Foot traffic to Aldi stores grew 12.3% YoY in Q4 2024, over twice the growth of low-cost competitor Trader Joe’s, according to data from Placer.ai.
US ticketing service Ticketmaster had more unique visitors in December 2024 than the next nine sites/apps combined, according Comscore data.
Walmart recently bought Monroeville Mall near Pittsburgh, signaling either a massive retail expansion plan or a shrewd real estate grab. Either way, the purchase strengthens Walmart's market foothold while adding rental income. This isn't a random acquisition but a calculated move.
"You're spending a lot of money. Do you know where your ads are?'" Jonah Goodhart, co-founder and CEO of Mobian, said on our "Behind the Numbers" podcast, evoking the classic PSA. Meta announced in January it would replace fact checking with Community Notes, worrying advertisers about brand safety.
Despite the investment from ad sellers, shoppable ads are still a niche format for brands.
YouTube strives to make ads less disruptive: The platform is changing its approach to mid-roll ads to appease viewers, creators, and brands alike.
The housing market may not improve this year: That’s forcing Lowe’s and Home Depot to push a lot of buttons to find paths to growth.
The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.
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.
McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.