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Retail & Ecommerce

Travel and food propped up spending in Q1, but consumers are pulling back amid record-high credit card debt and inflation.

D2C ecommerce is rapidly evolving, driven by digital marketing, AI-enhanced personalization, sustainability, and more. By identifying and leveraging these emerging trends, businesses can effectively adapt to this competitive environment and address the dynamic expectations of consumers today.

Malls are struggling to stay profitable as consumer behaviors change and shopping moves even more online. While foot traffic and occupancy rates are down, there are some opportunities for growth. By changing up their retail mix and mastering the omnichannel experience, malls can regain relevance among shoppers.

Disney and Kroger team up to enhance targeting, measurement capabilities: The partnership gives CPG advertisers the ability to better connect ad exposures to sales or their KPI of choice. (This article was written with the assistance of ChatGPT.)

Declining demand and rising costs are taking a toll. Samsung and Apple dominate the premium segment, leaving room for budget brands to thrive in emerging markets.

Network International is mulling a $2.6B acquisition bid, which reflects the widespread payments digitization in the region.

Despite bankruptcy rumors, Carvana will be the fastest-growing retail ecommerce company in the US both this year and next year, according to our forecast. In second place this year is Chewy, signaling the strength of category-focused retailers.

Wedding demand is returning to prepandemic levels: But that won’t be enough to save David’s Bridal, even as jeweler Signet prepares for a wave of engagements.

“Over 50% [of users] say they view Pinterest as a place to shop,” said Pinterest CEO Bill Ready. “Yet we haven’t made it easy for them to shop historically, as shoppable content was not integrated into core experiences.”

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why US home improvement company Lowe's didn't work out in Canada, why Canadian athletic apparel retailer lululemon athletica succeeded in the US, and which Canadian brands would prosper in the US if they chose to fly south. Join our analyst Sara Lebow as she hosts analyst Paul Briggs and vice president of content Suzy Davidkhanian.

Elon’s X dreams will suffer from Twitter’s trust problem: Piecemeal partnerships, like its latest with eToro, won’t drive the earth-shattering change the social media platform needs.

Digital transformation has upended the global remittance market, thereby pressuring consumer pricing, reshaping the competitive battlefield, and creating new playbooks for traditional money transfer operators.

On today's episode, we discuss what to make of Microsoft putting ads in its AI-powered Bing Chat platform, the biggest pitfalls of companies using generative AI, and publishers' concerns about AI chatbots cutting readership. "In Other News," we talk about how much retail media networks are actually boosting the US ad market and which car manufacturers are leading the US electric vehicle (EV) race. Tune in to the discussion with our analysts Gadjo Sevilla and Max Willens.

US consumers are increasingly turning to Walmart.com, YouTube, Instagram, and TikTok to start their online shopping searches, according to Jungle Scout. Amazon, search engines, and Facebook have lost share since Q1 2022.

CTV to continue strong US growth: Households using the format to more than double pay TV in 2024, aided by tech shifts.

Retailers and restaurants struggle to fill positions: Over 36% of companies said hiring has gotten harder over the past year.

“The lines between physical and digital experiences are becoming blurred, and businesses need to resource and cater to both adequately,” said Diana Haussling, vice president and general manager of consumer experience and growth at Colgate-Palmolive.

Higher-income consumers feel the pinch of soaring inflation: US retail sales growth slowed to 2.9% year-over-year in March as spending on big-ticket items slowed.

Walmart to sell Bonobos as digitally native D2C brands lose their luster: WHP Global and Express will acquire the brand for $75 million to shore up the latter’s business.