Retail & Ecommerce

China’s worsening property crisis weighs on economic recovery: Consumption figures for the country’s Golden Week holiday were lower than expected as consumers remain cautious in the face of slowing growth.

Retailers hold firm on live shopping despite sluggish US adoption: TikTok Shop made the format a cornerstone of its ecommerce strategy, while Macy’s and Poshmark see early progress.

On today's podcast episode, we discuss the Federal Trade Commission's (FTC) case against Amazon, the tech giants' defense, and what is most likely to come of this. "In Other News," we talk about what to make of Peloton and Lululemon striking a deal and why social media burnout is back on the radar. Tune in to the discussion with our analysts Jacob Bourne and Zak Stambor.

Latin America’s retail media ecosystem is exploding: We share a glimpse from our recent survey into the region on who the dominant as well as up-and-coming players are in the space.

On today's podcast episode, we discuss a digital out-of-home (OOH) TikTok initiative, whether OOH ads have actually bounced back, and what we expect to see from in-store retail media. "In Other News," we talk about YouTube experimenting with longer but less frequent ad breaks and whether consumers are finally bumping up against a video streaming ceiling. Tune in to the discussion with our analyst Ross Benes.

Credit losses are climbing, credit conditions are tightening, and consumer sentiment is on the decline

Past “anti-steering” lawsuits have had mixed success, but it could put a dent in the PayPal brand

In 2023, we predict that walled gardens will lose share of total programmatic digital display ad spending for the first time since 2017, when we first began forecasting this segment, according to our Programmatic Ad Spending Forecast Q3 2023 report.

US omnichannel retail media ad spend will increase by 22.6% next year for a total of $55.64 billion. One thing that could unlock spend even further? Standardization.

Digitally native D2C brands embrace traditional retail strategies: More are inking partnerships with retailers like Amazon and Walmart to expand their reaches and offset soaring acquisition costs.

UK retailers face a difficult Q4 as recession fears swirl: Shoppers are focusing on necessities as inflation continues to erode buying power.

Spotify gives UK premium subscribers 15 monthly hours of audiobooks: Expanded access helps justify recent pricing increases.

The tracking feature brings added utility to the card and can improve the overall UX

The card will be released early next year to capitalize on growing T&E spending, which is helping prop up overall credit card spend

Shein looks to faster delivery times to drive growth: The retailer pushes to source fabrics and build supply chains in markets outside of China that are closer to its international customers.

Levi Strauss blames soft wholesale demand for weak Q3 sales: The denim brand lowered its FY outlook and intensified its push to D2C as department store sales continue to fall.

Amazon keeps tweaking its online grocery delivery threshold: The retail giant now offers free delivery for grocery orders exceeding $100, down from the $150 threshold it instituted earlier this year.

Private labels gain popularity thanks to improving perceptions of quality and taste: That’s posing difficulties for CPG companies as they continue to rely on price hikes to offset softening demand.