Temu tests search ads in latest attempt to chip away at Amazon’s dominance: The lucrative revenue opportunity could offset rising costs related to de minimis crackdowns and tariffs.

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.

The loss of TikTok in the US would cause a ripple effect across the media, marketing, and commerce landscape. Meta and YouTube stand to gain the most, but there is a long list of other winners—and losers.

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.

The year of AI: Artificial intelligence invaded all aspects of life in 2024, from work to play and generation to generation. New genAI players appeared to take on megaliths like Google and Meta. It would be a copout to say that 2025 will bring more of the same, but we expect startups to begin taking more market share from Big Tech and challenging the status quo.

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.

Consumers focused on value in 2024: Retailers and brands like Aldi, e.l.f. Beauty, Temu, and Walmart benefited from consumers' growing cost consciousness.

From Temu’s rise to their interest in dupes, Gen Z prioritized affordability and convenience in 2024. Gen Z consumers also showed interest in in-person shopping, but crowded stores may be limiting their trips to brick-and-mortar retail.

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

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.

Google and Meta landed slightly below expectations in Q3, allowing a collection of hungry competitors to inch ahead. But overall, the ad industry remains healthy. Sports events drove streaming and CTV to record gains, and retail media continues to be the sector’s fastest-growing ad channel.

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.