While 45% of US adults expect free shipping on any order, 16% of those consumers will not make a purchase if they have to pay for shipping, revealed August 2025 data from Radial and Dynata.
“To say that anybody has an emotional response to any marketing expression is the highest praise one might receive,” said Nicolas Chidiac, chief strategy officer at Razorfish. “But the reality is it’s a significantly harder reality to materialize.” The gap between belief and consumer behavior is wider than many realize.
Chinese tax authorities are requiring Amazon, Temu, Shein, and other major platforms to submit Q3 sales data from Chinese merchants as regulators intensify efforts to curb tax evasion in cross-border ecommerce. The information is expected to reveal higher actual sales than those reported, potentially leaving sellers liable for up to 13% VAT plus back taxes. The move aligns with Beijing’s broader push to recover tax revenue, and it comes as global markets tighten de minimis rules. These shifts could reshape marketplace dynamics as Chinese sellers reassess pricing, participation, and ad spending amid rising compliance pressures.
Google is adding agentic checkout to its shopping capabilities in time for the holiday season, alongside other genAI tools. These updates defend Google’s core search ad business as shopping queries move toward conversational interfaces, even as the company still dominates the search journey. They also position Google to benefit from increased genAI adoption this holiday season.
Cyber Monday ad spending eclipsed Black Friday for the first time last year, per a Sensor Tower and Pathmatics analysis of spend from the “shopping” category between October 1 and December 31. While the digital sales day brought in just $300,000 more in ad spending than its in-person counterpart, it represents a turning point in the yearslong trend. As even Black Friday shopping moves online, advertising with the tail end of the Cyber Five period in mind could help with both day-of sales and December shopping.
Cash App released a slew of updates across its payments ecosystem, per a press release. Cash App’s continued focus on expanding financial services and tools for unbanked, underbanked, and lower-income consumers also reveals Block’s ambition to own this market, as Venmo hones in on students and educated young professionals. Making Afterpay’s BNPL tool more easily accessible to Cash App users helps this demographic navigate economic uncertainty with a tool they may see as less risky than revolving credit.
Apple debuted Digital IDs derived from iOS users’ US passports, per a press release. The Digital ID is in beta at more than 250 Transportation Security Administration (TSA) checkpoints in the US for domestic flights. Digital IDs can make mobile wallets more useful and encourage users to complete transactions with their phones instead of a card. But adoption will only take off if a critical mass of merchants and airports accept them as a valid form of ID.
50.3% of US grocery shoppers say they'd use in-store digital tools if instant savings and coupons were exclusive to those tools, according to July 2025 data from Amazon Ads and EMARKETER.
Quick commerce startup Gopuff raised $250 million at an $8.5 billion valuation—a significant downgrade from the $15 billion it commanded four years ago. Gopuff claims to be in the “strongest financial position in company history,” with record revenues and continued growth for its core businesses. To get to that point, the company has forged partnerships with companies like Amazon, Starbucks, and Disney, a strategy that has broadened its audience and the appeal of its advertising platform. However, consumers’ reluctance to use quick commerce platforms, coupled with competition from DoorDash and Uber, could hamper Gopuff’s growth prospects.
JD.com beat analyst expectations in Q3 as subsidies, lower prices, and a more diversified revenue base encouraged spending despite China’s soft consumer climate. Growth in users and shopping frequency supported double-digit retail gains, while the company’s push into food delivery lifted sales but squeezed margins. JD is also testing its Joybuy platform in Europe and investing in Ceconomy AG to expand its footprint. While these moves help the company outpace a slowing market, the momentum relies heavily on subsidized growth, raising doubts about how sustainable the gains will be once incentives scale back.
Nearly 4 in 10 (38%) US consumers already use AI for shopping, and another 52% plan to in the future, according to a new report from the IAB.
Venmo launched Venmo Stash, a bundled brand rewards system for users, per a press release. Cardholders can select handpicked bundles of their favorite brands—which include Uber, Lyft, Target, Walmart, and Sephora—to earn a flat 1% back on their purchases. Users can raise that rate to 2% by enabling auto-reloads to their wallets and 5% for adding at least $500 in direct deposits on Venmo each month. Injecting more choice into consumers’ rewards adds incentives to make a card top of wallet. Leaning into flexible rewards and card-linked offers can help secure younger consumers who are looking for value and functionality at checkout during economic uncertainty.
OpenAI’s push into commerce took a major step forward with the launch of in-app shopping on ChatGPT, though it will take time to gain traction as a meaningful retail sales channel.
Singles Day transactions in China rose 17.6% YoY to 1.7 trillion yuan ($240 billion), according to Syntun, marking a slowdown from last year’s 26.6% gain despite extended campaigns and heavy promotions from Alibaba and JD.com. Platforms poured billions into vouchers and discounts, but longer sale periods diluted urgency and limited impact. The event’s waning momentum highlights China’s broader economic challenges—rising frugality, youth unemployment, and deflationary pressures. To reignite excitement, platforms may need to move away from drawn-out promotions toward shorter, high-impact campaigns that restore Singles Day’s original urgency and appeal.
Visa Direct will pilot letting businesses and platforms send stablecoin payouts to recipients’ crypto wallets, per a press release. The importance of the creator economy is growing for ecommerce. Over half of US social shoppers follow creators or influencers, and almost half (49.5%) of all US social shoppers have made a purchase based on creator content. Instituting quick and reliable stablecoin payouts for freelancers can help them retain key marketing contractor team members on social media platforms. However, crypto adoption has met resistance: Per a Kansas City Fed report, the largest predictor for cryptocurrency payments is payee preference, far outstripping speed, privacy, or cost.
This year, media and entertainment brands will spend nearly twice as much on linear TV ads (10.0%) as they will on over-the-top (OTT) streaming services (5.4%), according to MediaRadar data and an August 2025 EMARKETER forecast.
Airbnb and Instacart plan to launch a pilot program that would enable guests in select cities to order grocery delivery before and during their stays, per Bloomberg. The partnership is a win-win, offering Airbnb the chance to improve the guest experience, and giving Instacart an opportunity to expand its reach and boost ad revenues. As competition between delivery platforms heats up, deals like these are poised to become more common as companies look for new ways to win over customers.
Amazon announced a breadth of AI-powered ad options on Day 1 of its annual Unboxed event designed to simplify campaign creation and deployment. Amazon’s new resources give advertisers a uniquely full-funnel solution that’s difficult to find in the crowded digital marketing world.
On today’s podcast episode, we discuss why 7-Eleven is opening more stores even as foot traffic falls, explore its next engine of growth, and consider some bold moves that could help future-proof the convenience store giant. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Blake Droesch, and Principal Analyst Sarah Marzano.
Swiss sneaker brand On Holding will skip holiday discounts to reinforce its premium positioning, co-founder Caspar Coppetti told CNBC. The strategy follows a strong Q3, with adjusted EPS up 300% YoY and revenue rising 24.9% to 794 million francs, beating expectations. While rivals like Nike and Hoka are cautious about global demand, On raised its full-year forecast for the third consecutive quarter. Positioned in the “accessible luxury” segment, On continues to benefit from affluent consumers’ spending power and consistent innovation, helping it sustain growth despite broader economic softness and market headwinds.