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Lean inventories and healthy demand have allowed the company to steer clear of excessive promotions; CEO Martin Hoffmann told Bloomberg that over 90% of its holiday sales were at full price. That鈥檚 in stark contrast to Nike, whose net income declined 11% in its latest fiscal quarter ended February 28 due to the high levels of discounting needed to clear excess stock.

鈥淲e see this come through in the holiday shopping. There鈥檚 a lot of fun displays and you can smell what鈥檚 cooking in the bakery. It makes it an exciting and enjoyable experience.鈥�. Meanwhile, nearly two-thirds (66%) of consumers cite convenience as the No. 1 reason they shop online.

This holiday season, American Eagle integrated its loyalty program into Roblox for the first time. Brommers said about 75% of the company鈥檚 transactions are tied to loyalty, so the extension to the metaverse should also see traction. American Eagle was one of the first brands to get into the name, image, and likeness opportunities with college athletes.

Retailers that can replicate similar pricing and promotional strategies during the Q4 holiday shopping season will benefit by attracting price-conscious consumers. Mexico will remain a force to be reckoned with. In 2023, we forecast retail ecommerce sales will reach nearly $55 billion, up 13.5% YoY.

And they鈥檙e shopping both for themselves and for others: 1 in 10 UK consumers plans to give more secondhand or refurbished gifts this holiday season, per a July 2023 survey by Censuswide for eBay. Secondhand shopping habits vary by generation. In some categories, such as clothing, toys and hobbies, and home and kitchen, secondhand buying is consistent across age groups, per our survey with Toluna.

In First Insight鈥檚 November 2022 poll, an even larger share of respondents (42%) said they planned to purchase used or secondhand holiday gifts. And that share was highest (54%) among high-income consumers ($200,000+), who are likely gifting luxury resale items. Retailers are expanding their recommerce offerings to meet consumer demand.

Things aren鈥檛 all that bad for Big Tech: Sustaining pandemic-era revenues was likely never realistic. But major tech companies are still raking in enormous profits, despite Wall Street investors鈥� outcry.

NBA lands historic media deals: New agreements with Disney, NBC, and Amazon promise expanded coverage and increased accessibility for fans.

Shopify delivered a stronger-than-expected Q4: But the company鈥檚 efforts to turn around its lackluster 2022 remain a work in progress due to the tough economic environment.

Consumers take a cautious approach to back-to-school shopping: To drive shoppers to spend, Macy鈥檚 revamped its Epic Threads brand, Kohl鈥檚 added Limited Too, and Old Navy offered cash back.

On today's podcast episode, we discuss what's driving online store sales for Amazon, its outlook on brick-and-mortar, and how its ad business is continuing to outperform the market. Tune in to the discussion with host Marcus Johnson, director of Briefings Jeremy Goldman and analyst Rachel Wolff.

TikTok Shop has rapidly emerged an important channel for some merchants: But whether those early gains are sustainable remains a question given the significant discounts that drove those results.

Amazon鈥檚 Prime model is under scrutiny: The retail giant faces a FTC lawsuit that could threaten its positioning as the 鈥楨arth's most customer-centric company.鈥�

Walmart is reaping the benefits of Walmart+: And it has clear opportunities to unlock even greater growth.

Roku has felt pressure like many others in the streaming space, with depressed holiday sales and layoffs. But people continue to spend more time streaming through Roku, which is generating ad inventory. To view the full forecast, click here. What鈥檚 driving CTV鈥檚 advertising growth?

Amazon鈥檚 cost-cutting initiatives are beginning to pay off: The company鈥檚 North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.

On today's podcast episode, we discuss whether search, social, connected TV, or retail media has been driving growth the most this year, how much non-cyclical ad growth has been fueling this year's numbers, and what to expect from ad spend in 2025. Tune in to the discussion with host Marcus Johnson and our analyst Ross Benes.

Retail media is on track to fundamentally revolutionize Latin America鈥檚 digital advertising industry. As economic uncertainty pushes marketers to deliver tangible business results, retail media will play a larger role in their media buys. Here are the latest trends to know.

Amazon and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

The Latin American economy is on the upswing, with digital innovation in the driver鈥檚 seat. Our trends report explores how retail media, commerce, and generative AI will be redefined in 2024 and what businesses need to know to get ahead.