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Consumer spending rose in the first four months of 2024: Shoppers are becoming more deal-conscious as cost-of-living pressures weigh heavily.

Urban Outfitters and Pacsun are tapping into Pinterest and in-person experiences to get students and families shopping, while Meijer, Walmart, and Target are focused on value. Those are just a few brands that made our Unofficial Most Interesting Retailers List, Back-to-School Edition, for July 2024.

Walmart lags behind Amazon in total ecommerce sales, retail media ad dollars, and retail subscriptions. But there may be ways for it to minimize the gap in certain areas, namely search and AI capabilities.

Few US merchants are selling goods on TikTok Shop: Many are reluctant to invest time and resources in the platform given the widespread speculation that it will be banned or sold.

In the last quarter of 2022, Amazon increased its total net sales 9% YoY to hit $149.2 billion. But compared to the massive growth the company has experienced in the past, its Q4 results were a bit lackluster. From ad revenues to physical store sales, let’s take a closer look at how some of Amazon’s business units fared in Q4.

Our own like BizRate Insight survey data showed that younger people in particular were becoming members of Walmart's loyalty program at much higher rate this holiday season than they were in July, so definitely seeing that trend in our own data. Zak Stambor:. Walmart in particular is looking ahead and seeing the expiration of the expanded SNAP benefits, which expired at the start of March.

Other parts of the business, the parts of the business grew revenue over 20% to 9 billion and they had strong box office and Disney+ results as well for Black Panther: Wakanda Forever, which helped Disney through the holiday season as well. Paul, that's all we've got time for the lead, time for the halftime report. Quick takeaway from you, Paul, from the first half. Paul Verna:.

As many as 25 celebrities and influencers have launched beauty brands over the course of the last three years, according to Business Insider. While some (like Rare Beauty by Selena Gomez) have exploded, others (particularly those founded by social media influencers) are having a hard time finding their footing. What does it take to build a successful celebrity beauty brand?

On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers in July, focusing on back-to-school initiatives for this episode. 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 Arielle Feger and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and analyst Sky Canaves, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Some stability will finally emerge in Asia-Pacific’s retail sector after several years of disruption from the pandemic. But the market and businesses will be unsettled, beset by a new wave of technological disruption from AI, the metaverse, and more.

With seemingly everyone jumping onto retail media, it may feel too late or intimidating to grab a piece of the pie. But that’s not the case, according to Jason Farver, Hy-Vee’s executive vice president, chief supply chain officer, and president of RedMedia.

Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

It takes time to learn a new technology and sometimes, along the way, stumbles happen. As the role of AI in marketing grows, brands must be transparent about how, where, and when they are using the technology. Nearly half (49%) of CMOs in North America plan to focus more on using AI in strategy, creative, and content development for media use over the next 12 months, according to an August 2023 Dentsu survey conducted by B2B International. Here are three missteps brands have made with AI and content creation and what brands can learn from them.

On today's podcast episode, we discuss Caitlin Clark's impact on the WNBA, how digital advertisers are acknowledging societies concerns over technology whilst advertising on it, if there is room for two YouTube's (one called TikTok), what to make of the NFL coming to Netflix, the happiest places in America, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and vice president of content Paul Verna.

On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.