蘑菇AV

Consumers pulled back on dining out in Q1: Restaurant Brands faced headwinds but saw an April rebound, while Krispy Kreme is changing course to regain momentum.

Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.

Domino鈥檚 customers pulled back on delivery to save money: Consumers鈥� focus on cost is unlikely to ease anytime soon, especially with new tariffs expected to push everyday prices even higher.

Chipotle sees pullback in spending tied to consumer unease: Despite those challenges, McDonald鈥檚 and Sonic have both found recent success with limited-time promotions.

Retailers are feeling the ripple effects of new tariffs as consumers brace for higher prices. While some shoppers accept the trade-off, many are already adjusting their habits鈥攆rom cutting back on fast food to seeking out deals. To stay competitive, brands must focus on value, transparency, and smart messaging. Here are five key stats on how tariffs are shaking things up.

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

This deck provides critical data to help retailers benchmark their own retail sales against the wider market.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淯K Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

And many consumer products and services鈥攕uch as tax preparation software and photo-editing tools鈥攚ill be much more interactive, responsive, and accurate compared with today鈥檚 chatbots. For more on how workflow agents are helping marketers, read our upcoming report on this topic. Autonomous agents could have a bigger impact.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

Domino鈥檚 inks deal with DoorDash to expand delivery reach: The partnership will put the pizza chain on track to reach its goal of $1 billion in sales from aggregator platforms by 2026.

National Burrito Day is this Thursday: Chipotle鈥檚 success with the made-up holiday has driven competitors like Qdoba, Moe鈥檚 Southwest Grill, and even 7-Eleven to offer their own burrito-centric deals.

Smaller sales can produce big results: Once again, Amazon is using category-specific sales events to drive increasingly cautious consumers to spend.

The explosive rise of dupe videos鈥攚here shoppers hunt for budget versions of luxury items鈥攊s reshaping how retailers compete for customers. With rising financial pressures, shoppers are increasingly turning to store brands and lower-priced alternatives that mimic higher-end products. This shift is not just a matter of necessity but has also evolved into a culture where consumers proudly share their budget-friendly finds.

72.6% of US luxury buyers surveyed in August 2024 planned to spend the same amount or more on personal luxury goods over the next year, according to an 蘑菇AV and Bizrate Insights survey.

Lina Khan鈥檚 FTC sued Pepsi in final bid to shape antitrust enforcement: But that Hail Mary pass will likely fall short amid pushback from her successor.

On today鈥檚 podcast episode, we discuss what malls are doing well (and why), the reasons folks have been skipping the mall, and why IKEA and Walmart bought one each. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analysts Emmy Liederman and Rachel Wolff.