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.
Rates are hovering around 7% and customers waiting to buy may need some alternative strategies.
Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.
Over 20% of U.S. digital buyers (21.7%) will make a purchase off a livestream in 2025, according to an October 2024 Ä¢¹½AV forecast.
As retailers strive to improve in-store experiences and beef up loyalty programs, CVS is testing one stone for those two birds. As part of the recent revamp of its mobile app, CVS is letting loyalty program members use the retailer's app to access locked-up products in select stores.
Q4 household spending surged past expectations: Consumer spending rose 4.2%, marking the first time since late 2021 that growth has exceeded 3% for two consecutive quarters—a strong signal that the economy remains resilient.
Partnerships, non-card payments, and value-added services will help offset potential losses from the Capital One-Discover merger
Other airlines like Alaska Airlines have also pushed into the premium space as the cards can bring in higher volume and revenues
While meme coins don’t have a long-term future as a payment method, there is growing momentum for stablecoin crypto payments
Retail crime is out of control, UK retailers say: Their concerns are shared across the pond, as US businesses struggle to stem in-store and online theft.
Hy-Vee promotes head of retail media to be CMO: The fast-growing sector is providing a new path to corporate leadership.
Twin Peaks went public as a standalone company: Investors’ response to the sports bar chain could determine whether companies like Panera and Inspire Brands—parent of Dunkin’—IPO this year.
Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.
Horizon Media is hunting for acquisitions: The US agency is targeting companies in the influencer marketing and retail media sectors.
Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl’s are searching for a winning formula to revitalize the struggling department store model.
Brazil’s ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.
Quince raised $120 million in new funding: The retailer’s strategy of selling low-priced versions of high-end apparel and accessories is working.