Global Scans · Retail · Weekly Summary

• [New] Retail media spending in the U.S. alone is set to hit $60 billion in 2025 and will rocket past $100 billion by 2028, outpacing nearly every other digital channel. Affiliate Summit
• [New] By 2030, retail media will look dramatically different. Affiliate Summit
• [New] By 2028, global retail eCommerce sales may reach ~ US$ 7.886 trillion. Marketing LTB -
• [New] The share of eCommerce in total retail globally is projected to reach ~22.5% by 2028. Marketing LTB -
• [New] Globally, 21% of all retail purchases are expected to be transacted online in 2025, climbing to 22.6% by 2027. Sales So
• [New] Morgan Stanley has set out plans to allow access to top crypto coins on its retail trading platform for the first half of 2026 and new regulatory changes have permitted the likes of Blackrock to accept Bitcoin and swap them for ETF holdings. City AM
• [New] Morgan Stanley plans to allow customers on its E Trade retail platform to access to popular cryptocurrencies beginning in the first half of 2026. ST
• [New] More than 90% of retailers plan to deploy AI for both decision support and network optimization. Cision PR Newswire
• [New] Key takeaways from recent discussions highlight the urgency for retailers to adapt or risk becoming mere utilities in agent-controlled marketplaces: - Understanding the Landscape: Over 50% of consumers anticipate using AI assistants for shopping by the end of 2025. MWB Advisory Limited
• [New] Retailers could see up to a 520% increase in traffic from chatbots and AI search engines in 2025 compared to 2024. Wired
• [New] Target, with a smaller e-commerce footprint, could find it even more challenging to gain traction, and its retail media network, Roundel, will face formidable competition from Amazon's rapidly expanding ad business. FinancialContent
• [New] Amazon's advertising arm will expand beyond retail media into areas like Connected TV and video ads, becoming a full-funnel activation platform. FinancialContent
• [New] AI traffic to retail sites will peak in the 10 days leading up to the Thanksgiving holiday. Retail Week
• TSE - 3 solar opportunities live: Multiple French PV / agrivoltaic assets from a leading developer now open to retail investors. Crowdinform
• Resale grew 15 times faster than the broader retail clothing sector in 2023, with online resale up 23% and expected to account for half of all spending on second-hand apparel by 2025. WTIN
• US ecommerce already accounts for 16.3% of total retail sales as of Q2 2025, and analysts expect it to top 20% by 2027, more than double the 9% recorded in 2018. Shopify
• Global retail sales are expected to surpass USD 20.8 trillion by 2029, with e-commerce penetration reaching 28%. Euromonitor
• The retail sector globally is facing a surge in cyber attacks, with recent incidents affecting major UK retailers and resulting in significant data loss and operational disruptions. Insurance Business
• The phase-out of plastic barrier bags in Western Australia will bring noticeable changes to the way loose fruit and vegetables are handled in stores and by customers. Ward Packaging
• More than 80% of large US retailers plan to increase their investment in AI, while many are aiming to deploy the technology across return management, customer service, and product availability monitoring. Signity Software Solutions Pvt Ltd
• 77% of retailers plan to invest less than $5 million in AI infrastructure over the next 18 months, but 60% plan to boost AI investments based on initial results, suggesting a measured approach to scaling successful pilot programs. Acticsledge

Last updated: 30 October 2025