Twin Peaks went public as a standalone company: Investors’ response to the sports bar chain could determine whether companies like Panera and Inspire Brands—parent of Dunkin’—IPO this year.
Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.
Horizon Media is hunting for acquisitions: The US agency is targeting companies in the influencer marketing and retail media sectors.
Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl’s are searching for a winning formula to revitalize the struggling department store model.
Brazil’s ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.
Quince raised $120 million in new funding: The retailer’s strategy of selling low-priced versions of high-end apparel and accessories is working.
Victoria’s Secret’s rebooted fashion show resonated with Gen Z: That, alongside the company’s efforts to expand and refresh its assortment, resulted in a solid holiday performance.
The issuer faces rising charge-offs, slowing volume growth, and declining active accounts
Working with Visa will bring the future P2P platform added trust and security—as well as real-time payment capabilities
The expanded partnership boosts merchant acceptance for both Fastlane and Pay with Venmo
Retailers get burned on DEI: Companies risk backlash whether they stand firm or capitulate to anti-DEI pressure.
Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).
LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.
Sam’s Club's efforts to streamline its shopping experience pay off: It soared past Costco to place first in this year's customer satisfaction rankings for general merchandise retailers.
Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today—and how they could potentially be resolved.
Retail media networks (RMNs) are expanding beyond retailers' websites and apps, pushing into connected TV (CTV) and in-store displays. As the industry matures, experts predict 2025 will be marked by significant growth in these off-site channels, with new technologies and partnerships reshaping how brands reach consumers throughout their shopping journey.
Existing home sales fell to the lowest level since 1995 last year: Conditions likely won’t improve much this year, which could spell trouble for housing-related retailers.