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Payment providers are tapping genAI to personalize marketing offers and virtual assistants while streamlining customer checkout. These tools could help providers monetize transaction data and help merchants drive sales.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.

It partnered with Sephora, Amazon, and Babies R Us; relaunched tween apparel brand Limited Too; and increased its assortment of branded apparel at the expense of its private labels. But those initiatives have failed to move the needle on sales鈥攁nd in certain cases backfired.

Those investments are helping to boost ecommerce penetration throughout the region, which in turn is enabling the retailer to maintain its breakneck growth and fend off competition from Amazon, Walmart, and other local players. Go further: Read our report on 25 Years of Mercado Libre in Latin America.

Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.

Poshmark and ThredUp may benefit from rising merchant prices on TikTok Shop and Amazon, where many third-party sellers get their items from China. Hubs for online ad spending鈥攊ncluding Facebook, Pinterest, and TikTok鈥攃ould see revenues decline if international companies like Temu and Shein reduce their budgets.

Six of the world鈥檚 10 largest companies by net ad revenues make up the EC鈥檚 designated gatekeeper organizations鈥擜lphabet, Amazon, Apple, ByteDance, Meta, and Microsoft. In March 2024, the EC opened proceedings against three of them, with a conclusion expected within 12 months.

The retailer鈥檚 comparable sales grew just 1% YoY, but if you strip out cold-weather categories, its comparable sales grew about 4% YoY, per CEO Michael O鈥橲ullivan. Unexpected weather also hurt Ross Stores鈥� results: Sales rose 3.0% YoY to $5.07 billion, but comparable sales edged up just 1.0%. Yet by boosting margins, the retailer lifted EPS 11.3% YoY to $1.48.

It鈥檚 a divergent retail environment: While Dick鈥檚 Sporting Goods and Abercrombie & Fitch expect shoppers to spend freely this holiday season, Best Buy鈥檚 sales were softer than expected.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

Drugstores鈥� decline is hurting the US beauty market: Both Coty and L鈥橭r茅al linked the sector鈥檚 challenges to softer beauty demand, although sales broadly remain healthy as ecommerce and specialty retailers pick up the slack.

Amazon outperformed rivals during February 28 economic boycott: Industry KPI data shows Walmart's and Instacart's online traffic declined.

The retailer鈥檚 ecommerce infrastructure is outdated, complicating its efforts to double sales by 2033 and close the gap with Amazon and Mercado Libre. Some of the $6 billion will go toward the opening of two advanced distribution centers in Baj铆o and Tlaxcala, which will use advanced robotics and AI technologies.

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

With a projected $58.89 billion in sales in 2024, Mexico鈥檚 retail ecommerce market is the second-largest in Latin America. Brands and retailers that understand the nuances of Mexico鈥檚 diverse shopper base鈥攁long socioeconomic and geographic lines鈥攕tand to differentiate themselves in a highly competitive market and win consumers鈥� hearts, minds, and wallets.鈥� This deck will:鈥�.

Now, even Amazon is doubling down on partnerships. This year, Amazon made access to Grubhub+ a permanent feature of its Prime membership, making it the platform鈥檚 first significant partnership perk. Predictions. Walmart will partner with Uber on ride discounts and meal delivery for Walmart+ members. The lack of a meal-delivery benefit is a glaring gap in Walmart鈥檚 list of perks.