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Toys R Us looks to fill a hole in the retail landscape: It plans to rapidly expand its physical presence by opening up to two dozen flagship stores.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how Amazon's second Prime Day performed and whether it's really a holiday sale. Then for "Red-Hot Retail," our analysts give us some spicy predictions about the 2023 holiday season. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Zak Stambor.

Secondhand shopping is soaring: We expect resale volumes will grow more than twice as fast as total US retail sales through 2026.

The big picture: We expect US Prime Day sales to reach $8.03 billion this year, up 10.0% compared with 2022. That鈥檚 despite fierce competition from Target, Walmart, Best Buy, Nordstrom, and a host of other retailers all looking to get a slice of a highly lucrative pie. As a result, Amazon鈥檚 share of Prime Day sales is shrinking; our forecast puts it at 59.6%, down from 60.9% in 2019.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how the Thanksgiving numbers look, why folks are online shopping more this season, and where the ecommerce ceiling is. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the remaining few weeks of holiday shopping. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Zak Stambor.

Some 57% of US consumers started their online shopping searches on Amazon as of Q2 2023, according to Jungle Scout. That鈥檚 more than those who started on a search engine (42%), the Walmart website (39%), or TikTok (17%).

罢颈办罢辞办鈥檚 US growth is slowing: That trend correlates with the launch of TikTok Shop, which some feel degraded the app鈥檚 experience.

ByteDance is dead set on building up TikTok Shop in the US: Its aggressive moves to build a robust shopping service could lead to a $500 million loss this year.

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.

US retail digital ad spend will grow 14.2% next year to reach $84.00 billion, or 28.6% of total digital ad spend, per our forecast.

Our forecast expects US cosmetics and beauty sales to grow 6.9% in 2024, which would significantly outpace the broader retail industry鈥檚 2.8% growth. The big takeaway: Kimbell set off alarm bells when he spoke at a JPMorgan conference鈥攏ot during the company鈥檚 earnings call鈥攁nd so he may have overstated the issue or simply highlighted a company-specific challenge.

The good news: Despite the overall online sales decline, the share of US households that bought groceries online rose over 1% year-over-year (YoY) in June and the overall order value increased 3% YoY.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer鈥檚 growing clout. It鈥檚 set to overtake Walmart as the 鲍厂鈥� top beauty retailer by 2025.

Pandora A/S鈥檚 quarterly revenues beat estimates thanks in part to strong holiday and Black Friday sales of its charm bracelets and other jewelry in the US.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss why folks are shopping more on their mobile devices and the role of mobile in-store. Then, for "Red-Hot Retail," our analysts give us some spicy predictions about the future of mobile shopping. Join our analyst Sara Lebow as she hosts analysts Carina Perkins and Yory Wurmser.

Go further: Read our US Retail Ecommerce Returns 2024 report.

On today's podcast episode, we discuss the most important retail trends we're watching in 2024: How retailers will try to compete less with Amazon online, how China's influence will shake up online shopping in the US, and buying retail media networks. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analysts Sky Canaves and Blake Droesch.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss data, campaigns, and non-Amazon retailers that captured our attention during this year's Amazon Prime Day. Then for "Red-Hot Retail," our analysts give us some spicy predictions about what changes to Prime Day we may see in the future. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and vice president and analyst Andrew Lipsman.

Go further: Read our US Retail Ecommerce Marketplaces Forecast 2023 report.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the sizes of different digital marketplaces, what their unique selling points are, and why smaller retailers are building out their own. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of digital marketplaces. Join our analyst Sara Lebow as she hosts forecasting analyst Whitney Birdsall and analyst Sky Canaves.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the current retail media era, the partnerships that make the most sense, and how social media plays a role in this space. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of retail media. Join our analyst Sara Lebow as she hosts vice president and analyst Andrew Lipsman and analyst Max Willens.

Overall retail spending will rise 4.5% to $1.328 trillion for the 2023 holiday season.

The decision appears to serve two purposes: It鈥檚 yet another cost-cutting move by Amazon, and it鈥檚 a means of responding to the US Federal Trade Commission鈥檚 investigation of the company鈥檚 business practices. Included in that FTC inquiry are the tactics it used to develop and grow its private-label business.

Nearly half of US adults said last month that they鈥檙e buying more brands on sale due to inflation, while 43% reported buying fewer products overall, according to Ipsos.