Retail & Ecommerce

Amazon is giving its grocery business a much needed refresh: The retailer is opening up delivery to non-Prime members, revamping Fresh stores, and streamlining the online ordering process.

Yum Brands benefits as cost-conscious customers trade down: The QSR chain’s Q3 comp sales beat expectations thanks to strong demand for KFC.

DoorDash recorded record revenues, total orders in Q2 as consumers stick with food delivery: The platform gained market share across the restaurant, grocery, and convenience categories.

Retailers’ bad site search experiences push shoppers away: Sixty-two percent of online shoppers leave an ecommerce site if they can’t quickly find what they’re looking for.

Smartphones will continue to gain ground as digital sales shift away from computers and tablets. In 2027, mcommerce (sales made on smartphones, tablets, and other mobile devices) will near the tipping point of half of ecommerce sales.

Strong mobility and food delivery demand helped power Uber to its first operating profit: The platform saw an increase in both users and order frequency.

Walmart expands in-store retail media opportunities: The big-box retailer is giving advertisers more opportunities to reach physical shoppers with digital screens, audio ads, and sampling.

This year, less than 20% of US adults across all age demographics will purchase a product as planned if they are met with dynamic pricing of products in-store or online, per CivicScience.

BNPL valuations have been slashed across the board, setting the stage for consolidation within the industry

Their partnership on Apple Card will likely soon be over, as Goldman doesn’t see near-term profitability in it

Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here’s what’s behind retail media’s search success.

On today’s episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

Faster is better when it comes to ecommerce delivery times: Amazon and Walmart leverage automation, limiting the distance items travel to quickly get online orders to shoppers’ doors.

Holiday season creep is here to stay: Half of shoppers plan to start shopping before November.

Fanatics anchors its live shopping strategy around collectibles, celebrity streams: The company’s newly launched live commerce platform is aiming to attract viewers first, shoppers second.

Shein is losing market share to Temu: That’s fueling the fast-fashion retailer’s fierce battle against Temu as the two fight over everything from talent to suppliers.

Walmart is bullish on India: The retailer increased its stake in local ecommerce player Flipkart, deepening its reliance on the country to drive sales and marketplace growth.

A more accessible and expansive Walmart+ membership will help the retailer to reach 29 million subscribers this year, while in-store retail media formats could boost ad revenues. A push into B2B, logistics, and international markets may also prove lucrative.

Embracing mobile gives consumers access to a branded experience both online and in-store, while in-store technologies bring the digital world into the physical. To cater to shoppers no matter where or how they shop, brands should also make sure they’re balancing in-store and online rewards as well as D2C and wholesale commerce.