Temu, Pinduoduo parent PDD Holdings’ revenues surged 66% in Q2: The company’s heavy promotional activity helped win over cautious Chinese shoppers, a tactic that also benefited rivals Alibaba and JD.com.
On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.
The BNPL firm gave a rosy forecast for its next fiscal year after beating Q4 forecasts—but it’s still falling behind Klarna.
Smart carts enable brands to put their products right in front of shoppers as they move through the store. Digital cooler screens use bright, informative visuals to pique consumer interest. And digital end caps add an element of interactivity to the old-school format. Here’s how retailers can put them to use to up their retail media game.
Membership-based retailers might have an edge in retail media. While most retail media networks tout first-party data and closeness to purchase as benefits of this burgeoning channel, membership stores like Sam’s Club, BJ’s Wholesale Club, and more have rich troves of historical data on its members.
QSRs see opportunity in late-night dining: Easing labor pressures and growing delivery demand are helping increase visits and sales during off-peak hours.
Digitally native vertical brands (DNVBs) have a long way to go to catch up to established brands. While established brands will make up $134.55 billion in D2C ecommerce sales in 2023, digitally native brands will make up just $34.84 billion, according to our March 2023 forecast.
Strong volume growth and 100 million users prove the BNPL provider’s successful expansion
Its rise in delinquencies exposes potential deterioration in the credit card market
The partnerships will help grow its volume as it digs it deeper into the $176B rewards industry
Key stat: US digital commerce platform gross payment value growth will slow down this year, increasing only 9.0% compared with last year’s 25.0%, per our forecast.
Retailers turn to gamification to encourage loyalty, boost sales: Lego, Under Armour, and Hudson’s Bay Company are hoping to keep users engaged and their brands top-of-mind.
Indian startup Zepto bucks rapid grocery skepticism with $200 million funding round: But it’s proving to be an outlier in the quick-commerce space, as Getir and Gopuff both struggle to find a sustainable model.
Retailers face a tough terrain: We dissect why some retailers appeared immune to Q2’s slowdown in discretionary spending, while others fell flat.
On today's podcast episode, we discuss the current state of the affiliate space, bringing new light to influencer activity through "performance branding," the impact of programmatic ads coming to movies theaters, and how retail media aids affiliate marketing. "In Other News," we talk about the impact of programmatic ads coming to the movies and what YouTube's next anti-ad blocking measure will be. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.
Younger generations are more likely to discover new grocery products via social media and search engines.
Target shifts away from a nationwide distribution network: By placing goods closer to customers, the retailer is delivering orders faster and speeding up store replenishment.
The slowdown in discretionary spending hurt Petco’s Q2 results: The retailer’s supplies and companion animal business fell 9.4% YoY, and some shoppers are trading down to lower-priced food.