The news: Chase will let customers transfer credit limits between cards online without having to make a phone call or send a secured message, per a report by the Frequent Miler. Our take: For credit cards courting millennial and Gen Z cardholders, managing and optimizing financial health simply will be critical to securing their loyalty.
Even though most retail dollars are spent in physical stores, experts say retail media dollars have been slow to meet those consumers
The news: Starbucks is lowering prices in China for some drinks as the country’s relentless price wars force the struggling coffee chain to shift gears. Our take: Starbucks’ pricing actions are necessary to keep it competitive in a challenging market. But it is increasingly struggling to keep up with the likes of Luckin Coffee and Cotti, which are not only considerably cheaper but also better able to meet Chinese consumers’ rapidly shifting tastes. With conditions in the world’s second-largest economy unlikely to improve this year, Starbucks will have to find a way to become nimbler—and more affordable—to keep within striking distance of its rivals.
Retail and commerce media were huge topics at last year’s Cannes Lions festival, and this year, the festival is doubling down on the channel by introducing a new retail media sub-category in the Media Lions and Creative Commerce Lions awards. However, “the tone is definitely shifting” as the industry matures—and faces the threat of tariff-related impacts, according to our analyst, Sarah Marzano.
The trend: Walmart and Amazon are determined to take drone delivery mainstream. Our take: It’s easy to understand the sci-fi appeal of drone delivery—but whether it’s feasible remains a question that retailers are still struggling to answer.
Advertisers’ push for a unified strategy across retail media, loyalty programs, and merchandising is raising the bar on data and transparency. Paul Lentz, executive director and head of strategic development at CVS Media Exchange, shares how new collaborations—from The Trade Desk to social platforms—can help brands see every ad dollar’s impact.
The news: Fiserv will acquire the remaining 49.9% stake in AIB Merchant Services, one of Ireland’s largest payment solutions providers and Europe’s largest ecommerce acquirers. Our take: Fiserv has to find innovative ways to grow among a competitive POS landscape, rising softPOS adoption, and pervasive economic uncertainty.
The insight: Clothing rental services are in the midst of a resurgence. Rent the Runway ended Q1 with a record number of subscribers, while Urban Outfitters-owned Nuuly added 40,000 members in the quarter alone. Our take: It’s taken time for companies to prove that the clothing subscription model can be sustainable. While Nuuly was the first to reach profitability, Rent the Runway’s rebound shows that there is an appetite for rental services that can deliver high-quality products at an affordable price point, as well as capitalize on consumers’ desire for newness.
Over 4 in 10 (44.4%) of US Adults are somewhat or very likely to use an AI tool like ChatGPT or Copilot to research potential purchases, according to April data from Attest.
The news: Amazon is testing humanoid delivery robots, per The Information, which could work in tandem with human drivers or as part of an autonomous fleet of delivery vehicles. The humanoid robotics team is working on incorporating large language models (LLMs) from Chinese companies DeepSeek and Alibaba so the bots can contextualize real-world surroundings. Our take: Delivery bots could help with heavy loads and ease the burden on human drivers, but Amazon might be better served with a less human form factor, such as a platform with walking legs to carry packages. The focus on humanoids could limit functionality, and bringing the uncanny valley to consumers’ front door could be off-putting.
Centralized payment options and automating spend threshold One Credential can help to keep PayPal products top-of-wallet for Gen Z.
With account integration ending for Android wallets, PayPal sets its sights on keeping more users within its own ecosystem.
The trend: Consumer packaged goods brands are prioritizing profitability as macroeconomic headwinds reshape consumer behavior. For example, Kimberly-Clark is selling a majority stake in its international tissue business to Suzano and P&G is cutting roughly 15% of its global nonmanufacturing workforce. Our take: While short-term headwinds may be driving CPG companies’ actions, portfolio reassessment is a valuable exercise in any economic climate. Those that take the time to find efficiencies that enable them to emerge stronger and more agile will be better positioned for long-term success than companies simply focused on cutting costs.
The news: Lululemon beat earnings expectations and met revenue forecasts in Q1, but softening demand in its core Americas market cast a shadow over the results. Our take: Even premium brands aren’t immune to macro pressures. As consumers grow increasingly cost-conscious, discretionary purchases—especially those with big price tags—are easy for consumers to postpone. Lululemon’s challenge now is not just product innovation, but convincing shoppers its value proposition is worth the premium.
On today’s podcast episode, we check in on how retailers’ financials are looking this year, different approaches to inventory, and what Q2 is telling us. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analysts Blake Droesch and Zak Stambor.
29.5% of consumers say tariff-fueled price hikes would immediately impact their buying habits, and only 2.3% say their buying habits wouldn’t be impacted at all by price, according to a February 2025 Omnisend survey.
The news: Spirit Halloween canceled its annual kickoff event due to “international disruptions and supply chain challenges,” it said in a social media post. Our take: While the retailer did not directly cite tariffs, it is the latest warning sign that President Donald Trump’s “Liberation Day” duties could result in emptier shelves during key shopping seasons.