Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald’s, which reported its US same-store sales fell 3.6%.
Article
| May 1, 2025
Amazon’s earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.
Article
| May 1, 2025
Chart
| May 1, 2025
Source: ĢAV
Chart
| May 1, 2025
Source: ĢAV
Chart
| May 1, 2025
Source: KFF (formerly Kaiser Family Foundation)
Gen Z will be the fastest-growing group of digital buyers in 2025. In addition, they’re more willing than previous generations to switch brands. So, brands and retailers should focus on enticing them while also retaining existing customers.
Report
| Apr 30, 2025
Amid dizzying policy unpredictability and a grab bag of unpleasant economic possibilities, precise ad spend forecasting is challenging. A scenarios-based approach can help clarify potential outcomes.
Report
| Apr 30, 2025
Snap earnings paint a grim picture for 2025: While revenues were up, the company pulled its guidance and lost 1 million users.
Article
| Apr 30, 2025
Execs face boardroom pressure to scale AI fast, but talent gaps, infrastructure issues, and employee resistance are holding progress back.
Article
| Apr 30, 2025
By automating reservations, triaging inquiries, and personalizing responses, Yelp is betting that smarter services will keep businesses paying and users engaged.
Article
| Apr 30, 2025
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analysts Arielle Feger and Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Audio
| Apr 30, 2025
New tariffs will create ripple effects across retail—and returns will be no exception.
With US retail returns predicted to exceed $1 trillion this year, according to a December 2024 ĢAV forecast, the pressure is on retailers to adapt.
Article
| Apr 30, 2025
When it comes to mobile marketing, SMS is a timely approach to bringing brands closer to their audience.
Article
| Apr 30, 2025
53% of US Gen Z adults say they have, are, or will participate in an economic boycott—more than any other generation, per a March 2025 Harris Poll.
Article
| Apr 30, 2025
Article
| Apr 30, 2025
Article
| Apr 30, 2025
Lakota Federal Credit Union introduced a mobile banking unit so remote tribal members can participate.
Article
| Apr 30, 2025
Article
| Apr 30, 2025
Banks have an opportunity to build trust by recommending relevant products and engaging on social media.
Article
| Apr 30, 2025
Brands redefine customer acquisition through tech partnerships: Retailers tap nontraditional channels to connect with new audiences in a challenging economy
Article
| Apr 30, 2025
Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.
Article
| Apr 30, 2025
ChatGPT gets too friendly, OpenAI hits undo: The GPT-4o update turned ChatGPT into a sycophant, prompting OpenAI to reverse course and raising new concerns about rushed genAI development.
Article
| Apr 30, 2025
Shein considers restructuring to minimize tariff, de minimis impact: But any move to shift production out of China could provoke Beijing’s ire—and derail its long-awaited IPO.
Article
| Apr 30, 2025
Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.
Article
| Apr 30, 2025
Pushing out contractors to prioritize automation could save costs but risks alienating users, hurting team morale, and compromising content quality in the short term.
Article
| Apr 30, 2025