Social networks will claim close to 32% of US digital ad spending in 2026, as powerful AI systems and improved video monetization help push social past a plateau in time spent among US consumers.

In 2026, AI will reshape advertiser workflows and behaviors, while rising video consumption will boost CTV and YouTube.

Q3 consumer spending looked steady, but the gains were fueled mainly by higher-income shoppers, revealing a split landscape that bolstered value and essentials retailers while squeezing brands dependent on discretionary and big-ticket projects.

AI enters 2026 facing energy bottlenecks, regulatory battles, and a gap between promise and performance. From market corrections to voice assistant limits and physical AI’s unreadiness, hype is meeting reality.

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.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

In 2026, commerce media will shift toward the core mechanics of shopping, as retailers reorganize, stores become high-impact media showcases, agentic AI opens new monetization, and financial platforms move closer to shoppable environments.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

Canada’s digital economy is entering a faster, more competitive phase in 2026 as ad spending accelerates, short video surges, ecommerce climbs, and AI-driven search reshapes how audiences discover content.

In 2026, a new financial ecosystem will form around five trends—stablecoins, agentic AI, consolidation, financial media networks, and AI search—blurring boundaries between banking, technology, and commerce.

In 2026, stablecoins, agentic commerce, and AI-driven rewards will reshape the payments industry. Providers need to bet early or risk being sidelined by faster, cheaper, and more intuitive payment experiences.

Exclusive survey findings benchmark retail media network structures, capabilities, and priorities as the landscape continues to take shape.​

Shifts in what consumers watch, how they search, and where they shop are reshaping Latin America’s digital economy—and how brands will reach audiences in 2026. Explore the five trends to watch in the year ahead.

Mobile will account for nearly half of US online sales in 2026 and become the dominant channel in 2027. To make the most of this shift, retailers and brands should enhance integration of their shopping apps and loyalty programs.

Thanks to open banking and real-time payments, pay by bank has become a promising card alternative, offering speed, low costs, and security. But US adoption remains limited. This report dives into what’s holding it back and what can boost growth.

AI, stricter safety rules, and new ad restrictions are reshaping the UK digital landscape as local sellers gain leverage, platforms face new friction, and advertisers adapt to a fast-changing regulatory environment.

Holiday shoppers in Asia-Pacific are decisively digital-first, with online intent outpacing in-store browsing throughout the region. However, there are notable variations in consumer behaviors across markets.

China’s Singles’ Day has lost much of its hype and enthusiasm. As the curtain falls on this year’s festival, now a five-week event, value-driven consumers and global ambitions have redefined the world’s largest online shopping event.

GenAI adoption in Asia-Pacific is outpacing the rest of the world. The region’s soft power is expanding quickly, highlighted by K-pop’s unstoppable global rise and China’s AI push bringing humanoid robots to daily life.