蘑菇AV

A competitive ecommerce market has propelled retail digital ad spending to the top of the rankings. Digital ad spending overtook traditional in France in 2022 for the first time. Retail has led the way, though. Domestic retail brands like Carrefour and E.Leclerc have been growing their digital presence for many years.

TikTok offers users Shop credits in last-ditch attempt to boost sales, downloads before US ban: The platform is dangling hundreds of dollars in incentives to increase engagement.

By 2027, a quarter of all digital shoppers will engage with AR shopping, per our forecast. And by 2028, 78% of social network users are projected to interact with its shopping features.

Before becoming CFO, he led the company鈥檚 beauty and wellbeing unit, which accounted for 22% of turnover in 2024, and is an important prong in Unilever鈥檚 turnaround strategy.

鈥淭丑别 linkage that still is not 100% there in the industry is direct attribution to sales,鈥� said Oshiya Savur, chief marketing officer at beauty incubator Maesa. 鈥淚t is very important for a brand, but it鈥檚 hard to put an ROI metric on it in traditional revenue terms.鈥�.

Beauty remain dedicated, arguing that inclusive marketing represents both social responsibility and a business necessity. Our take: As more companies face consumer boycotts in upcoming weeks, brands may adjust their current stances on DEI, especially if the boycotts are surprisingly successful.

Still, 76% anticipate changing shopping habits due to tariffs, per Numerator. Brands need the right messaging to retain those consumers.

Gen Z is also searching where it鈥檚 shopping. More than half of Gen Zers who used social platforms for product discovery or shopping had done so on TikTok or Instagram鈥攖wo of the most popular platforms for social search鈥攊n the preceding month, per our survey. Pinterest is a shopping standout.

If department stores are going to thrive, they must find a way to inspire shoppers and create an experience that resonates beyond just the products they sell. Go further: Read our analysis of department stores鈥� Q3 results in our Retail & Ecommerce Earnings Q3 2024 report. Our Q4 report will go live in mid-March.

Big-box and ecommerce giants show divergent strengths. Walmart delivered impressive Q4 results with revenue up 4.1% to $180.6 billion and US same-store sales rising 4.6%. Ecommerce excelled, with Walmart's US online sales jumping 20% in the quarter.

UK-based health and beauty retailer Boots. It had been in talks to be sold multiple times over the past few years. What a sale-and-split means for Walgreens鈥� future: A take-private sale could alleviate some of the pressure that Walgreens has been dealing with over the past few years. Not having to meet shareholders鈥� expectations would allow executives to focus on reorganizing the new business units.

Dupe culture goes mainstream: Target and e.l.f. Beauty are among the companies benefiting from Gen Zers鈥� affinity for cheaper versions of premium products.

Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire鈥檚 leans on content to engage Gen Zalphas. Meanwhile, Macy鈥檚 downsizes, e.l.f. Beauty aims to go viral, and Walmart makes strides in media. Here are six retailers that are most likely to makeover, reinvent, go viral, and more, as predicted by our analysts in a recent 鈥淩eimagining Retail鈥� podcast episode.

With over 34 million members, Sephora鈥檚 Beauty Insider loyalty program is generally regarded as one of the best loyalty programs in the US. To keep customers coming back, Sephora is balancing gamified experiences with the classic rewards that it knows customers like. Here are five tips from Emmy Brown Berlind, senior vice president and general manager of loyalty at Sephora, on how retailers can level up their loyalty programs and deliver a best-in-class experience.

Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.

According to Piper Sandler鈥檚 45th semi-annual survey of US teen consumers, Gen Z spending was up 2% YoY to $2,419 annually. We dig into some of the key findings from the survey and offer our perspective, including why Ulta Beauty is proof the 鈥渓ipstick effect鈥� is in full swing and how Amazon can keep up with platforms like TikTok.

Consumer spending patterns shifted in 2023: Retailers like Walmart, TJ Maxx, and E.l.f Beauty benefited from consumers growing cost consciousness.

Forty-four percent of US adults plan to spend their normal amount on health and beauty products this year, according to a MetaPack survey. More than two-thirds said they鈥檙e not changing their spending on apparel (39%) or on DIY and gardening (34%).

鈥淭丑别 beauty of a clean room is that it's a privacy-centric way for CVS to share data from its 74 million Extra Care members and for us to share the data from our 498 million users, and end up with a repository of powerful, completely anonymized first-party data,鈥� said Carrie Sweeney, VP of retail at Pinterest. 鈥淭丑别n we can connect our users with targeted ads without sharing any of their personal data, just as CVS can on its website.鈥�

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.

Victoria鈥檚 Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.

鈥淥耻迟-辞蹿-丑辞尘别鈥檚 beauty is its proximity,鈥� said Steve Nicklin, senior vice president of marketing and analytics at the Out of Home Advertising Association (OAAA). 鈥淲e're also intercepting consumers when they're most likely to act.鈥�

UK retail sales are performing better than expected, with consumers still spending despite high inflation鈥攂ut ecommerce will lose further share this year as shoppers continue returning to stores and cut nonessential spending.