Retail & Ecommerce

Adoption will spike by 82.1% from 2024 to 2026—but from a very low base. This translates to only 2.6% of the population using cryptocurrency payments in 2026, affirming its status as a nascent-stage payment option.

Amid real challenges, retailers get a glimmer of good news: Retail sales rose 4.2% YoY in January, and spending at restaurants and bars jumped 5.4% YoY.

Consumer tech spending expected to reach record $537 billion in 2025—unless tariffs get in the way: The need to replace pandemic-era purchases and interest in AI-powered features will spur demand, assuming prices stay steady.

Amazon opens a “parapharmacy” in Milan: The store is part of a broader push into beauty and personal items and marks its latest attempt to crack the brick-and-mortar code.

Travel holds up amid headwinds: Consumers continue to prioritize trips, aiding hotel performance and expansion.

Retailers cut 6,419 jobs in January: That’s up 20% YoY, with more to come as chains like Joann plan to close hundreds of stores.

Online reviews are vital to the shopping experience, but a growing wariness of fake reviews and AI's escalation of the problem has recently spurred governments to act.

Fraud concerns aren’t slowing down the P2P player as its growth outpaces peers

Beauty brands and retailers target Gen Alpha spending as growth slows: Their beauty obsession makes them a natural focus, but companies have to tread carefully.

Unilever’s 30 largest brands grew 5.3% YoY in Q4: That significantly outpaced the company’s overall 4% growth rate, which was just shy of analysts’ expectations.

More retailers open restaurants: Muji, Coach, and Louis Vuitton are among the companies relying on hospitality concepts to boost store visits and spending.

Gen Z consumers rely heavily on online reviews to make purchase decisions: They’re also more likely to trust reviews than older generations.

On today’s podcast episode, we discuss what makes Sam’s Club stand out against Costco and BJ’s, why its retail media offering is unique, and where it might be falling short. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sarah Marzano and Senior Analyst Zak Stambor.

Egg prices are up, and so are consumers’ concerns about affording groceries amid rising cases of avian flu, inflation, and President Donald Trump’s tariffs. Here’s how grocery shopping may change in the year ahead and what retailers need to know.

Inflation accelerated in January: Rising prices of eggs, chocolate, and other goods keep costs in the spotlight, potentially squeezing discretionary spending and pressuring retailers.

Burger King gave consumers a reason to spend in Q4: Limited-time menu options, such as Addams Family-themed items, along with the Million Dollar Whopper campaign, boosted US same-store sales 1.5%.

DoorDash vows to invest more in expansion: Strong Q4 revenues and orders boost momentum, but inflation and tariffs pose risks.

Nearly every major retailer (and many smaller ones) has already launched media networks, but it’s not just for retailers anymore. While networks beyond retail have already begun to launch, 2025 will see more financial institutions, payment networks, travel companies, fitness centers, and more launch or revamp their own media networks. And as commerce media expands, so do the places ads are being served.