On today's podcast episode, we discuss the different futures AI could usher in, what Amazon’s store strategy should be, if searching with video will catch on, the impact of instant AI video generators, how many Americans drive an electric car, and more. Tune in to the discussion with host Marcus Johnson, vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

Automated moderation systems on Instagram and Threads are deactivating accounts and mislabeling content, sparking user frustration.

The boom times for ecommerce and retail have largely passed. “It’s going to be harder [for retailers] to identify pockets of growth and opportunity. But, the good news is that it’s not going to be that roller coaster of demand fluctuations that has been challenging for retailers to navigate over the last couple of years,” our analyst Blake Droesch said.

If the DOJ breaks up Google, who would be king of search? A filing hinted at a potential breakup, but political uncertainties could slow plans.

Amazon’s MX Player acquisition reignites the battle for Indian consumers: $100 million purchase gives Amazon ownership of the largest free streaming service in India.

While Instacart’s Caper Cart offers promising features, the high upfront costs and potential to over-saturate consumers with ads may deter retailers from fully adopting this technology.

Walmart rolls out series of initiatives to attract customers to its stores and boost ecommerce business: The retailer is opening a cashierless Sam’s Club store, adding pet care centers, and automating more distribution centers.

Temu, Pinduoduo anger Chinese sellers as push for lower prices and generous returns policies eat away at profits: That could complicate the former’s efforts to win over US merchants

Amazon and Google are enhancing their visual search tools as consumers seek more seamless, intuitive ways to search for products online.

Google and Amazon enhance visual search capabilities to speed up the path to purchase: As more shoppers rely on the tool, both companies see an opportunity to make the shopping experience faster, simpler, and more relevant.

On today's podcast episode, we discuss why a surprising amount of people think Meta's Orion smart glasses are the future of computing, whether people will turn to Amazon for live news, what's happening to the middle of the market, why screensaver ads can have a significant impact, who was the richest American in history, and more. Tune in to the discussion with host Marcus Johnson, director of reports editing Rahul Chadha, and analysts Bill Fisher and Max Willens.

Retail has come off its lengthy run of outperforming overall US ad spending growth. While growth will dip below the average for all industries in 2024, the pace is set to pick up again in 2025 and 2026.

Prime Video ad loads will increase next year, increasing competition: Advertisers can expect higher ad loads across streaming services and lower CPMs as a result.

Sweater weather has arrived, meaning pumpkin spice-flavored everything will flood retail shelves. But consumers’ price consciousness could make it difficult for retailers to encourage spending on discretionary purchases. That’s why Amazon, Target, and Albertsons are expanding their private label brands, leaning on fun, seasonal flavors and small indulgences to get consumers to splurge beyond their normal groceries.

Consumers plan to return to malls this holiday season, shop more in-person: Mall visits are expected to rise 18%, which is good news for department stores—although Amazon, Walmart, and Target remain top destinations.

B2B digital ad spending is expected to rebound in 2024. Trends in B2B buying behavior, programmatic advertising, and AI use are contributing to the shift in spending toward display, mobile, social media, and video.

B2B ad spending sees a strong rebound: LinkedIn leads, with finance and retail sectors boosting growth.

The startup’s platform helps retailers predict and adjust to disruptions, reflecting a growing reliance on AI tools to prevent costly breakdowns.

Spending in the US affiliate marketing ecosystem will exceed $10 billion for the first time in 2024. But content distribution changes, advertiser focus on first-party data, and shifting consumer behavior will push the channel into a new phase.

Google will fall below a 50% share of the US search advertising market next year for the first time since we started tracking it in 2008, per our forecast. It’s a pivotal time for paid search, with Google’s ad dominance threatened by generative AI, social media, retail media, and lawsuits. Meanwhile, ad-averse consumers are becoming hesitant to click search ads. Here are four trends our exclusive KPI data reveal about Google, retail media, and the future of paid search.