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BNPL will count more than 100 million users by 2027. Its high-growth days are in the past, with both the number of BNPL users and overall payment value decelerating. But it remains an important financing tool for consumers and has a long runway ahead: BNPL payment value will account for just 1.4% of overall retail sales in 2025, per our forecast.

Amazon plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.

B2B ecommerce site sales increased 10.5% YoY in 2024, reaching $2.297 trillion.

Connected TV (CTV) is now an integral part of retail media. Media networks can offer rich third-party data, while CTV platforms have advanced targeting capabilities and an engaged audience. But just how big is the opportunity?

Time spent with digital media is still climbing, but mainly in tandem with declining traditional media

Keyword blocklists restricted advertisers from 56% of Oscars content: The issue emphasizes the need for a more thoughtful approach to brand safety.

On today’s podcast episode, we discuss how Amazon has made themselves even more essential to customers, why “they can’t make physical stores work”, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

This week, small businesses express concerns about President Trump’s policies, private label brands gain traction, and Gen Z embraces AI for shopping. Meanwhile, TikTok music influences purchases, and excessive advertising drives cart abandonment.

Learn what Chase and other digital competitors have done to outrank traditional banks.

Neiman Marcus is the latest department store to shutter a prominent flagship location: The closure highlights legacy retailers’ struggles to adapt to the shifting retail environment.

They have higher customer satisfaction rates, adding to the competitive pressures

US Black adults spend the greatest share of their total TV time watching cable (22.4%), followed by broadcast (21.8%), according to a 2025 Nielsen report.

This week, new advertisers enter the podcast space, consumers discourage brand desperation, and brands take notes from Netflix.

On today’s podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.

Meta plans dedicated chatbot app: The move aims to compete with AI leaders ChatGPT and Gemini, but its success remains uncertain.

Google’s latest move disrupted product review sites: That change challenged retailers reliant on those sites’ affiliate traffic.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.

Reels may get its own app: Instagram is reportedly exploring a standalone platform as it vies to draw attention away from TikTok.

Foot traffic to Aldi stores grew 12.3% YoY in Q4 2024, over twice the growth of low-cost competitor Trader Joe’s, according to data from Placer.ai.