蘑菇AV

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

The big picture: Walmart is well-positioned to ride out uncertainty thanks to its large grocery and private-label businesses, price advantage, and scale. But its cautious outlook underscores the challenging environment retailers face in 2025 as they navigate tariffs, falling consumer sentiment, and weakening demand.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. 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 Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President 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.

With rapid deliveries projected to account for 70% of India's online grocery market by 2030, up from 45% today, Amazon faced a clear choice: Jump into the fray or risk falling behind. Our take: Amazon sees a massive opportunity in India, a country where we expect ecommerce sales to soar 18% this year to $115.76 billion.

Consumers are particularly worried about grocery and gasoline prices, Numerator found. In response, consumers plan to look for more sales and coupons to offset price increases. Key stat: Brands and retailers must make sure consumers can seamlessly switch between mobile, online, and in-store shopping.

The Digital Grocery Opportunity (蘑菇AV subscription required).

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

Yeah, and I think one thing that I heard, which was not new this year, but just in the whole conversation about grocery, talking about how there will be cultural issues that will get in the way of digital grocery adoption. And I think it's pretty uniform in every country that there's going to be that tactile component of grocery, people who want to go in and touch and feel.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Analyst Arielle Feger and Senior Analyst 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.

Both BEVH and our projections forecast an acceleration in online sales this year. Zooming in: Three essential goods categories鈥攎edication (+6.3%), groceries (+5.5%), and pet supplies (+5.4%)鈥攑osted the largest YoY sales increases, while more discretionary categories like shoes (+0.8%) and clothing (+0.1%) saw modest gains. Electronics and telecommunications sales declined by -2.4%.

These companies are growing faster than Amazon in digital grocery, which comprises these two categories. Temu and Shein aren鈥檛 serious threats to Amazon at the moment, but they are on track to become future competitors. The explosive popularity of these apps with US consumers of all ages is already on Amazon鈥檚 radar.