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Or you buy a lot of shoes. Lauren Ashcraft (11:22):. You keep that Netflix login. Rob Rubin (11:26):. Netflix will work that out. Lauren Ashcraft (11:28):. True. Rob Rubin (11:31):. All right, so it's my turn in the barrel. We're going to transition to investing. And I just want to say before we start that we haven't painted the best picture, in my opinion. Grace Broadbent (11:41):. I know.

The losers: Unsurprisingly, the retailers that struggled the most this year largely rely on discretionary spending in categories like apparel, home furnishings, and consumer electronics. Macy鈥檚 faced no shortage of competition from off-price retailers, brands, and mass merchants like Amazon.

We've talked about this in fashion a lot. Like a standard example we've used before is Abercrombie and Fitch has done a great job of aging with its core consumer while also maintaining being an exciting brand for younger consumers. How can beauty brands do this? How can they remain relevant or become relevant with older consumers? Jacynth Bassett (12:01):.

Unpacking Q3: Gap鈥檚 ability to navigate uneven demand in the apparel category is a testament to the strength of its turnaround plan under Dickson.

For example, Sephora began carrying the eponymous line from beauty product developer Sarah Creal, aimed at Gen X beauty consumers, while Nordstrom launched Gen Alpha-focused beauty kiosks in its teen apparel departments.

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.

Discounts peaked in several categories, including electronics (30.1% off listed price), toys (26.1%), apparel (23.2%), and televisions (21.8%), per Adobe. Buy now, pay later (BNPL) use hit a new high. Online shoppers stretched their budgets via BNPL, spending $991.2 million via the alternative payment method鈥攁 5.5% gain YoY. Our take: Consumers are finding ways to spend big during the holiday season.

Gap, a legacy brand that has struggled to keep up in today鈥檚 fashion landscape, worked to rebuild its relevance by leaning into creativity this year. The rise of platforms like Shein has made it difficult for the brand to uphold its identity as a discount shop, making brand storytelling and the right partnerships crucial.

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?

My what shoes should I buy strategy, which probably isn't great for a fashion brand or a sports brand, is I ask the nurses I know what they're wearing because the nurses always have the most comfortable, most durable shoes. Zak Stambor (08:01):. Get your shoes back on store shelves as well.

Burberry鈥檚 holiday resurgence is an encouraging sign for luxury brands: The company鈥檚 focus on core products won over US shoppers, although a full recovery is a long way off.

Up 2.8 percentage points from 2023, the accessory was owned by 29.3% of respondents. That figure was 1.2 percentage points above the regional average. France. Time Spent With Media. France had lower digital media consumption compared with regional averages. Desktop/laptop/tablet usage was at an average of 2:44 daily, while mobile was at 2:32.

But as you pointed out, there's still a lot of competition out there, and fast fashion is only getting I think more popular. So it'll be really interesting to see where they position themselves within the market over the next couple of years, if they're going to try to compete against the fast fashion tide, or if they're going to look for other ways to potentially stand out from them.

Zalando launched a fashion assistant powered by ChatGPT that can help customers find products via a conversational interface. Technology firms are also launching genAI tools for retailers. That should speed up adoption of the technology, particularly among small and medium-sized retailers.

The tool will span categories including home goods, electronics, and clothing. Google is expanding Google Pay's payment options by adding Afterpay to its existing buy now, pay later partners Affirm and Zip, with Klarna coming soon. Our take: Google is one of several notable companies turning to retail and ecommerce to boost engagement and deepen consumer connections.

We expect holiday retail sales to grow 4.3% YoY this year, with strong gains in categories such as food and beverage; apparel, footwear, and accessories; and health and personal care. Go further: Check out our US Holiday Shopping 2024 report.

So we're in this interesting moment where things are kind of almost being re-litigated moves that were allowed to have been made quite a while ago in the past that again, if we were in the shoes of Google executives in that moment, we would probably do the exact same thing. Marcus (08:12):. Yeah, there's a lot of cases, as Jeremy's mentioned. There's a lot of cases going on in terms of antitrust.

Shows and live events where fashion features heavily鈥攍ike "Emily in Paris" or the Victoria鈥檚 Secret Fashion Show鈥攁re obvious targets, along with reality TV shows. But viewers may be less inclined to pause an engrossing drama, no matter how much they covet a character鈥檚 outfit or home d茅cor.

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