Retail & Ecommerce

McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.

Walmart recently bought Monroeville Mall near Pittsburgh, signaling either a massive retail expansion plan or a shrewd real estate grab. Either way, the purchase strengthens Walmart's market foothold while adding rental income. This isn't a random acquisition but a calculated move.

Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.

The housing market may not improve this year: That’s forcing Lowe’s and Home Depot to push a lot of buttons to find paths to growth.

The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.

The company is trying to better market itself as a B2B company and grow its checkout business

The tie-up comes two years after Visa, Mastercard, and Discover began working with the firm

It reminded consumers how volatile the industry can be, deepening distrust that will be a major hurdle to overcome

Temu burst onto the US retail scene in September 2022, winning over shoppers with ultra-low prices and aggressive ad campaigns. But while its initial growth was fueled by new customers, its long-term success is now driven by repeat buyers.

Home Depot expects sales to grow 2.8% this year: While the housing market is unlikely to thaw, the home improvement retailer sees signs that consumers will stop putting off projects.

Target teams up with Disney on a new bedding collection: The expansion of its Pillowfort private-label line should help drive sales and brand loyalty.

Ecommerce penetration of beauty and personal care sales is rising: 41% of category sales take place on platforms like Amazon and TikTok Shop as consumers respond to virality and convenience.

Warehouse club membership has its privileges: Strong sales show that consumers see these stores as a smart way to save as costs rise.

As the world's largest toy company, LEGO has built a retail empire that outpaces competitors Mattel and Hasbro combined through a sophisticated, centered multichannel strategy.

Amazon is testing non-endemic ads in its search results, which link out to products on external websites. It's a move that shows Amazon’s need to demonstrate further growth and non-endemic advertising’s potential to meet that need.

Walmart’s ad business fuels operating income growth: Retail media revenues jumped 29% driven by marketplace expansion.

While retail media networks (RMNs) sell brand safety and predictability to marketers, influencer marketing boasts direct access to loyal audiences. Pairing these two channels together, experts stress, can drive significant growth for brands. Nine in 10 US marketers plan to promote their creator partnerships via RMNs in 2025, according to an October 2024 LTK survey.

Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.

Prosus to buy Just Eat Takeaway for $4.3 billion: The firm plans to reuse the playbook that drove growth at its Brazilian food delivery company iFood.

Domino’s US same-store sales rose 0.4% in Q4: The chain’s emergency pizza promotion and other offerings weren’t enough to convince cost-conscious consumers to bite.