The EU’s regulatory environment will hinder investment in AI-generated ads and agentic commerce in 2026. But TikTok Shop’s expansion will be a catalyst for live commerce.

40% of global consumers say they’ve gone out of their way to spend less on US products in response to tariffs, with Canadian consumers leading the way, based on July data from Morning Consult.

As the market for personal luxury goods emerges from a prolonged period of recalibration, growth hinges on fostering innovation and engagement with core consumers across the globe.

In-store retail media is Europe’s next big ad opportunity. But as retailers digitize stores, standardization and measurement challenges are dragging advertiser adoption.

TikTok’s 2024 revenues in the UK, Europe, and Latin America surged 38% to $6.3 billion, more than doubling 2022 levels, per filings cited by Forbes. The growth underscores TikTok’s strength outside the US, where a divest-or-ban standoff continues. Yet regulatory scrutiny in Europe looms large, with over $1 billion reserved for fines, ongoing probes across multiple countries, and potential penalties under the EU’s Digital Services Act. TikTok’s UK penetration tops 32%, with ad revenues projected to triple by 2027. Still, layoffs in trust and safety roles and a pivot to AI moderation could test regulators and user trust.

The news: Meta is facing an investigation from the French Competition Authority for allegedly limiting access to ad verification partners and exploiting its ad market dominance. Meta is required to implement interim measures, including the development and disclosure of updated guidelines governing access to and maintenance of “viewability” and “brand safety” partnerships. Our take: While France doesn’t account for a massive portion of Meta’s ad revenues, the company could still be subject to substantial consequences if found guilty. Antitrust fines from the French Competition Authority can be as high as 10% of a company’s global annual turnover.

A trade war between two of the world’s largest consumer markets would cause significant disruption for consumers, retailers, and brands in Europe.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.

Regulation will disrupt some digital players, while retail media and genAI adoption will create opportunities across advertising and commerce.

OTT video is popular whether it’s free or paid. Every global region and country we track is engaged with these platforms, some very deeply. But new viewers will be hard to find.

Ecommerce sales have returned to modest growth in Western Europe as the economic outlook brightens and more people embrace the convenience of shopping via mobile phone.

Here are six charts that explore ecommerce in Europe by region, including our latest rankings of European markets by total digital sales.

Our debut worldwide digital gamer forecast reveals that growth has slowed considerably, mainly because gaming is already a common and popular activity for internet users in almost every country. But some markets are more enthusiastic than others.

Australia's creator economy has an authenticity problem: Many influencer campaigns don't include proper disclosures.

Our latest forecast for 14 countries and three regions shows continuing worldwide growth for podcast listenership but at very different rates. And the sources of growth are shifting.

For the first time, Insider Intelligence forecasts digital advertising spending for five industries in France: retail, consumer packaged goods (CPG), auto, financial services, and travel. Digital ad spending is growing strongly in France this year. This Analyst Take gives a closer look at these inaugural forecasts.

European consumers are changing their buying habits vis-à-vis inflation: The war in Ukraine is impacting economic conditions in numerous European markets, driving up prices to near-record levels and reversing recent gains in consumer confidence.

Mineral arms race dives deep: The future of clean energy and ocean ecosystems hangs in the balance of the UN’s closed-door decision-making on deep-sea mining. Yet there are greener trajectories.

Revisiting what we saw in the crystal ball: We made five predictions last year about what would happen in fintech. Today, we look at three we got right.