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How we got here: Nike鈥檚 misplaced bet on direct-to-consumer sales (a topic we explore in today鈥檚 episode of 鈥淩eimagining Retail鈥�) enabled On and other upstart brands to grab valuable shelf space, driving shoppers to give their offerings a try. On took the opportunity and ran with it. It focused on product innovation.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

With most of the US already watching, growth in overall OTT viewership has slowed to a crawl. But some platforms, formats, and service tiers are still booming, and digital pay TV is complicating the linear TV narrative.

Major retailers like IKEA, Walmart, and ThredUp are launching peer-to-peer resale marketplaces, aiming to capture a slice of the booming secondhand market. This trend comes as US marketplace ecommerce sales are projected to surpass $500 billion next year, according to our forecast.

Pinterest gets an Amazon bump, but the holiday is gray: A lower- than- expected Q4 forecast and heavy spending sent its stock tumbling.

Here鈥檚 what a TikTok-less America would look like for marketers, users, and creators, based on our latest forecasts.

Meanwhile, Under Armour now expects its operating loss for FY25 to be as much as $196 million, compared with its previous forecast of a loss up to $240 million.

Snap is having trouble monetizing because Snapchat is primarily a chat platform, and 鈥渕essaging apps are notoriously difficult to monetize,鈥� according to our analyst Jasmine Enberg. The company could lean into its software as a service retail offerings, but consumers also aren鈥檛 sold on AR for shopping. Just 12.4% of US adults use AR for shopping, according to our forecast.

Our latest forecast and exclusive consumer surveys highlight the most compelling omnichannel opportunities for fashion brands, retailers, and marketers.

When it comes to retail memberships, Amazon is the leader, boasting 97.2 million household Amazon Prime members across the US, nearly three-quarters of the country鈥檚 total households, per our forecast. Taking a page from Amazon鈥檚 playbook, retailers like Walmart, Best Buy, and Target are using their own members-only sales events to build out their retail memberships.

US consumer spending rose 3.7% in Q3: Several indicators suggest the US economy is on sound footing as inflation wanes and consumer sentiment ticks up.

Donald Trump and Kamala Harris offer two starkly different perspectives on how best to manage the US economy and what changes are needed to put the country on the right path.

US travel media network (TMN) ad spend will reach $2.13 billion this year and increase to $2.96 billion in 2026, per our September 2024 forecast.

Crocs forecast 2% growth for its namesake brand in Q4鈥攁 marked slowdown from last year when its revenues grew 10.0% year over year (YoY). The company projects sales for its struggling casual sneaker and loafer Heydude brand to decline 4% to 6% YoY. That鈥檚 an improvement from last year when sales fell 18.5% YoY to $228 million.

Unfortunate news for those of us who watch these numbers closely and report on them, but also not that surprising. Like we were saying, if the subscriber well starts to run dry a little bit, not putting that number front and center isn't such a bad thing. Marcus Johnson (20:21):. We've seen it from Meta with their daily active users.

But context is important: Sales will be more than 59% higher than they were in 2019鈥攁nd 51.9% higher than where we forecast 2024 sales would land back in February 2020. The companies also expect to benefit from the painful initiatives they鈥檝e endured throughout this year. Go further: Read Data Drop: 4 Charts on the State of the US Toy Industry.

On today's podcast episode, we discuss the numbers that summed up this year鈥檚 record breaking WNBA season the most, how TV鈥檚 biggest attraction (the NFL) is getting on, how a new 鈥渃lick to cancel鈥� rule will change consumer behavior, how much store themed marketing can move the needle, what percentage of college athletes make it to the pros, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Director of Forecasting Oscar Orozco.

Strong quarters drove both companies to hike their full-year forecasts. Deckers expects fiscal 2025 net sales to grow roughly 12% year over year (YoY) to $4.8 billion, up from its previous guidance of 10% growth. It also boosted its diluted earnings per share (EPS) forecast to a range of $5.15 to $5.25.

Retail ecommerce has entered a new era of slow and steady growth in most countries. This status quo replaces the previous era of spectacular growth and jarring declines.