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Trump鈥檚 tariffs roil the retail industry: Reciprocal measures will touch virtually every sector, leading to higher prices for the consumer.

In today鈥檚 episode, we talk about what young people want most from a bank, their favorite alternative investments, and what their parents have taught them about saving for the future. Join the discussion with host and Head of Business Development Rob Rubin, Analyst Lauren Ashcraft and Senior Analyst Grace Broadbent.

Many may turn to BNPL to make these purchases, providing a growth opportunity for providers

Affirm teams up with JPMorgan to expand BNPL reach: The partnership will help the fintech keep pace with Klarna and capitalize on growing demand for flexible payment options.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. 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 Analysts Arielle Feger and Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today鈥檚 podcast episode, we discuss how tariffs will impact private labels, if private label still a synonym for 鈥渁ffordable鈥�, and some unofficial awards for the 5 most interesting private label players. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Analyst Arielle Feger.

Hims to offer brand-name GLP-1s despite snub from Eli Lilly: Hims appears to have burned bridges with the two biggest GLP-1 drugmakers and consequently could lose customers to rivals selling weight loss drugs at a discount.

Brand priorities: Many companies plan to increase budgets for retail media formats, including on-site search, social commerce, retailer DSP, and search engine shopping, per Skai鈥檚 2025 State of Retail Media report. But not all brands are boosting their retail media investments. Some are concentrating on partners that provide tangible business benefits.

Big-box and ecommerce giants show divergent strengths. Walmart delivered impressive Q4 results with revenue up 4.1% to $180.6 billion and US same-store sales rising 4.6%. Ecommerce excelled, with Walmart's US online sales jumping 20% in the quarter.

Go further: Read our reports on US Luxury Consumers and Their Path to Purchase and Luxury Ecommerce.

Search will account for 64.0% of retail media next year, as it is heavily tied to product discovery on ecommerce sites. Display will make up 25.0% of retail media ad spending, 11.0% of which will be video. In-store advertising makes up a small but growing share of dollars spent.

This leaves the BNPL industry back at square one in terms of regulation, creating uncertainty for providers

Eli Lilly adds Alzheimer鈥檚 treatments, resources to D2C platform: Lilly is progressing its D2C online offerings even as lawmakers ramp up scrutiny of drugmaker-telehealth partnerships.

Retail media growth spurs demand for ad tech talent: Channel expansion and rising client expectations create need for jobs in performance marketing and ad buying.

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.

While Zara鈥攍ike Mango鈥攊s better insulated from headwinds given its focus on attracting more affluent shoppers and diversified manufacturing base, it will still face a difficult environment for discretionary spending, as trade wars and economic fears push consumers to focus on necessities.

Click-and-collect purchases have become an entrenched part of online shopping. The share of ecommerce orders fulfilled from and picked up at store locations is on the rise again and growing slightly faster than overall ecommerce. In 2028, we expect the share to match the 2020 peak of 9.0%, per our forecast.

The beauty industry is shifting its approach to aging consumers, moving beyond traditional anti-aging messaging to embrace more inclusive, health-focused approaches. "Ageism is the only 'ism' that every person can experience. Aging is a universal experience," said Jacynth Bassett, founder and CEO of Ageism Is Never In Style, on a recent "Behind the Numbers" podcast.

Okay, so we've talked about rapid growth in beauty and wellness, particularly in e-commerce, which according to our forecast will account for one in $4 spent on beauty and cosmetics in 2028. But there's more to the expansion of beauty and skincare on the whole than just selling more products to existing consumers. We're seeing this industry branch out and find new consumers to sell to. (01:50):.

Self-pay patients can now get discounted Wegovy at retail pharmacies: It鈥檚 a smart play on the part of Novo Nordisk to make its GLP-1 available at pharmacies where most consumers still get their prescriptions. Will rival Eli Lilly follow suit?

Timing ad buys to seize on key engagement windows: Our Industry KPI data reveals Gen Z has predictable spikes in searches for apparel, gaming content.

Consumers are starting their Halloween shopping earlier, but they are expected to spend slightly less than last year, indicating that while excitement is high, consumers are more budget-conscious. Retailers can capture this early and cautious spending by offering competitive prices, prioritizing in-store promotions, and creating a one-stop Halloween shopping destination.

Beyond that, the broader trade war risks fueling price hikes across the board, making shoppers more hesitant to splurge on discretionary purchases鈥攊ncluding alcohol. Go further: Read our FAQ: How Trump Tariffs on Latin American Imports Will Affect US Brands.