蘑菇AV

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.

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.

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.

US adults spend over 32.3 hours monthly on the Spotify app, compared with 3.5 hours on Amazon Music and less than an hour on Apple Music, according to a January 2025 Comscore study.

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

Retailers stop viewing the store as "a single moment and start to take a step back to ask 'What's the lifetime value of investment, and what role does the store play in driving that maximum lifetime value?'" said Ethan Chernofsky, senior vice president of marketing at Placer.ai, at last week's 蘑菇AV's summit on Commerce Media Trends 2025.

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.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

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

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.

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.

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.

UK ecommerce sales have bounced back to steady growth as consumer spending remains resilient despite inflationary pressures. Most major categories will see a further shift online by 2027, bringing opportunities for ecommerce retailers.

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.

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

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.

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

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.

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.

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

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.

Meta鈥檚 CTO claims nimbleness trumps incumbency in AI. However, Meta鈥檚 AI future still depends on the health of its core ad business.