Retail & Ecommerce

The BNPL’s strong Q3 performance, thanks to user growth and lower credit losses, puts the company in a good spot as it preps for a potential IPO early next year

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how to define an impulse buy and some of the challenges in sparking them online. Then, for "Pop-Up Rankings," we rank three suggestions for inspiring online impulse purchases. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of Briefings Jeremy Goldman.

Getir pivots to grocery with FreshDirect acquisition: But that may not be enough to win shoppers over, especially as delivery platforms like DoorDash and Uber Eats push deeper into quick commerce.

Instacart leans on advertising to bolster its bottom line: The company’s advertising revenues grew 19%, significantly outpacing the 4% growth in the number of online orders on its platform.

Walmart will offer sensory-friendly hours at all its stores: The retail giant’s decision to make its stores more inclusive offers a simple template that other merchants can follow.

Retailers invest in shoppable TV ads after seeing early results: Walmart, Amazon, and Home Depot are banking on the format’s interactivity and ability to grab viewers’ attention to drive holiday sales.

As Gen Zers grow up and their purchasing power expands, they’re redefining the relationship between brand and consumer, expecting brands to be community-focused, authentic, and culturally relevant.

Rising costs and channel fragmentation hurt sports engagement: Survey highlights a need to enhance discoverability and affordability.

There’s no doubt that the combination of all digital activities drives far more product and brand awareness than the physical store. But no single online channel—whether third-party retailers, brand websites, or social networks—has overtaken the power of the store.

The UK’s cost-of-living crisis is squeezing household budgets: While sales volumes fell in October, consumers did stock up on lower-priced indulgences such as cosmetics and food and drink.

Shein sets $90 billion IPO target despite concerns from investors: The fast-fashion company is aiming for an ambitious valuation, even as it faces existential threats.

Bed Bath & Beyond looks to shed its past: The company, previously known as Overstock, changed its name to Beyond Inc. and parted ways with longtime executive Jonathan Johnson.

Despite open banking’s growth, merchants will face an uphill battle getting consumers to adopt the new payment method

The rollout in partnership with Neon Money Club can help Amex achieve its goal of growing its younger consumer base

The Fortnite maker sued Google over Android’s app store practices, alleging a payments monopoly. A pivotal jury trial could alter future app payments.

This year was challenging for retailers as inflation kept prices high and consumers cut back on spending. But there were a few bright spots, as some in-store shopping rebounded and retail media boomed. Here’s some advice for retailers on how to use in-store experiences and retail media to their advantage.

Logistics companies moved fewer high-cost items this holiday season: But even as consumers buy lower-cost items, several forecasts (including ours) still expect solid results in November and December.

The retail media landscape is vast—and growing. Brands can’t work with every retail media network (RMN), but they should find the right ones for their objectives. That starts with asking the right questions.

Ninety-one percent of US advertisers plan to maintain or increase their investment in retail data in the next few years, according to data from The Trade Desk Intelligence.