Global Scans · emarketer · Weekly Summary

• U.S. social commerce sales will surpass $100 billion in 2026 (eMarketer). CompaniesHistory.com
• U.S. advertisers will spend $121 billion on social network ads in 2026 (eMarketer). CompaniesHistory.com
• EMARKETER expects Netflix's subscription OTT ad-free viewers to decline each year until the end of the forecast period, sliding 1.8% in 2024 and 0.3% in 2027. / USA eMarketer
• Retail media is accelerating (eMarketer expects ~ $5 billion of incremental spend to flow into retail media search in 2026) - set clear ROAS and incrementality targets by network to avoid fragmentation. / USA AI Digital
• With more customers demanding ultra-fast shipping and eMarketer expecting another 14.8% increase in U.S. retail e-commerce sales this year, warehouse management systems have been getting more attention and investment, both on the part of shippers and ERP vendors. Logistics Management
• Research firm eMarketer projects Meta will finish 2026 with $243.46 billion in net ad revenue, narrowly ahead of Google's $239.54 billion. Techish Kenya
• In 2026, 51.2% of Gen Alphas will be digital gamers, EMARKETER forecasts. eMarketer
• EMARKETER just dropped a forecast that should wake up every DTC founder: TikTok Shop is projected to hit $23.4 billion in US sales by 2026. LinkedIn
• Global mobile ad spend will exceed $430 billion in 2026: Mobile now absorbs 74% of total digital advertising investment worldwide, per eMarketer mobile forecast. Digital Applied
• EMARKETER projects Netflix's US CTV net ad revenues will grow from $1.67 billion in 2025 to $2.44 billion in 2027, trailing Disney + (including Hulu) at $3.6 billion and YouTube at $9.83 billion. eMarketer
• In parallel, EMARKETER forecasts US commerce media spending will hit $83 B in 2026, reaching 21.6% of total digital ad spending. AI Digital
• In emerging markets, where 40% of eCommerce growth will originate per eMarketer, strategies like local sourcing minimize import emissions, appealing to price-sensitive buyers. Top Ecommerce News
• EMARKETER Half of retail executives now expect price sensitivity to override traditional brand loyalty, even as they know retention is crucial. Capillary

Last updated: 21 June 2026