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Pinterest is particularly popular among mothers for providing inspiration on topics like crafts, decor, recipes, fashion, and shopping. Pinterest has nearly twice the reach among mothers compared with the total digital population (64.7% versus 31.9%), and use among mothers has increased in terms of unique visitors and time spent in the last year, according to Comscore鈥檚 MMX Multi-Platform.

Cyber Monday in particular 鈥渨as a day for splurge purchases,鈥� said Caila Schwartz, Salesforce director for consumer insights, with considerable growth in the luxury handbag and apparel categories.

Sectors such as retail, real estate, travel, beauty, and fashion will benefit from AR/VR adoption more quickly than other industries. Marketing teams should develop phased implementation strategies that begin with simple applications delivering clear, measurable ROI before expanding into more sophisticated immersive branded experiences.

Apparel, electronics, and footwear retailers will be particularly challenged. Sony, Anker, and even Hermes have raised prices. Retailers focused on essential goods, strong private labels, and value-driven pricing are better positioned to weather the disruption. Larger players like Walmart and Costco may gain share by leveraging their scale to absorb or negotiate around added costs.

That benefited popular retailers like Shein and Temu that ship cheap apparel to US consumers and advertise heavily to them across social networks. Trump plans to close this loophole on May 2, at which point these packages will face either a 120% tariff or $100 fee. Retailers like Shein and Temu are cutting back on ad spend, hurting social platforms.

Apparel, beauty, and digital drove growth. Bluemercury delivered its 15th consecutive quarter of comp sales growth鈥攗p 3.3% YoY鈥攖hanks to resilient demand for premium beauty, particularly skincare. Macy鈥檚 advertising business also grew during the quarter: Sales rose 13.9% YoY to $41 million, although that was not enough to offset the $22 million (15.5%) YoY decline in credit card revenues.

Trend reports, which use genAI to uncover and showcase the most relevant fashion and beauty trends. Style Swipes, which recommend products based on customers鈥� habits and preferences. Improved search capabilities that let shoppers describe what they鈥檙e looking for in their own words, such as 鈥渃ozy red sweater鈥�.

Yeah, and that's also fashion forward because as we know, that's Apple's big aspiration. They want to be a vogue brand, and so I could totally see them get behind that, even if it's just an accessory to the iPhone at first. Marcus Johnson:. Jacob, let's move to your trend for round two quickly here. So could you start by giving us the lay of the land?

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Walmart's grocery success鈥攁long with its increasingly popular Walmart+ membership program鈥攈as helped it win over more affluent consumers, and it鈥檚 starting to offer more premium products in beauty and apparel to steal market share from Target. Unlike Walmart鈥攐r Costco, which has a similar upscale customer base to Target鈥擳arget hasn鈥檛 found a formula that works in this macroeconomic environment.

There were bargains to be had across several key categories, including toys (down 27.8% compared with listed price), electronics (down 27.4%), TVs (down 24.2%), and apparel (down 22.2%), per Adobe Analytics. Lower-than-expected prices enticed many shoppers to open their wallets.

Klarna has spending data only within specific categories like clothing, makeup, and electronics. It lacks access to data from products like mortgages and investments, which gives valuable insights into a consumer鈥檚 circumstances over time. That means it has a narrower view of the customer than what a payments provider or a bank could offer. Chase.

Key customers include apparel and footwear brands that must balance existing store footprints with the rising expectations of omnichannel shoppers. Digital commerce platforms have set the in-store POS in their sights. These players are seeking to capture a share of the roughly 80% of retail sales that take place in person by launching POS solutions.