the event of a TikTok ban.

Etsy fights against Amazonification with new seller policies: The marketplace is overhauling its product designations to ensure all items have a human touch.

US consumers shop frequently with Temu and Shein, despite trust issues: Both Chinese retailers are winning more repeat customers than established players like eBay and Etsy.

Etsy puts a spotlight on Waldo. The dominance of Amazon and the growth of budget ecommerce sites like Temu have left Etsy under pressure to stand out, and the online marketplace leaned into creative storytelling this year. For example, its debut Super Bowl ad showed America struggling to find an adequate gift for France after receiving the Statue of Liberty.

Better-than-expected earnings for Etsy and eBay give retailers a glimmer of hope: But continued losses for Wayfair and Peloton show some categories have a longer, difficult road to recovery.

The initial wave of excitement over generative AI is fading, leaving many retailers asking, 鈥淣ow what?鈥� Some might want to look toward Shopify, which is incorporating generative AI capabilities across its platform to help sellers build and scale their businesses more quickly. Or maybe take a cue from eBay, which is using the tech to make more accurate and helpful product recommendations. Meanwhile, Etsy is working to democratize access to machine learning models to help speed up deployment across its organization.

Amazon and big-box stores are likely to win from Bed Bath & Beyond鈥檚 collapse, while fast-fashion retailers could score displaced David鈥檚 Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City鈥檚 absence.

The ecommerce search experience is ripe for reinvention: Pinterest, Walmart, Etsy, and others are relying on AI to deliver more relevant results and drive sales.

Others, like Etsy and eBay, are leaning into their niches to differentiate themselves from Shein and Temu.

The heartiest performers鈥擝est Buy, Costco, Chewy, Lowe鈥檚, and Etsy鈥攚ill just hold on to their low-single-digit ecommerce market shares. And others鈥攊ncluding Apple, Target, The Home Depot, and Macy鈥檚鈥攚ill track very slight declines. Temu, TikTok Shop, and Shein are shaking up the agenda.

I know Depop is one, it started out in the UK and it's really popular among Gen Z and was acquired by Etsy, but they're very well known for being kind of a social version of a resale platform where people get to know each other and follow each other.

This is the first installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

Retail sales via online marketplaces are growing faster than overall ecommerce. As competition in the sector rises, brands and retailers must navigate the challenges of an increasingly complex landscape.

Marketplaces will continue to expand their share of US retail ecommerce as new players with roots in China vie for prominence.

As the share of US ecommerce sales on marketplaces continues to expand, our latest survey examines consumer buying habits and expectations across leading platforms.