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The tie-up will bring Klarna to more than 100,000 merchant locations, making it easy for shoppers to access Klarna in stores. It will roll out to all Clover devices in early 2026. The two plan to bring the tie-up to ecommerce payments and other geographic markets later.

Ecommerce may be hit particularly hard after President Donald Trump ramped up tariffs on China to 245% and announced plans to tighten regulations on de minimis imports from China and Hong Kong鈥攎oves that will likely dampen sales from Chinese-based sellers on online marketplaces operated by retailers like Amazon and Walmart, as well as reduce growth for platforms like Shein and Temu.

PRO+ subscribers have access to Industry KPIs, our collection of more than 400 benchmarks in marketing and retail and ecommerce across a range of industries and countries. Click here for more information.

This deck provides critical data to help retailers benchmark their own retail sales against the wider market.

Macy鈥檚 had a mixed Q3: Sales at its luxury Bloomingdale鈥檚 and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers

Rebalancing the assortment: In recent years, Kohl鈥檚 leaned into trend-driven items to attract new customers, alienating core shoppers. The company is now working to restore balance across its merchandise mix. For example, Kohl鈥檚 reintroduced fine jewelry last fall, rolling out 200 in-store jewelry shops. That move helped boost Q1 jewelry sales by 10%, signaling early traction.

Whether brands are aligning their product with comfort food, launching fragrances, or prioritizing scent in their retail spaces, marketers are embracing multisensory experiences as another way to stand out in the digital noise.

Many of the top spenders on social are China-based ecommerce sellers. Platforms like Temu and Shein, which have spent heavily on social ads to reach US shoppers, drastically cut ad spending in the US ahead of the closure of the 鈥渄e minimis鈥� tax exemption on May 2. Some of their US spending has been redirected to other markets, though that鈥檚 unlikely to fully offset ad spending losses in the US.

Epic Games forced Apple to unwind App Store rules, setting a precedent that weakens Apple鈥檚 payment monopoly and threatens its fastest-growing services revenue stream.

In December, IPG bought Intelligence Node for $100 million to deepen ecommerce intelligence. Also in December, Omnicom announced plans to absorb Interpublic Group to create an end-to-end marketing and sales company. In March, Publicis announced a deal to pick up Lotame, citing the urgent need to connect AI, media, and commerce.

Chinese ecommerce brands like Temu and Shein are already slashing US spend. Meanwhile, Reddit and Pinterest are gaining ground, fueled by AI tools, international growth, and ecommerce integrations. Streaming platforms are proving resilient as linear TV continues its decline.

The insight: Both Alibaba and JD.com are expanding their ecommerce capabilities as they look to capture more spending from cautious Chinese consumers and defend their businesses from growing competition. Alibaba introduced an 鈥渋nstant commerce鈥� feature to Taobao in late April that will deliver 蝉丑辞辫辫别谤蝉鈥� orders in under an hour.

But the popularity of TikTok Shop, which is integrated with TikTok Live, has kept growth in consumer adoption of livestream shopping in the double digits. We expect that US livestream buyers will surpass 60 million by 2028. Click here to view our full forecast for US livestreaming retail ecommerce buyers.

Google wants to be a retail hub: Less than a month after rolling out a rebuilt Google Shopping, the tech giant launched a host of in-store and local shopping features.

However, issuers need to take note of the evolving expectations of younger consumers who crave convenience: 27% of Gen Zers elect for speed over financial safety in online shopping.

On today's podcast episode, we discuss what the high-income shoppers path-to-purchase looks like and how best to market to them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Sky Canaves and Analyst Paola Flores-Marquez.

TJX鈥檚 value proposition won over shoppers of all ages and incomes in Q3: That momentum has carried over into Q4, putting the off-price retailer in pole position to benefit this holiday season.

The news: PayPal will power AI shopping across Perplexity Pro鈥檚 platform starting this summer, allowing consumers to make purchases, book travel, and more without leaving Perplexity鈥檚 interface. Shoppers can ask Perplexity to find products for them and then use PayPal or Venmo to check out.

Marketers should consider how their in-store messaging improves the consumer鈥檚 shopping experience鈥攊nstead of just convincing them to add more to their carts鈥攖o maintain customer loyalty.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. 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 Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

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�

Temu-style shipping: Target is testing a factory-direct shipping model that allows suppliers to ship directly to shoppers. The model closely resembles the strategy used by Temu and Shein to keep prices low.

Uncertainty creeps into US spending: Luxury companies can no longer rely on US consumers to pick up the slack as Chinese shoppers curb their spending. While LVMH noted that the American consumer cohort has stayed fairly resilient, particularly in the fashion and leather goods segment, shoppers are spending less locally.