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Retail & Ecommerce

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.

On today’s special edition podcast, ĢAV analysts Sarah Marzano and Max Willens explore how commerce media is reshaping advertising—covering platform innovation, measurement, and its overlap with CTV and social—before a fireside chat with Chase Media Solutions’ Lauren Griewski. Recorded live at the ĢAV Commerce Media Trends 2025 virtual summit on May 9th. Listen wherever you find podcasts, or watch on YouTube and Spotify.

Private label brands are no longer just the cheaper alternatives sitting on store shelves. They've evolved into strategic assets that build customer loyalty, boost retailer margins, and increasingly compete with national brands on quality and design, not just price.

David’s Bridal goes upscale: The retailer launched a higher-end boutique called Diamonds & Pearls that offers a more intimate, elevated experience.

Delinquencies for both student loans and credit cards could worsen as borrowers contend with more obligations

layers browse, click, and buy real merch inside their favorite games, ushering in a new era of immersive ecommerce.

Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.

On today’s podcast episode, we discuss where GenAI is being used along the current shopper journey, how agents can help, the most overhyped piece of this, and one thing retailers and brands are paying enough attention to as a result. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Carina Perkins and Principal Analyst Yory Wurmser.

Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating “a once in a career window to reorient your business to the opportunity,” according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.

Instacart has launched a new standalone app, Fizz, to help groups plan, purchase, and pay for party snacks and drinks.

Burberry will cut 20% of global workforce as sales slump continues: The company’s ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.

US immigration policy fuels hospitality and retail concerns: Deportations exacerbate hospitality labor shortages as consumer-goods makers cite softer sales.

Urban Outfitters teams up with Nike for “On Rotation”: The Gen Z-focused in-store experience features an assortment of Nike apparel and footwear curated for UO’s audience.

In today’s episode, we talk about how much debt consumers have, which buckets it lives in, and the likelihood of a ‘debt jubilee’. Join the discussion with host and Head of Business Development Rob Rubin, Senior Analyst Grace Broadbent and Senior Director of Forecasting Oscar Orozco.

40% of Gen Zers, and 19% of all consumers, have stopped using or purchasing brands who contradicted or reversed DEI efforts, according to a March survey by Ad Age and The Harris Poll.

With US commerce media ad spending projected to reach nearly $70 billion in 2025, understanding how to effectively operate in this space has become critical for marketers.

“As retail media has grown, the landscape has become increasingly complex and fragmented, said ĢAV principal analyst Sky Canaves during last week’s ĢAV's summit on Commerce Media Trends 2025. “Comparisons are hard when standards vary across channels and platforms.”

The payment services company hopes to win audiences connected to key international demographics.

It’s is betting that hardware rollouts and vertically integrated offerings can stave off competitors.

On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.