蘑菇AV

Tighter economic climate forces companies to focus on profitability: The paradigm shift away from long-term bets has driven changes everywhere from Amazon to Wayfair to Sweetgreen.

That鈥檚 had a trickle-down effect on retailers and brands ranging from Home Depot to Wayfair to Sherwin-Williams. So far, the US Federal Reserve鈥檚 interest rate cuts have done little for mortgage rates, which more closely track yields on 10-year Treasury bonds.

Wayfair also debuted a new loyalty program, which will cost $29 a year and offer 5% back in rewards. Lowe鈥檚 recently added a new feature to its loyalty program, Lowe鈥檚 Digital Home Platform. This platform gives members access to free, personalized information about products in their homes, including warranties, manuals, maintenance suggestions, and how-to content.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. 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 Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President 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.

And at number ten we have Wayfair, for opening its second brick-and-mortar store in Atlanta. Now it is time for our second half where Sky and Rachel get to tell us where we went wrong. Both of them will have a chance to move a brand up or down our rankings and to add a new company entirely. So Sky, why don't you go first and make a move? Sky Canaves:.

As the share of US ecommerce sales on marketplaces continues to expand, our latest survey examines consumer buying habits and expectations across leading platforms.

As a result, a wide swath of companies that sell housing-related products鈥攊ncluding home improvement retailers like Home Depot and Lowe鈥檚, consumer electronics retailers like Best Buy, and furniture sellers like Wayfair鈥攕uffered. Making it cheaper to borrow money could drive more consumers to splurge on big-ticket items like TVs.

Cosmetics, Wayfair, Alo Yoga, J.Crew, and StockX have already created shopping experience for the device. 蘑菇AV research is based on the idea that multiple sources and a variety of perspectives lead to better analysis.

The situation drove Wayfair CEO Niraj Shah to compare consumers鈥� reluctance to spend to the landscape during the Great Recession. In addition to the looming economic storm clouds, consumers have also been distracted by the flood of news that turned consumers鈥� attention away from shopping, Olsavsky told reporters, according to The New York Times.

Lowe鈥檚 will maintain its share as Wayfair falters. The home improvement retailer will solidify its position in the No. 12 slot in 2024, while struggling furniture retailer Wayfair loses share and falls to No. 13. Already-dominant Amazon will gain most market share. The ecommerce giant will increase its market share by 0.4 percentage points to 38.0% next year, the largest increase of any company.

And digitally native brands Wayfair and Warby Parker invested big in physical retail. Here鈥檚 our Unofficial Most Interesting Retailers List for May 2024. 1. Walmart.

Wayfair. In May, Wayfair will open doors to its first large-format store, boasting more than 150,000 square feet and a restaurant in Illinois. This comes amid a brand refresh and a new "Welcome to The Wayborhood" campaign that included celeb-studded ads spots during the Academy Awards and a Pinterest Creator Tour. What鈥檚 interesting:.

Brands approaching the edge: Kohl鈥檚 and Wayfair need to shift gears if they want to stay afloat. 鈥淲补测蹿补颈谤 for a very long time followed an Amazon-type path of spending heavily to build and grab market share and investing in far-off bets,鈥� said Stambor. The issue? People don鈥檛 buy furniture that often. So even loyal consumers don鈥檛 return often enough for Wayfair to cash in.

A May home improvement event: 鈥淚 could see Amazon having a spring event that is built around this whole idea of home improvement, maybe trying to capture some of that share from 奥补测蹿补颈谤,鈥� Lipsman said. Wayfair set the precedent with Way Day. Amazon has 28.9% penetration in the US ecommerce furniture and home furnishings, according to our forecast.

Big partners: CMX, Albertsons Media Collective, Wayfair. The Trade Desk. What it does: The Trade Desk has a self-serve DSP that allows advertisers to compare potential ad buys across retailers on the platform. It empowers off-site retail media ad growth by marrying purchase information with off-site platforms.

Retailers like Best Buy and Wayfair are playing from behind this year, with demand for consumer electronics and home furnishings still looking to turn the corner. Consumer electronics sales should begin to improve with an expected strong season for iPhone 15 demand, but there aren鈥檛 a lot of other new products in high demand to drive outsize gains.

A host of other companies, including furniture retailers Wayfair and Williams-Sonoma, appliance maker Whirlpool, and paint company Sherwin-Williams, also saw Q1 sales declines. Brighter days ahead? There鈥檚 growing sentiment from experts such as Goldman Sachs CEO David Solomon that the Federal Reserve may not cut interest rates at all this year.

Wayfair? Maybe it's recency bias because I literally was at opening day, its first large format store, which is very much in my way. But Wayfair is actually making some interesting plays here. The one, the large format store is really nice and it has definitely captured the attention of people who live around me because it's all anybody is talking about. But beyond that, a few other things.

The news: More than 10 major brands including General Motors, PepsiCo, T-Mobile, Marriott Bonvoy, and Wayfair have joined The Currency Council, a new measurement initiative announced by NBCUniversal on Wednesday.

At the time, former 蘑菇AV analyst Andrew Lipsman theorized in an episode of Reimagining Retail that Amazon might use the sale to grow its share of the home improvement and furnishings market, like Wayfair attempted with Way Day. That appears to be Amazon鈥檚 thinking precisely.

Lowe鈥檚 will maintain its share as Wayfair falters. The home improvement retailer will solidify its position in the No. 12 slot in 2024, while struggling furniture retailer Wayfair loses share and falls to No. 13. Already-dominant Amazon will gain most market share. The ecommerce giant will increase its market share by 0.4 percentage points to 38.0% next year, the largest increase of any company.

OSP鈥檚 demise, along with cutbacks of similar programs at competitor retailers such as eBay, Target, and Wayfair, has many of those same publishers going back to the drawing board. Influencer videos have gotten hot 鈥� and less lucrative. Amazon isn鈥檛 backing away from on-site content.