Retail & Ecommerce

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.

Levi Strauss sharpens its focus: The company agreed to sell Dockers to Authentic Brands as it looks to grow its D2C sales and expand its international presence.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants’ tariff mitigation abilities.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program’s appeal.

Partnerships and AI adoption powered the BNPL company’s lead over competitors.

Millennials and Gen Zers can finance snow sport luxury with BNPL—boosting Affirm’s non-retail volume.

Block demonstrates an alternative path forward to determining financial health but needs to expand beyond micro loans.

Google has entered the AI shopping arena: The company’s AI Mode experience aims to assist consumers throughout every step of the shopping experience—from finding inspiration to buying at the right moment.

We look at how retailers can improve their shopping experiences for younger customers to meet their avoidant preferences.

As consumers become increasingly comfortable abandoning brands, marketers and retailers are betting on personalized experiences to keep them around. 81% of Gen Zers and Millennials, and 74% of all shoppers worldwide have switched brands in the past year, per a December 2024 Salesforce survey. Enhancing personalization efforts and building brand trust and loyalty are two of the top priorities among marketing leaders worldwide, according to a December 2024 survey from The Marketing Geeks.

On today’s podcast episode, we discuss the most likely outcome for the TikTok saga, if LinkedIn is risking its professional identity by pivoting towards being a content platform, Pinterest’s latest initiative to become the shopping destination, and why Reddit is somewhat of a sleeping giant. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

"Retail media could have a key role to continue driving growth for advertisers which sell products through retail," said Jonathan Fasano, business development director at Walmart Connect Mexico and Central America, during a recent EMARKETER Summit on commerce media.

China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.

The EU expects tariffs to weigh on growth this year and next: The bloc downgraded its GDP expectations due to levels of uncertainty “not seen since the darkest moments” of the pandemic.

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.