Retail & Ecommerce

On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

It will help the ecommerce giant better compete with Amazon, which offers similar card programs

Activity on X/Twitter suggests a new marketing campaign for Apple Pay is in the works, possibly hinting at an Apple Pay Later rollout or other new features

Retailers want to be closer to consumers’ homes: That’s driving companies ranging from Macy’s to Signet Jewelers to Wayfair to open off-mall locations.

L’Oréal’s surging sales underscore the power of the lipstick effect: The company reported growth across all geographies and product divisions, with especially strong performances in Europe and in its Consumer Products business.

eBay’s ad business grew 35% in Q2: The marketplace is looking to ad revenues to make up for falling GMV.

On today's special episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover how much the world is traveling again, how Amazon Prime Day did, the staying power of Threads, and more. Tune in to the discussion with this month's contestants: our analysts Carina Perkins, Max Willens, and Yory Wurmser.

Shein claims it turned a profit in the first half: With rumors of a US IPO swirling, the company says its sales volume growth accelerated and profits improved this year. (This article was written with the assistance of ChatGPT.)

US shoppers prefer to make their luxury purchases abroad: Spending from American tourists in Europe helped offset sales declines in the Americas for LVMH, Kering, Prada, and more.

The top two reasons shoppers worldwide buy directly from brands are a better price (53%) and free delivery (49%), followed by fast and convenient delivery and free returns (both 36%), according to Wunderman Thompson.

Unilever, Nestlé, Keurig Dr Pepper signal slowing price hikes: But that may not be enough to win back market share from private labels.

From improving in-store inclusivity to taking advantage of Bed Bath & Beyond’s closure, here are three examples of how back-to-school’s biggest players are delivering value through discounts and enhanced shopping experiences.

The case focuses on claims of abusive App Store commissions. Poor developer relations could be a roadblock to the company’s long-term mixed-reality pivot.

The Clearinghouse’s RTP Network and Nacha’s Same Day ACH network face steeper competition in Q3 from FedNow

Treasury will reportedly table its BNPL regulations in light of economic headwinds—here’s what that means for Klarna

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss what's most important this back-to-school season, how much Amazon Prime Day might have stretched out the shopping period, and where coolness comes from. Then, for "Pop-Up Rankings," we rank the things you need to do to be better than OK and in an OK market. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Zak Stambor.

US consumers pull back on discretionary purchases: Despite real wage and consumer sentiment gains, a wide array of retail companies have reported a shift in spending patterns.

In-store retail media initiatives are gaining momentum: Loblaw, Macy’s, and Schnucks Markets are the latest retailers to invest in the channel.