On today’s podcast episode, we discuss how some teachers think young people should be approaching GenAI, the differences between younger and older teenagers’ social media usage, and how engagement with digital gaming is changing. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Paola Flores-Marquez, and Vice President of Research Jennifer Pearson. Listen everywhere and watch on YouTube and Spotify.
"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.
Connected TV (CTV) is already a wild west of providers, platforms, and inventory. Add retail media networks (RMNs) into the mix, and measuring success becomes even more complicated.
Dollar General Media Network (DGMN) has partnered with experiential retail media platform Recess on a sampling program that reaches consumers outside of the store, in their communities.
Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.
China’s deflationary spiral is expected to continue this year: A sharper-than-expected drop in prices in February underscores Chinese consumers’ extreme reluctance to spend.
Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.
Investing in card-linked installment offerings can help credit unions and community banks compete with larger issuers
The expense management platform can help Amex appeal to small businesses that want all-in-one offerings
The move helps cement crypto’s long-term future, but the industry still has hurdles to overcome before mainstreaming
A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, the economic blackout day made an impact, ecommerce buoys beauty, and luxury spending continues.
David’s Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an “asset-light” model to expand inventory—and ad sales—while minimizing expenses.
Gap Inc expects its brands to be “the winners in any challenging market”: The retailer is confident its focus on product innovation, newness, and social buzz will insulate it from economic pressures.
Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.
Costco’s sales spiked in February: The company’s ability to offer value—and possibly its commitment to DEI—boosted sales during a difficult month for retailers.
Higher prices could impede volume growth and raise credit card issuers’ delinquencies
The increased security for merchants and customers can make Skipify a more attractive payments partner
The rule would require larger payment apps to be regulated like banks. Ending this rule would be a win for Apple Pay and Google Wallet
The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners—Mexico, Canada, and China—according to the US Census Bureau.
Half a decade out from the pandemic, retail has firmly established its “new normal,” one where consumers seek spaces they can relax, people return to the office, and wellness remains a focus. Here are four trends illustrating where consumers are spending their time and how those changes impact retail.