Retail & Ecommerce

As retailers strive to improve in-store experiences and beef up loyalty programs, CVS is testing one stone for those two birds. As part of the recent revamp of its mobile app, CVS is letting loyalty program members use the retailer's app to access locked-up products in select stores.

Over 20% of U.S. digital buyers (21.7%) will make a purchase off a livestream in 2025, according to an October 2024 EMARKETER forecast.

Horizon Media is hunting for acquisitions: The US agency is targeting companies in the influencer marketing and retail media sectors.

Victoria’s Secret’s rebooted fashion show resonated with Gen Z: That, alongside the company’s efforts to expand and refresh its assortment, resulted in a solid holiday performance.

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.

Brazil’s ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.

Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl’s are searching for a winning formula to revitalize the struggling department store model.

Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.

Quince raised $120 million in new funding: The retailer’s strategy of selling low-priced versions of high-end apparel and accessories is working.

Retailers get burned on DEI: Companies risk backlash whether they stand firm or capitulate to anti-DEI pressure.

Working with Visa will bring the future P2P platform added trust and security—as well as real-time payment capabilities

The expanded partnership boosts merchant acceptance for both Fastlane and Pay with Venmo

Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).

Sam’s Club's efforts to streamline its shopping experience pay off: It soared past Costco to place first in this year's customer satisfaction rankings for general merchandise retailers.

LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.

Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today—and how they could potentially be resolved.

On today’s podcast episode, we discuss the trend of healthcare and pharmaceutical brands selling prescription drugs, treatments, and medical services directly to consumers and how rising medical costs are changing patients’ relationship with the healthcare system. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, and Senior Analysts Dane Finley and Rajiv Leventhal. Listen everywhere and watch on YouTube and Spotify.

By now, all the largest airlines and hotels have mature credit card portfolios. Delta Air Lines, for example, had upward of 7.5 million cardholders in 2023, per View from the Wing. But even airlines with smaller US footprints have gotten in on the action. Low-cost carrier Breeze, founded in 2021, launched a co-brand in partnership with Barclays in March 2024.