Retail & Ecommerce

Amazon shrugs off economic pressure: The retail giant says it hasn’t seen any meaningful average selling price increases, nor have shoppers pulled back spending.

Shifting consumer preference toward fixed installments shows how BNPL can compete with credit cards’ incentives.

AI-forward, frictionless customer experience helps ensure Google Pay’s consistent use.

The average vehicle age keeps climbing in the US: Advance Auto Parts is banking on maintenance and repair to help it steer clear of macroeconomic speed bumps.

Clucking strong in a soft market: Chicken-focused restaurants are drawing more visits than other fast-casual chains with a winning formula of value, variety, and innovation.

Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.

Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.

51% of global shoppers say the top reason they shop in-store is to experience products firsthand before buying, according to February data from Criteo.

Amazon’s retail media ad revenues will exceed $60 billion, per WARC: The change represents its steady growth despite broader economic setbacks.

Lowe’s expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

Target’s disappointing Q1 sets the stage for a difficult year: Softer discretionary spending and backlash against its DEI rollback are challenging the retailer’s ability to manage tariffs.

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Though beauty has remained a relatively resilient category amid rising prices, tariffs could put a damper on that as they take hold. 29% of US adults say they’ll likely cut back on beauty/personal care spending if tariffs raise prices, according to February 2025 data from CivicScience. That’s why retailers like Walmart, Amazon, and Target are boosting their beauty offerings to drive sales and increase customer loyalty. Here’s how.

YouTube expands Premium Lite to more countries: The lower-cost tier aims to attract price-sensitive users without hurting ad revenues.

On today’s podcast episode, we discuss how tariffs are impacting the circular economy, if these trends will stick around, and which companies stand to benefit. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Sky Canaves and Analyst Rachel Wolff.

On this special edition podcast, we explore how top brands master commerce media—choosing the right networks, weaving in existing channels, and optimizing for maximum impact. EMARKETER’s Sarah Marzano hosts InfoSum’s Senior Vice President, Sales, North America, Marc Cestaro and Kettle & Fire’s Senior Director, Media and Omnichannel, Niccolò Gloazzo in this live panel from EMARKETER’s May 9th virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

Strong Q1 ad results show resilience: But AI, tariffs, and antitrust pressures will reshape how and where marketers spend in 2025.

Despite tough conditions, Home Depot is keeping its head above water: The company beat revenue expectations, came close on earnings, and isn’t flinching on its full-year outlook—or its prices.