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Retail & Ecommerce

Regulatory clarity should usher in an era of accelerated crypto ownership and payments adoption—although it won’t happen overnight

Over half of retailer executives say that they implemented a return fee to discourage customers from initiating returns, according to October 2024 data from Optoro. Thirty-nine percent of executives said they launched a fee to discourage excessive or abusive returns, while 20% said it is to make it difficult or discourage customers from returning products.

The National Retail Federation (NRF)’s Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge—exceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

Logistics and the supply chain will take center stage this year: While a port strike may be off the table, rising costs and geopolitical tensions will force retailers to make hard choices.

Tariffs will upend the status quo: Retailers need to brace themselves for a new era of protectionist trade policies that drive up costs and eat into consumers’ spending power.

But the social media platform may struggle to get its users on board unless it can differentiate the P2P service from its peers

This deviation from prior months’ trends may signify consumers are starting to pay off their debts and cut back spending

JCPenney joins forces with Aeropostale’s owner to form Catalyst Brands: The new company aims to tap into its vast pool of customer data to cross-sell across its portfolio.

Amazon will begin selling its ad tech to third-party retailers: The new Amazon Retail Ad Service will give companies access to the retailer’s advanced targeting and sizable advertiser network.

Marks & Spencer, Tesco flag challenges as UK economy weakens: Confidence is slumping due to concerns over tax hikes and sluggish consumer demand.

Ad-supported streaming grows: 66% of US viewers prefer affordability as Netflix and Amazon refine ad strategies with lighter loads and live content.

86% of US adults have used self-checkout, and 70% have used mobile apps for shopping, per a September 2024 study from Morning Consult.

Customer data collection, the dawn of retail media, and AI-assisted shopping has upended a retail industry already in the midst of a big-box transformation at the tail end of the 20th century. And then there is one of the biggest elephants in the room: Amazon. Here are some of the most impactful changes that marketing leaders have seen over the last 25 years.

Trump’s tariff threats create stress and uncertainty: “Nothing is off the table” when it comes to the shape, structure, or form of tariffs, which makes planning for them difficult.

Whatnot raises $265M amid TikTok ban fears: ByteDance pushes Lemon8, but the US-based livestream shipping platform gains investor confidence and market traction.

Albertsons looks ahead: With the proposed Kroger merger in the rearview mirror, the grocer raised its annual profit forecast and mapped out its growth plans.

Instacart announces slew of partnerships to combat slowing growth: The delivery platform is adding new retail partners and expanding its ad reach.

On today's podcast episode, we discuss how retailers are giving customers more bang for their buck with discounts and freebies, how gamified loyalty programs are becoming more sophisticated, and more. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch.

PayPal is the most popular mobile payment app that US adults typically use, with over twice as many users as the next most popular choice, Venmo, according to November 2024 data from YouGov.