This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.

Shein stumbles under UK regulators’ scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

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

Beauty’s run of strong retail sales growth is winding down, but new audiences and sales channels will offer opportunities for savvy brands and retailers to regain momentum.

JCPenney joins forces with Aeropostale’s owner to form Catalyst Brands: The new company aims to tap into its vast pool of customer data to cross-sell across its portfolio.

Latin America’s digital economy will undergo significant changes in 2025 as retail innovation and regulatory changes redefine business dynamics for global and local players alike.

2025 will bring significant change to the retail industry: Several of the main trends dominating retail—genAI, RMNs, and China’s ecommerce disrupters—will look very different this time next year.

Amazon strengthened its grip on ecommerce in 2024: The retailer warded off growing competition from Temu and Walmart by improving delivery speeds, offering deals, and enhancing Prime benefits.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.

Temu, Shein, and TikTok Shop are winning this holiday season: Sales growth for all three outpaced larger players like Amazon and Target in November.

Shein’s IPO delayed due to supply-chain concerns: The UK’s financial regulator is probing the retailer’s labor practices amid pushback.

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

EU considers new measures to curb Chinese ecommerce influence: Officials are trying to stem the tide of unsafe products and protect local retailers.

Shein and Temu delivery providers face barrage of lawsuits regarding labor practices: Several have been accused of underpaying workers, misclassifying them as independent contractors, and failing to provide overtime.

Temu and Shein’s ad bidding war drove spending away from search: CPCs spiked after the two retailers claimed in-demand search ad space.

GenAI and social are set to heavily influence the UK commerce and advertising landscape in 2025, while thrifty consumer behaviors persist and video viewing shifts to mostly digital.

As competition intensifies and consumers continue to seek value, retailers will need to double down on how to differentiate themselves and offer shoppers what they want, wherever they are.

PDD misses expectations as competitive pressures erode price advantage: The ecommerce company expects challenges to continue in the short-term as domestic and international rivals gain an edge.

Amazon launches Temu competitor Haul to maintain price advantage against online retailers: However, growing pains like shoddy AI-generated imagery could limit its traction with customers.

From the rise of sophisticated AI-driven tools to new policies reshaping data privacy and competition, 2025 promises to be a year of relentless change. Companies that adapt will thrive, while others risk being left behind in a swiftly moving market.