TikTok Shop rollout spurs concern about platform engagement: Our survey shows many users have actually boosted their usage since shopping debut, but time spent is slowing overall.
Conagra demand picks up: The company beat top- and bottom-line expectations after lowering prices and increasing promotions in key categories to attract cost-conscious consumers.
Ulta’s consumer spending warning sends shockwaves through beauty industry: Financial pressures and competition are weighing on the retailer’s sales, but other indicators suggest healthy growth in 2024.
Levi’s is feeling good as D2C transition gains pace: The retailer is banking on its expanded product assortment—and a little help from Beyoncé—to keep its momentum going.
Walmart Connect is the latest ad exchange betting on AI creative: The company is launching a machine-learning tool to entice small brands and non-endemic advertisers.
Delinquencies are showing signs of plateauing, giving credit card providers a sigh of relief
There will likely be more M&A activity to come this year as the Capital One/Discover deal triggers more dealmaking
We look at the pain points that are vital for BNPL providers to ease going forward to stay competitive
38.5% of US clothing buyers say they discover brands and products by browsing in-store, according to our November 2023 Consumer Path to Purchase survey.
Chanel struggles to quell quality concerns while once again hiking prices: The luxury company’s desire to capitalize on surging demand may be hurting its desirability.
Budget cars and compact SUVs gained share in Q1: Consumers are focused on affordability and value, which is good news for Toyota and Honda but a challenge for Tesla.
36% of US consumers shopped Amazon’s Big Spring Sale: Sales rose 10.6% YoY with affluent consumers driving a large share of that growth, per Affinity Solutions.
Walmart nudges marketplace sellers toward its logistics services: The retailer raised return shipping rates for seller-fulfilled orders while keeping rates for orders shipped via Walmart Fulfillment Services unchanged.
The changing face of social media creator income: As growth in sponsored content ebbs, alternative revenue streams make headway.
Credit cards will remain the most popular retail payment method in the US through next year, with total credit card transaction value reaching $3.843 trillion in 2025, per our forecast.
Tough macroeconomic conditions in Europe could hinder high-end retailers’ growth: The parent company of Calvin Klein and Tommy Hilfiger offered tepid guidance due to challenges in key European markets.
More consumers are shopping online for household essentials, including food and beverages and health, personal care, and beauty products. The two categories are expected to see the most growth in their share of ecommerce sales from now until the end of our forecast period in 2028. Here’s a closer look at the state of US ecommerce, why household goods are fueling the market, and the consumer behavior steering it all.
Loyalty is a ‘top enterprise priority’ as Target tries to get sales back on track: The retailer’s latest marketing blitz will promote its revamped loyalty offerings.
Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.
There’s strong demand for physical retail spaces: That’s driving up rents and occupancy costs.