On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.
Getting your commerce media tech stack right takes time. Building partnerships and integrating workflows likely won’t happen all at once, so businesses should shop the market for the right partnerships, implement with care, and make sure to evaluate and reevaluate your operations as you scale. Here are steps businesses should keep in mind.
The company made major strategic moves during its transition year, but it may take longer for them to bear fruit
The directive from acting Director Scott Bessent throws recent payments rules like the open banking and BNPL rules into flux
Their model proved they can include BNPL loans without hurting most consumers’ credit scores
Fresh off an FTC settlement, the platform now faces a data breach—fueling doubts about its security and jeopardizing its acquisition by Wonder Group.
Consumers are turning to multiple channels to research and discover new brands, and marketers need to know how to interact with customers in each of these places to encourage them to buy. “Knowing where your consumers discover and research products allows brands to invest in marketing dollars in the channels that drive the biggest impact,” said Cristy Garcia, CMO at impact.com, on a recent EMARKETER webinar. “Without that, you're flying blind.”
Consumers won’t order toilet paper online unless it arrives quickly: That insight led Amazon to speed up shipments, a push that has made household essentials its fastest-growing category.
Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.
Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.
PepsiCo leans on value, healthier snacks to drive sales in 2025: But the CPG company expects growth to be muted as consumers focus on price.
In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.
The year started with a flurry of commerce media news, from Meijer Media expanding into off-site channels to Microsoft’s new ad capabilities.
Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.
Retail mergers get the go-ahead: A judge cleared Tempur Sealy’s $4 billion Mattress Firm acquisition, setting the stage for a more permissive FTC.
Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.
DECK PENDING - 01/31/2025
Retail workers don’t have the same leverage they did a few years ago: But recent moves by Costco and Starbucks suggest that unions can exert some pull.
A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.
This week, online reviews convince Gen Zers, Valentine's Day breaks records, and where consumers learn about new products.