蘑菇AV

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of May. 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 Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Amazon breaks its silence on grocery business: CEO Andy Jassy is 鈥渧ery bullish鈥� about retailer鈥檚 prospects as more customers stock up on everyday essentials.

Pinterest teams with the Liberty to reach Gen Z fans: The focus is lifestyle expression, trend discovery, and community engagement.

Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.

Restaurant visits are declining as consumers worry about their finances: Uncertainty is pushing customers to be more discerning about where they spend their food dollars.

Industries directly benefiting from the deal鈥攕uch as automotive, metals, and food retail鈥攎ay ramp up marketing efforts to promote new or more affordable offerings. UK carmakers, in particular, could intensify US-focused campaigns to capitalize on improved access. However, the broader media and advertising sector is largely unaffected due to the absence of digital trade provisions.

TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Target鈥檚 disappointing Q1 sets the stage for a difficult year: Softer discretionary spending and backlash against its DEI rollback are challenging the retailer鈥檚 ability to manage tariffs.

This integration enables tech vendors to generate revenues through subscription services and by providing advertisers and healthcare providers access to health-conscious audiences. Fitness bands still serve specific consumer needs despite decline. Fitbit's user base in the US is in a period of sustained decline, with market share to fall from 30.1% in 2022 to 20.6% in 2028.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program鈥檚 appeal.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants鈥� tariff mitigation abilities.

Temu and Shein are shifting their ad budgets from the US to Europe in a bid to quickly gain market share before those countries also limit duty-free purchases. Shein spent 70% more YoY on ads in Europe in the first 12 days in May, per Sensor Tower data provided to the South China Morning Post, while Temu is also ramping up spending in markets like France.

As Latin America鈥檚 digital revolution marches on, advertisers and retailers must keep pace with how and where consumers are spending their time鈥攁nd money鈥攊f they wish to maintain a competitive edge in today鈥檚 rapidly evolving business environment.

Walmart US鈥� ecommerce sales rose 21% in Q1, helped by faster delivery, marketplace expansion efforts, and its rapidly growing advertising business.

Tapestry dismisses impact of tariffs on FY performance as 鈥渋mmaterial鈥�: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.