蘑菇AV

Macy鈥檚 had a mixed Q3: Sales at its luxury Bloomingdale鈥檚 and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers

Social commerce is gaining momentum in the UK鈥攚ith sales set to double by 2028鈥攁s major brands join TikTok and as more people shop on social platforms.

But it also reflects Tesco鈥檚 efforts to improve its online availability, mobile app, click-and-collect service, rapid delivery, and Clubcard benefits, as well as opening new fulfilment centers. Sainsbury鈥檚 has also been investing in digital.

There's no shortage of lessons for retailers, advertisers, and brands to learn from an eventful 2024, where many sectors of retail thrived even as economic anxiety affected consumer habits.

They're building a new micro fulfillment center next to a Whole Foods that would enable shoppers to order from Amazon's website, Amazon Fresh, and then pick it up in store.

Instacart is the latest retail brand attracted to the Super Bowl: Even at $7 million a pop, brands find the spots are worthwhile buys.

Additionally, TikTok鈥檚 expansion into fulfillment services aims to improve delivery speeds. TikTok鈥檚 holiday promotions will give livestream sales a boost. Offering deep discounts and other incentives is a tried-and-true route to acquiring both customers and sellers in China, where TikTok鈥檚 counterpart Douyin now stands as the fourth-largest ecommerce player.

Logistics startup Auger raised $100 million: Former Amazon and Flexport exec Dave Clark is launching the company, which will use AI to help clients make key supply- chain decisions.

Ecommerce growth accelerated during the 2023 holiday season as US consumers shifted more of their shopping to mobile devices.

In November, retailers made strategic moves across grocery, apparel, and beauty. Amazon turned Black Friday into a weeklong event and launched its Shein competitor, Haul. Meanwhile, e.l.f. Beauty strengthened its value proposition through a new Dollar General partnership, while Kroger announced plans for specialized Asian experience stores in North Texas. Here are our eight unofficial picks for the most interesting retailers in November.

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.

GenAI search could have a transformative impact on the shopping journey. To satisfy customers and stay competitive, retailers should focus on two essential innovations.

Consumers are exploring AI-driven shopping tools, but interest varies by application. Image-based item searches and holiday deal assistance are gaining traction, but trust issues and preferences for human customer service agents still pose challenges. Brands must ensure their AI tools address consumer needs, provide transparency, and enhance personalization to build trust and drive adoption.

With revenues soaring 94% to $35.1 billion, it dominates AI hardware, but Big Tech鈥檚 in-house chip ambitions could challenge its position.

Mediaocean acquires Innovid: $500 million deal merges platforms to challenge google in connected TV and global ad tech.

The phrase 鈥渞etail apocalypse鈥� once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the 蘑菇AV Summit on November 1. 鈥淲e were convinced [that] the store was dying,鈥� Chernofsky said. 鈥淚t was a thing of the past, and we were going to move to this fully online environment.鈥�

Only 23% of younger shoppers plan to spend less this holiday season: That鈥檚 down from 31% last year as Gen Zers and millennials are eager to pull out their wallets.

X鈥檚 ad business is beginning to recover. But the return to growth is complicated, and there鈥檚 still a long road ahead for X鈥檚 ad revenues to reach pre-Elon Musk levels.

From the rise of sophisticated AI-driven tools to new policies reshaping data privacy and competition, 2025 promises to be a year of relentless change. Companies that adapt will thrive, while others risk being left behind in a swiftly moving market.

Retailers that aimed to be media giants are hitting headwinds as ad growth slows. To stay competitive, retail media networks must rethink org structure, sharpen media skills, and plan smartly to thrive in a more challenging landscape.

The startup鈥檚 platform helps retailers predict and adjust to disruptions, reflecting a growing reliance on AI tools to prevent costly breakdowns.

Latin America鈥檚 commerce media ecosystem is rapidly evolving. Financial, travel, and other nonretail players are now looking to monetize their own first-party data鈥攆ollowing the path retailers have already paved.

As Latin America鈥檚 digital revolution marches on, advertisers and retailers must keep pace with how and where consumers are spending their time鈥攁nd money鈥攊f they wish to maintain a competitive edge in today鈥檚 rapidly evolving business environment.

Amazon launches Temu competitor Haul to maintain price advantage against online retailers: However, growing pains like shoddy AI-generated imagery could limit its traction with customers.