Retail & Ecommerce

TikTok Shop has rapidly emerged an important channel for some merchants: But whether those early gains are sustainable remains a question given the significant discounts that drove those results.

Retailers turn to AI for supply chain assistance: Amazon is hoping its expanded tools fulfill demand for more sophisticated inventory management systems.

Branded merchandise is helping retailers create buzz: McDonald’s, Aldi, and Target are just a few of the companies relying on exclusive products to stay current with shoppers.

On today's podcast episode, we discuss whether X (formerly Twitter) can recover from its latest debacle, if folks will start buying cars on Amazon, whether ad-free social networks are inevitable, companies potentially ruining "buy one, get one free" deals, United Airlines weighing using passenger data to target ads on planes, how people feel about tipping in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Bill Fisher.

On-device AI is about to power a smartphone revolution: Smartphone sales are projected to rebound in 2024 and 2025, driven by generative AI innovations.

Gen Z favors a range of product discovery methods, cost-conscious spending patterns, and flexible payment options. Here are three crucial insights and actionable strategies to help brands capture Gen Z’s attention—and dollars—this holiday season.

Offering both cards will help J. Crew transition eligible cardholders and tap new revenue streams

The proposal would end the Apple Card partnership in the next 12 to 15 months. We expect many issuers will put their hats in the ring to take it over

The rule would apply to the UPI and could help boost adoption by creating a new safety net

Ulta Beauty is optimistic as beauty becomes a mainstay of wellness routines: Sales and transactions grew healthily during Q3, despite emerging signs of cost-consciousness.

Walmart Marketplace is thriving: Black Friday and Cyber Monday were the two best-selling days on the platform, and those strong results are providing a boost to Walmart Fulfillment Services.

Neiman Marcus rejects Saks’ latest takeover offer, but is still open to a deal: A partnership could help shore up both retailers’ businesses as luxury sales soften.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover the future of AI devices, shopping Amazon from your social feed, what happens now that the Hollywood strikes are over, and how Amazon is expanding. Tune in to the discussion with this month's contestants: our vice president of Briefings Stephanie Taglianetti and analysts Evelyn Mitchell-Wolf and Carina Perkins.

59% of US adults interested in using AI chatbots for shopping-related activities would use the tech for product research, according to SurveyMonkey.

It seems inevitable that Farfetch is going private: But while the move may make sense for the luxury marketplace, it poses challenges for Richemont.

Kroger delivers lackluster Q3 results: The combination of moderating food prices and consumers tightening their belts drove the grocer to cut its annual sales forecast.

Instacart partners with Peacock to fast-track membership growth: The move could help restore the delivery platform’s appeal in relation to DoorDash and Uber Eats.

Nike is feeling the fallout from its D2C shift: The company’s market share at retail partners is slipping as brands like On Running and Hoka take over shelves.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how Gen Zers discover products; where they stand on buy now, pay later; and how loyal they really are to brands. Then, for "Pop-Up Rankings," we rank three campaigns that really worked with Gen Z. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and editor Catherine Ollinger.

After its US launch in September, TikTok Shop faces its first holiday season, heating up competition in the social commerce space.