Retail & Ecommerce

European consumers cut spending in the lead-up to Christmas: But sentiment is ticking up as inflation eases.

Instacart will show ads on its smart shopping carts: The company sees a significant opportunity to capture a sizable share of the fast-growing in-store retail media market.

Amazon wants to help shoppers find the perfect fit: The retailer is using AI to deliver personalized size recommendations that it hopes will boost sales while minimizing returns.

On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 tech trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss how on-device AI features will boost flagging PC and smartphone sales, what happens when GenAI makes content less trustworthy, and how immersive media will take a qualitative leap. Tune in to the discussion with our analysts Jacob Bourne, Gadjo Sevilla, and Yory Wurmser.

Users say they were pushed to top up gift cards more than they wanted to. It’s an issue that’s much larger than Starbucks

While the frequency of these payments is limited, consumers may finally be ready to modernize their bill payments

Amazon’s speedy delivery options won over procrastinating holiday shoppers: The retailer captured nearly one-third of online orders in the two weeks leading up to Christmas.

On today's podcast episode, we discuss what to expect in 2024, whether Google's new AI search tool will destroy traffic, a new self-checkout machine, loyalty in the age of the "zero consumer," if everyone will soon be creating digital clones of themselves, roads that can wirelessly charge electric vehicles, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, analyst Blake Droesch, and vice president of Briefings Stephanie Taglianetti.

McDonald’s and Starbucks face blowback over war-linked controversies: Consumers’ misconceptions over companies’ positions are the latest challenge for large brands to navigate.

Constellation Brands’ beer portfolio is hitting the right notes: But the company’s wine and spirits brands face stiff headwinds.

Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.

Hollywood strikes are a red-letter event for video advertising: Unable to cut labor costs, streamers will likely double down on ad-supported subscription tiers.

On today's podcast episode, we discuss what the biggest trend of 2024 will be when it comes to how consumers will spend their time—and money—and what the biggest opportunities for advertisers will be as a result. Tune in to the discussion with our director of Briefings Jeremy Goldman and vice president of Briefings Jennifer Pearson.

Deal-seeking shoppers spent $222.1 billion online this holiday season: Elevated discounts drove spending across the electronics, apparel, furniture, and toy categories.

Gen Z spends the most time on social media. Gen Zers ages 18 to 24 spend more time on Instagram, TikTok, and Snapchat than any other age group, according to our forecast. These platforms become community spaces where they interact beyond simple messaging: They share memes and new interests, video chat, and collaborate on content.

TikTok Shop aims to reach $17.5 billion in GMV this year: The platform is setting an ambitious US sales target for 2024, even as it cuts merchant subsidies and hikes fees.

From retailers drawing shoppers in-store by leaning on creator content to the emergence of livestream ecommerce influencers and the potential consolidation of retail media networks, our analyst-led predictions offer a glimpse into the future of shopping and advertising. We explore each, weighing the arguments for and against their likelihood in shaping the year ahead.

Conagra trimmed its outlook after sales slipped 3.2% in FYQ2: It expects sales to decline 1% to 2% this year, down from the 1% rise it previously forecast.

Walmart deepens metaverse presence with Unity partnership: The retailer is expanding access to its commerce APIs to allow developers to sell physical items within virtual experiences.