But it couldn't convince shoppers to splurge on the types of discretionary purchases it relies on, leading to a frustrating quarter. Revenues were $25.67 billion, up 0.9% YoY but below the $25.90 billion expected. Earnings per share were $1.85, down 11.9% YoY and roughly 20% short of the $2.30 that analysts expected— its biggest miss in two years.
Article
| Nov 20, 2024
Fresh shoppers buy groceries online more frequently than customers who buy on other leading platforms. Nearly 85% of Amazon Fresh buyers shop for groceries online multiple times per month. While they may not always be shopping on Amazon Fresh, this cohort buys groceries online far more often than the average digital grocery buyer, as well as those who shop on other leading platforms.
Report
| Sep 15, 2023
DoorDash’s efforts to broaden the array of merchants on its marketplace—from restaurants to grocers to retailers like Ulta Beauty and Lowe’s—enabled it to attract a broader array of customers, as well as grow order frequency across verticals.
Article
| Aug 6, 2024
In the early 20th century, before the effects of radioactivity were known, radioactive elements were promoted in many products including watches, cosmetics, and toothpaste. The 2000s saw the rise of Second Life, and many brands set up shop in its metaverse. The game's popularity quickly died down, leaving many digital activations standing in virtual ghost towns.
Article
| Dec 12, 2024
On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.
Audio
| Feb 5, 2025
The top spending categories outside of fashion and beauty were personal care, followed by household supplies. And the fastest growing category was vitamins and supplements. Cash App Card. Cash App Card transactions grew 19% YoY over the holiday period. Social commerce purchases made using the debit card surged 139% YoY.
Article
| Dec 3, 2024
Dollar General’s Popshelf format announces app, loyalty, and store updates to attract wealthier shoppers: The retailer will also close all locations in DG Market stores after the assortment failed to win over the dollar store’s core customer base.
Article
| Oct 21, 2024
Walmart’s strong Q3 bodes well for its holiday performance: The retailer’s sales and profits beat expectations thanks to healthy ecommerce growth, more affluent shoppers, and recovering general merchandise sales.
Article
| Nov 19, 2024
A) e.l.f Cosmetics B) Uber Eats C) Ulta Beauty D) Olipop. Created for e.l.f’s Mexico-based consumers, "Descubre e.l.f.ecto" features storylines like a distressed woman who has yet to discover affordable and long lasting makeup. The campaign follows the brand’s entry into Sephora Mexico in October 2024. February 20, 2025.
Report
| May 7, 2025
In H1 2023, the top five brands on TikTok in terms of mentions driven by influencer content were Aritzia, Revolve, Winners, Shoppers Beauty, and Sephora, per HypeAuditor. It also reported that 62.7% of TikTok users in Canada are women, so it’s no surprise the top five are predominantly brands that focus on Gen Z women and teens. What does this mean for marketers?
Report
| Sep 18, 2023
UK retail sales rose unexpectedly in September, thanks to the new iPhone and Oasis: Back-to-school shopping and entertainment spending boosted demand for non-essential items, although poor weather and consumer caution dented supermarket sales.
Article
| Oct 18, 2024
Consumers are opting for either entry-level items like eyewear and fragrances or top-shelf luxury goods like jewelry, yachts, and cars—a sign of the bifurcation in the market as wealthy shoppers continue to spend and aspirational customers pull back. Shoppers are also spending less time in brands’ flagship stores and more time in outlets to take advantage of lower prices.
Article
| Nov 13, 2024
Chart
| Jun 10, 2024
Source: Digiday; Bigcommerce; Glossy
Chart
| Jun 10, 2024
Source: Digiday; Bigcommerce; Glossy
Chart
| Jun 10, 2024
Source: Digiday; Bigcommerce; Glossy
Chart
| May 14, 2024
Source: Ipsos
Nordstrom gives its shopping app a genAI upgrade: The department store retailer hopes enhanced search and personalization capabilities will give it an edge this holiday season.
Article
| Nov 18, 2024
Chart
| Apr 30, 2024
Source: CivicScience
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| Apr 30, 2024
Source: CivicScience
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| Apr 23, 2024
Source: CivicScience
Chart
| May 31, 2023
Source: Bolt Inc.
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| Apr 22, 2024
Source: CivicScience
Chart
| May 31, 2023
Source: Bolt Inc.
Chart
| Jan 30, 2023
Source: The NPD Group
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| Apr 27, 2023
Source: Rockerbox