蘑菇AV

Comparable sales at its namesake brand rose 7% YoY in Q4, handily beating expectations for a 1.7% gain. Comparable sales also rose at Old Navy and Banana Republic, but declined unexpectedly at Athleta.

While Kroger will get a sales boost this year owing to grocery inflation, it expects minimal to no changes to volumes, suggesting that consumers will remain hyper-focused on securing the best deals.

Competitors find room to grow, while Amazon looks beyond Prime Day (and Prime members) to generate incremental sales. In a potential nod to slowing growth during Prime Day, Amazon is adding incremental shopping events during other months of the year. In March 2024, the retailer hosted its first ever 鈥淏ig Spring 厂补濒别,鈥� which was not exclusive to Prime members but open to all customers.

JD.com鈥檚 retail sales rose 14.7% in Q4: That鈥檚 an encouraging sign for China鈥檚 retailers as they eagerly await a consumption recovery.

Record Prime Day sales, booming ad business powered Amazon to Q3 earnings beat: The retailer expects to carry that momentum into Q4.

Adidas鈥� CEO says Q4 results were 鈥榤uch better than we had expected鈥�: The company鈥檚 sales rose 19% YoY, ahead of analysts鈥� expectations, helping it gain ground on Nike.

Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.

Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.

Nordstrom ended the year on a high note: The retailer鈥檚 banner comparable sales rose 5.3% YoY in Q4, and off-price Rack鈥檚 comps increased 3.5%.

Comparable sales, or revenues from online sales and stores open at least 14 months, rose 0.5% YoY in the quarter, excluding the additional week in fiscal 2024. Best Buy had forecast those sales would be flat to down 3%. In the US, Q4 comparable sales rose 0.2% YoY.

On Running鈥檚 marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.

China is no longer the growth engine it once was, as the country鈥檚 economic doldrums and changing consumer tastes dampen sales. While there are pockets of opportunity in emerging markets like India, Thailand, and the Middle East, global economic uncertainty is taking its toll on luxury sales. Go further: Read our reports on US Luxury Consumers and Their Path to Purchase and Luxury Ecommerce.

TJX expects comparable sales in fiscal 2026 to increase 2% to 3% this year, which is both shy of analysts鈥� expectations for a 3.4% rise and a slowdown from the 4% growth seen in 2024. Unfavorable foreign exchange rates are expected to hurt earnings growth by 3% and sales growth by 1%. Still, as CFO John Klinger pointed out, challenging environments 鈥渢end to work pretty well for TJX.鈥�.

The number of companies generating more than $1 billion in annual US CTV ad sales more than doubled from two in 2020 to five in 2024. With ad dollars spreading out among services, a few streaming platforms stand out because of their heavy usage.

Over half of Gen Zers discover products primarily on TikTok and Instagram: Google鈥檚 relevance is fading as social search takes over.

Wayfair, Amazon鈥檚 October sales events delivered outsize results: The home furnishings retailer鈥檚 sales were up nearly 46% compared with the prior 4-week average, while Amazon鈥檚 sale drove a 26% lift.

Amid shifting consumer priorities, competitive promotional activity, and an unusual calendar, brands and retailers must fine-tune their holiday 2024 marketing strategies to maximize sales during this critical period.

Our take: With digital grocery sales growth slowing considerably, Instacart will have to pull as many levers as it can to lure shoppers and encourage them to spend. Its partnership with Uber is paying early dividends, as are its affordability efforts, but that momentum could soon shift in the face of broader economic uncertainty.

US ticketing service Ticketmaster had more unique visitors in December 2024 than the next nine sites/apps combined, according Comscore data.

Warehouse club membership has its privileges: Strong sales show that consumers see these stores as a smart way to save as costs rise.

Home Depot expects sales to grow 2.8% this year: While the housing market is unlikely to thaw, the home improvement retailer sees signs that consumers will stop putting off projects.

Target teams up with Disney on a new bedding collection: The expansion of its Pillowfort private-label line should help drive sales and brand loyalty.