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Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US鈥慍hina trade war is likely to curb spending in the months ahead.

Anxiety around inflation, a deteriorating labor market, and trade war consequences have deepened consumer uncertainty about the US economy, with wide-ranging implications for retail.

E.l.f. Beauty has built its brand on democratizing access to beauty products by maintaining affordability in an increasingly expensive market, as well as creating a company culture that values diversity and disruption. This prioritization of diversity stands out as other brands like Target and Walmart roll back diversity, equity, and inclusion initiatives.

Retailers that provide access to specific consumers with distinct shopping behaviors may see their competitive edge eroded. And advertisers that don鈥檛 take context into account may invest unwisely. Some retailers will adopt a 鈥測es ... and鈥� approach to measurement by providing two versions of some KPIs.

Wellness is becoming more digital, personalized, and consumer driven, with technology playing a central role in health management, fitness, and self-care.

On today鈥檚 podcast episode, we discuss what consumer confidence actually means, which specific economic indicators most significantly impact it, and what all this says about the overall health of retail right now. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian, Senior Analyst Zak Stambor, and Research Associate Professor and Director of the Surveys of Consumers at the University of Michigan Joanne Hsu.

On today鈥檚 podcast episode, we discuss (now that tariffs are here), how they鈥檙e impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.

On today鈥檚 podcast episode, we discuss what traveler media can do that retail media can鈥檛, what makes travelers more receptive to personalized ads, and the possibilities that emerge once fast, free WiFi becomes ubiquitous on planes. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and the CEO of MileagePlus, United Airlines Richard Nunn. Listen everywhere and watch on YouTube and Spotify.

On today鈥檚 podcast episode, we discuss why the new funnel begins at checkout, what kinds of offers customers are most receptive to when getting ready to click the buy button, and how to avoid showing someone something they already have. Join Senior Director of Podcasts and host Marcus Johnson, Vice President of Content Suzy Davidkhanian, Senior Director of Briefings Jeremy Goldman, and Senior Vice President of Solutions and Operations at Rokt Jon Humphrey. Listen everywhere and watch on YouTube and Spotify.

But its megadeal with Worldpay and FIS will transform its business and expand its revenue opportunities

Off-site retail media ad spend will grow 42.1% in 2025, almost three times as much as on-site, according to our November 2024 forecast.

Multi-industry players have the power to redefine the future of commerce media advertising. Unlike in the US, where retailers and FIs typically operate independently, many Latin American retailers act as financial services providers鈥攐ffering credit lines, digital wallets, and other banking products to unbanked and underbanked consumers.

The stablecoin giant is exploring plans to launch a US-specific token and POS solution

On today鈥檚 podcast episode, we discuss how department stores are getting on, how they鈥檙e evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.

JD saw strong double-digit YoY growth in 鈥渕ost of our product categories as well as key metrics, such as our quarterly active users and shopping frequency,鈥� CEO Sandy Xu said in a statement. Behind the numbers: JD鈥檚 upbeat earnings mirror a similar report from Alibaba, which saw a sizable uptick in both new customers and orders in Q4 as shoppers appeared more eager to spend.