BNPL will count more than 100 million users by 2027. Its high-growth days are in the past, with both the number of BNPL users and overall payment value decelerating. But it remains an important financing tool for consumers and has a long runway ahead: BNPL payment value will account for just 1.4% of overall retail sales in 2025, per our forecast.
Connected TV (CTV) is now an integral part of retail media. Media networks can offer rich third-party data, while CTV platforms have advanced targeting capabilities and an engaged audience. But just how big is the opportunity?
Prada nears €1.5 billion deal to acquire Versace: The move would give the luxury company broader appeal as spending cools.
Canadian consumers boycott American products as tariff threat looms: Anti-US sentiment is pushing consumers to buy local—a trend likely to continue in countries targeted by Trump’s tariffs.
Amazon plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.
Brand strength bubbles up: Even as inflation squeezes budgets, many consumers are not trading down from name-brand sodas.
On today’s podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.
This week, small businesses express concerns about President Trump’s policies, private label brands gain traction, and Gen Z embraces AI for shopping. Meanwhile, TikTok music influences purchases, and excessive advertising drives cart abandonment.
Old is the new new: Across food and fashion retail, brands lean on nostalgic goods and practices to win over shoppers as inflation worries rise.
Over half of Gen Zers discover products primarily on TikTok and Instagram: Google’s relevance is fading as social search takes over.
They have higher customer satisfaction rates, adding to the competitive pressures
The company will lean on AI and stablecoins to maintain its momentum
Sponsored content from influencers can help the payments network as it tries to build brand awareness among younger consumers
Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.
Neiman Marcus is the latest department store to shutter a prominent flagship location: The closure highlights legacy retailers’ struggles to adapt to the shifting retail environment.
Amazon is weaving shoppable video ads into its Rufus AI chatbot, creating a frictionless way for brands to capture shoppers' attention and drive conversions within search results
Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.
The BNPL player’s revenues doubled in Q4 thanks to users’ more frequent purchases
The tie-up also makes Marqeta a more attractive card partner for fintechs
Despite an industrywide push to grow via nonmerchant partnerships, BNPL players still rely on individual deals to reach large merchants