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Spotify reports its first full year of profitability: Cost-cutting, price hikes, and a UMG deal should help the company build on its strong Q4 in 2025.

In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

Google made its marketing mix model (MMM), Meridian, available to the public last week and launched a program of over 20 trained and certified measurement partners to help marketers use the tool.

The year started with a flurry of commerce media news, from Meijer Media expanding into off-site channels to Microsoft’s new ad capabilities.

Retail mergers get the go-ahead: A judge cleared Tempur Sealy’s $4 billion Mattress Firm acquisition, setting the stage for a more permissive FTC.

One in 5 (21%) US adults regularly gets their news from social media news influencers, according to a November 2024 report from the Pew Research Center.

On today’s podcast episode, we discuss how DeepSeek pulled the rug from under the established AI giants, how it stacks up against other chatbot models, and why it has changed the AI conversation moving forward. Tune in to the conversation with Director of Podcasts and host Marcus Johnson, Analyst Grace Harmon, and Senior Analyst Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.

Ecommerce will account for nearly a quarter (24.5%) of US beauty retail sales by 2028, according to our October 2024 forecast.

This week, online reviews convince Gen Zers, Valentine's Day breaks records, and where consumers learn about new products.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.

Worldwide ad spending has nearly doubled since 2016, and the outlook remains bright.

Amazon—the largest driver of spending in this channel—has recently seen modest retail media revenue growth relative to its past performance. As a result, we have revised our retail media forecast down from where it was in H1 2024.

Voluntary buyouts in its Platforms and Devices unit suggest a pivot toward AI and cloud as its hardware struggles in a saturated market with slowing upgrade cycles.

Holiday spend, international transactions, and non-card payments boosted growth

Despite growing demand, the ACH Network may struggle to keep up this momentum as real-time competitors advance

The Super Bowl is one of the few collective experiences left: That’s why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.

CMOs are under increasing pressure to drive measurable business growth. Success requires more than marketing expertise—it takes strategic leadership to build AI-powered ecosystems, align data and technology, and improve consumer experiences for better marketing ROI.

Retail workers don’t have the same leverage they did a few years ago: But recent moves by Costco and Starbucks suggest that unions can exert some pull.

Why Amazon is returning to X: Elon Musk’s growing political importance is attracting spenders back to the platform.