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Retail & Ecommerce

On today's podcast episode, we discuss what Chipotle has that Starbucks is trying to gain, how Starbucks can turn the ship around, and what its struggles tell us about the greater retail world. Listen to the conversation with our analyst Sara Lebow as she hosts analyst Sky Canaves and vice president of content Suzy Davidkhanian.

ThredUp tests peer-to-peer marketplace model as losses pile up: The resale platform is in need of a reset as it struggles to navigate an uncertain economic environment.

Lowe’s joins Home Depot in warning of sales pressure amid difficult market conditions: The home improvement retailer lowered its FY sales forecast as skyrocketing prices, limited supply, and high borrowing costs weigh on the housing market.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

Digital shelf labels are small screens that attach to retail shelves, enabling retailers to update prices and product information in real time.

Lowe’s retail media network rebrand isn’t signaling a new identity, but a confirmation of the relationship it's built with its advertising partners.

Amazon tests removing product reviews and ratings from search: The retailer claims it will enhance the browsing experience, but it creates friction for the majority of shoppers who rely on customer feedback.

58% of brands and 51% of agencies would like to see retail media-like offerings from verticals beyond retail, according to Q4 2023 data from Criteo.

From the staying power of self-checkouts to the growing integration of mobile, here are three trends shaping the way consumers are completing their in-store purchases.

Walmart's ad business drives 26% revenue growth: Walmart Connect leads with 30% increase, outpacing Amazon's ad unit.

But usage of the payment option remained quite limited compared with the share of buyers who use BNPL at any point during the year

Product safety issues could derail Chinese ecommerce platforms’ growth ambitions: Shein and Temu are struggling to keep products with high levels of toxic substances—as well as those hazardous to babies and children—off their marketplaces.

Fast shipping, the vast selection of products, and high-quality customer service add to consumers’ growing attraction to online retail marketplaces, our analyst Sky Canaves said. “If there are any issues with the order, for example, there’s a trusted intermediary between the buyer and seller, which is why consumers may often feel that they have greater trust in marketplaces,” she said.

The US consumer is holding up, according to Walmart: The retailer raised its full-year outlook after solid spending from value-seeking shoppers drove it to a Q2 earnings beat—although it warned of uncertainty heading into election season.

Political campaigns embrace the creator economy: It's a recognition of creators' ability to influence voters and drive engagement.

On today's podcast episode, we discuss what's driving online store sales for Amazon, its outlook on brick-and-mortar, and how its ad business is continuing to outperform the market. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Rachel Wolff.

Aldi is partnering with Instacart to deploy the latter’s Connected Stores solution. The partnership comes at a time when consumers are increasingly turning to discount retailers for low prices amid a tough economic climate.

Neutrogena debuts product line on TikTok Shop in a bid to woo Gen Z skincare obsessives: The brand hopes to regain market share in the dermatological space after ceding ground to L’Oréal’s CeraVe and La Roche Posay.

On today's podcast episode, we discuss if ‘Just Walk Out’ technology will ever catch on at scale, how different generations respond to self-checkout, and what the next iteration of in-store payments will look like. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and David Morris.

DoorDash is the latest delivery platform to turn to streaming to boost membership sign-ups: The company will offer DashPass subscribers free access to Max’s ad-supported tier in a bid to boost sign-ups and grow sales.