Retail & Ecommerce

On today’s podcast episode, host Bill Fisher is joined by our analysts Paul Briggs, Evelyn Mitchell-Wolf, and Carina Perkins to discuss the implications of new digital legislations that recently came into force in the EU. Could they be a template for tighter digital laws elsewhere in the world?

We look at how issuers and networks could compensate for the multibillion-dollar revenue shortfall

Mastercard has been pushing into value-added services like fraud solutions to diversify revenues

Retailers are bullish on genAI: Many see the potential for genAI to remake everything from customer service and marketing to their store operations.

Baltimore bridge collapse adds to retailers’ supply chain headaches: Luckily, the impact is likely to be minimal as other ports step in to fill the gap.

TikTok Shop adjusts seller policies to fend off US ban: It’s getting rid of a loophole that allowed Chinese sellers to register themselves as US merchants.

Like last year, we expect deal-hunting consumers and mobile-forward brands to drive the 2024 holiday season, according to our US Holiday 2023 Recap and 2024 Preview report.

H&M is relying on lower prices to restore momentum: But supply chain challenges could limit its ability to take back share from Zara and Shein.

Getting cash back is the leading motivator for opening a new credit card, according to 42% of adults worldwide, per January 2024 data from Kantar.

Home Depot hypes its Halloween decorations seven months before the holiday: Retailers look for surefire ways to push shoppers to spend when they’re pulling back on other nonessential goods.

Price cuts are helping upmarket UK grocers win back share: While grocery inflation is at a two-year low, shoppers continue to be highly responsive to deals.

NBCUniversal expands shoppable TV opportunities amid growing interest from consumers: Viewers will soon be able to order food delivery and purchase items inspired by their favorite Bravo shows.

Anta Sports is bullish on China: The sportswear company expects solid growth this year, while competitors Nike and Li Ning struggle to keep up.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of March. 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 Becky Schilling and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and analyst Zak Stambor, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

This is a problem considering younger consumers are BNPL providers’ core targets

They expect the same digital experience online and in-store—including payment choice. We look at how retailers can respond

It could eventually force Apple to open up its NFC capabilities to other mobile wallets, disrupting industry dynamics

Asia-Pacific remained a global hotspot in 2023, with six of the top 10 fastest-growing retail ecommerce markets worldwide. In particular, China's online shopping market showed signs of resiliency, with growth rates in the double digits.

“What’s really exciting about retail media is a lot of it is uncharted territory,” said Paul Longo, general manager of retail media at Microsoft. “We’re in inning two, inning three. What’s gotten us here will not get us where things need to be.”