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In our exclusive survey, CPG and general merchandise ad buyers shared their opinions of retail media network attributes across metrics including traffic, targeting, and ad cost.

To fight back and stay competitive, fintechs will need to promote what sets them apart from card offerings, like their shopping features and more integrated app ecosystems.

LG and startup TheTake, announced an upcoming "click to search" feature for LG's smart TVs, which they say will allow users to select items on screen with the LG remote and shop products with LG's webOS Pay functionality. TheTake also partnered with Samsung for new shoppable TV features announced at CES, including allowing viewers to shop for trending products in shows streamed through Samsung TVs.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent 鈥淏ehind the Numbers鈥� podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump鈥檚 on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

But companies like Kering and Richemont, alongside brands like Burberry, will find it much harder to make their case to shoppers. Editor's note: This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.

鈥淎s retailers are really looking to drive that incremental growth, creators really are emerging as an important source of creative and a connection to new shoppers that are discovering and buying products in different ways,鈥� said Enberg.

NWSL secures key women-led sponsorships: E.l.f. Cosmetics and Unwell partner with the soccer league, marking a shift in how beauty and lifestyle brands invest in sports.

Consumer spending during the 2024 holiday season remained resilient, as US shoppers opened their wallets for deals on smaller-ticket categories in stores and online.鈥� This deck will:. Review US retail and ecommerce sales trends from the 2024 holidays by channel, product category, and retailer.鈥� Share the forecast for the US 2025 holiday season.鈥�

Investing in card-linked installment offerings can help credit unions and community banks compete with larger issuers

Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.

The rule would require larger payment apps to be regulated like banks. Ending this rule would be a win for Apple Pay and Google Wallet

VIZIO鈥檚 SmartCast OS will enhance Walmart鈥檚 retail media network, offering brands a more precise way to target shoppers using Walmart鈥檚 first-party data. Streaming ads will enable Walmart to reach consumers beyond its website and stores, positioning it as a more competitive ad partner against Amazon and Google.

Novo Nordisk launches D2C platform, drops price of Wegovy for cash-pay patients: The move could start a marketing showdown鈥攁nd possible price war鈥攂etween Novo and Lilly.

GenAI鈥檚 growing prominence: The secondhand market is gaining from generative AI鈥檚 growing role in consumer shopping. The technology helps shoppers navigate vast pre-owned selections on resale platforms more efficiently, ensuring they don鈥檛 feel overwhelmed. Personalization, improved search, and AI-driven discovery are making secondhand shopping as seamless as buying new for 48% of consumers.

High-income shoppers have more flexibility in their spending decisions. Hence, they can afford to deliberate on a new brand or product before making their final purchase, especially if they can hold out for higher quality. As such, the source of product discovery often differs from the purchase channel. This deck will:.

While shoppers are stocking up for price hikes, return behaviors haven鈥檛 shifted鈥� yet, according to Johnson. Resale and secondhand shopping are rising as consumers seek affordable options. This could be good news for brands wanting to keep returned items on the market. 鈥淚f you can鈥檛 get it back on the shelf as a new product, you can still sell it on the secondhand market,鈥� said Johnson.

Shoppers will first feel the pinch in back-to-school aisles. A child hoping for a blue backpack may have to settle for a red one. The strain will also be evident when shopping for higher-ticket items like strollers鈥攏early all of which are manufactured in China鈥攚here limited supply will likely translate to steeper prices. The pressure could crescendo during the holiday season.

Consumers are expected to spend $11.6 billion on Halloween this year: That would be down about 5% from last year as shoppers look for opportunities to cut costs.

On today鈥檚 podcast episode, we discuss what a tariff even is, what might happen when they鈥檙e implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

Last month, JCPenney announced it was partnering with Bazaarvoice Visual Syndication Network to collect and post user-generated content (UGC) on its website鈥檚 product display pages. The department store is hardly the first retailer to recognize the value of UGC鈥攐ver a quarter (28.4%) of ecommerce marketers in North America believe that images/video from real customers (aka UGC) is the type of visual content that impacts purchase decisions the most, according to a May 2023 survey from Nosto.

It鈥檚 a major win for the P2P player as the Trump administration dismantles the agency

BNPL will count more than 100 million users by 2027. Its high-growth days are in the past, with both the number of BNPL users and overall payment value decelerating. But it remains an important financing tool for consumers and has a long runway ahead: BNPL payment value will account for just 1.4% of overall retail sales in 2025, per our forecast.

This approach allows them to test new styles in their direct-to-consumer (D2C) channels before potentially expanding successful items across their 50+ US stores and ecommerce platform. D'Arcy said this responsiveness helps them stay relevant while maintaining their core identity. "The chase program means that we are looking at trends that are happening right now in the market," she said.

Connected TV (CTV) is now an integral part of retail media. Media networks can offer rich third-party data, while CTV platforms have advanced targeting capabilities and an engaged audience. But just how big is the opportunity?