Healthy consumer spending and higher interest income drove gains. But consumers’ financial health isn’t on a glide path yet
Partnership negotiations will have to deal with the program’s list of hurdles
Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.
The enforcement action provides closure that could help boost the P2P app’s customer satisfaction in the long run
Best Buy takes another stab at an online marketplace: The consumer electronics giant, which operated a marketplace from 2011 to 2016, aims to align the marketplace’s SKUs with its product mix.
The battle between Walgreens and Cooler Screens underscores in-store retail media challenges: Glitchy technology, measurement challenges, and outdated store infrastructure doomed the partnership.
EV sales set a volume record in Q4: While sales jumped 15.2% YoY, momentum may slow this year if Republicans keep their pledge to repeal or scale back incentives.
The National Retail Federation’s (NRF) Big Show closed earlier this week, bringing together retailers, tech companies, and industry experts to discuss the future of retail. Key takeaways included Gen Z’s influence on shopping, which will last even if TikTok goes away, the accelerating trend cycle, hesitation to adopt new payment technologies, and the transformation of digital grocery. Here are four takeaways from the event.
Cracker Barrel led all US flowers, gifts, and greetings retailers with 5.8 million unique visitors in November 2024, according to Comscore.
Physical stores matter most for driving awareness. But online, social media platforms outrank multibrand retailers’ digital channels in driving product discovery, with the most pronounced impact among Gen Z shoppers.
This year, as the digital ad spend outpaces the time consumers are spending on the medium, media companies are leaning into revenue drivers like commerce media while also investing in content that builds community.
TikTok Shop’s demise could benefit Amazon, Etsy, and Temu: All three retailers are poised to scoop up spending in the event of a TikTok ban.
Currys expands retail media network into stores: The electronics retailer is betting that its unique access to 80% of UK households and extensive network of digital screens will appeal to advertisers.
The economy is trending in a positive direction: US consumer prices rose in December by less than forecast. We expect the Fed will stick with a wait-and-see approach.
DoorDash aims to transform how brands connect with customers through two new partnerships intended to make ads more relevant and shopping more personalized.
FDA flexes its muscles: It banned Red No. 3 and proposed requiring manufacturers to put new labels on the front of food packages.
On today's podcast episode, we discuss how the election influenced consumers' shopping habits, why returns spiked, and some way too early predictions for the 2025 holiday season. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Zak Stambor and Analyst Rachel Wolff.
In today’s episode of The Banking & Payments Show podcast, we talk about who the BaaS compliance crackdown will hit the most, why Walmart and Amazon will pilot pay-by-bank at checkout in 2025, and how consumer privacy will change under a second Trump administration. Join the discussion with host and Head of Business Development, Rob Rubin, and Principal Analysts Tiffani Montez and David Morris.
BNPL providers approved 79% of applications in 2022 thanks to counteroffers for subprime borrowers
The tie-up brings Klarna to more merchants' checkout pages without the need for individual merchant partnerships, helping it save time and money and more quickly ramp up its payments volume