Retail & Ecommerce

On today's podcast episode, we discuss what Amazon's next big hit is, whether X (formerly Twitter) might become a subscription-only platform, whether SEO is already dead, if most retailers will stop offering free shipping, the shortest commercial flight you can take today, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Ross Benes and Blake Droesch.

Nordstrom and Kohl’s are the latest retailers expected to post credit card losses, which could drastically cut into their revenues

The market is a large volume opportunity for Square as contactless cards push a payments transformation in the country

Diverging from conventional industry strategies, Honda is addressing customers’ charging needs ahead of launching its electric SUVs in 2024.

Experiential retail may not work for every merchant: Showfields, which features a rotating array of brands, has closed its Miami and New York City stores in recent months.

Most shoppers plan to reduce holiday spending this year: Cost concerns are driving consumers to start their holiday shopping early and look for deals.

It’s getting more expensive to deliver a good customer experience: New York City delivery drivers, California fast food workers, and store associates everywhere are getting raises.

Is it time to stick a fork in the meal kit business? Marc Lore’s Wonder Group plans to buy Blue Apron for a tiny fraction of the company’s IPO valuation.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover retail media network investment and experimentation, the generative AI (genAI) bubble, and Google's dominance. Tune in to the discussion with this month's contestants: our vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.

TikTok's Indonesian growth faces hurdles with new regulations: Traditional ecommerce platforms like Shopee might benefit from reduced competition and stricter social commerce rules.

Q2 US consumer spending rose at its slowest rate in a year: Despite a slew of potential speed bumps ahead, there’s reason to expect an above-average Q4.

Peloton and lululemon join forces: The deal will bring Peloton content to lululemon’s fitness app and make lululemon Peloton’s athletic apparel partner.

Delta walks back its frequent flyer program changes: The airline endured swift backlash after it made it harder for customers to earn elite status and access airport lounges.

Cost and sustainability concerns are driving more consumers to recommerce: Eighty-five percent of US shoppers buy or sell secondhand regularly.

FCA gives overseas firms final warning about new crypto promotion rules: And it’s getting annoyed that a lot of them are ignoring it, perhaps due to skepticism about enforcement.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what’s important in a good omnichannel experience, where in-store retail media is headed, and how stores can tailor experiential and experimental tech to build a more robust customer profile. Then, for "Pop-Up Rankings," we rank two retailers that are doing store digitization well and two that could possibly use a bit of work. Join our analyst Sara Lebow as she hosts analysts Arielle Feger and Zak Stambor.

All year, it’s built out services to create an all-in-one offering for retailers, restaurants, and the beauty sector

They are rising at the fastest rate in 30 years, excluding the Great Financial Crisis. It’s creating a headache for issuers and consumers

The change would make it harder for users to add money to their accounts. The firm is pushing back to save its massive user base