Low-income consumers feel squeezed: With prices rising and the GOP tax bill set to reduce their after-tax income, relief may not come soon.
On today’s special edition podcast, EMARKETER analysts Sarah Marzano and Max Willens explore how commerce media is reshaping advertising—covering platform innovation, measurement, and its overlap with CTV and social—before a fireside chat with Chase Media Solutions’ Lauren Griewski. Recorded live at the EMARKETER Commerce Media Trends 2025 virtual summit on May 9th. Listen wherever you find podcasts, or watch on YouTube and Spotify.
Private label brands are no longer just the cheaper alternatives sitting on store shelves. They've evolved into strategic assets that build customer loyalty, boost retailer margins, and increasingly compete with national brands on quality and design, not just price.
TikTok is ByteDance’s global engine: Despite slowing growth in China, the platform continues to expand monetization and user base worldwide.
Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.
Discounts are a primary motivator for TikTok Shop purchases: But that tactic may not be sustainable for sellers reeling from the impact of China tariffs.
Alibaba and JD.com embark on ambitious expansions despite challenging conditions: Both are making expensive delivery investments that could worsen China’s price wars.
Ad costs per click show changing consumer priorities: Retail media ad costs rose the sharpest in 2024 for the health category, which could resonate in a market disrupted by tariffs.
David’s Bridal goes upscale: The retailer launched a higher-end boutique called Diamonds & Pearls that offers a more intimate, elevated experience.
Despite growing up online, Gen Z and millennials prefer in-person shopping and socializing, creating opportunities for minimalist tech and physical brand experiences.
Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.
Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.
Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.
Walmart’s Q1 ad revenues surged 50% year over year: Vizio’s integration is powering its leap into connected TV and retail media dominance.
Delinquencies for both student loans and credit cards could worsen as borrowers contend with more obligations
Partnerships are key to breaking into brick and mortar, but generational mattress-shopping divides could mute the deal’s effectiveness.
layers browse, click, and buy real merch inside their favorite games, ushering in a new era of immersive ecommerce.
Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.
New features let brands display shoppable feeds and target ads during key video moments, capitalizing on YouTube's rising share of streaming time.
On today’s podcast episode, we discuss where GenAI is being used along the current shopper journey, how agents can help, the most overhyped piece of this, and one thing retailers and brands are paying enough attention to as a result. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Carina Perkins and Principal Analyst Yory Wurmser.