Retail & Ecommerce

Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.

Nearly three-quarters (74%) of US sell-side retail media decision-makers rank creative services as one of the most important services/solutions that retail media networks (RMNs) offer, according to Dentsu’s 2025 Retail Media Industry report.

As retail spending slows down, consumers are increasingly using the same feeds that fuel impulse shopping to bond over the collective desire to curb their spending. This makes an influencer strategy embedded in value and relatability crucial.

Mercado Libre’s retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there’s ample room for growth.

Tapestry dismisses impact of tariffs on FY performance as “immaterial”: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

The fintech company implements globally conscious strategies under economic volatility and new political tailwinds.

Despite being a leader in AI use, the BNPL provider said leaning on AI for customer service lowered support quality

To compete, fintech still must measure up against regulated and consumer-favorite card-linked installment plans.

With Google’s platform and broader affordability, Samsung’s headset might finally deliver on spatial media’s promise—and give marketers a new playground.

On today’s podcast episode, we discuss how tariffs will impact private labels, if private label still a synonym for “affordable”, and some unofficial awards for the 5 most interesting private label players. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Analyst Arielle Feger.

Funding hit a two-year high, but the concentration among megarounds points to deeper problems in the startup funding space

Consumers stick with retail brands that reflect their identity, act with integrity, and make them feel good—especially when those brands recognize loyal customers. Perks like early access matter, but tech like AI only resonates when it genuinely makes shopping easier. To keep people engaged, brands should focus on making all customers—from high earners to rural shoppers—feel seen and valued. Here’s how consumers view their favorite brands and how brands can provide more value to loyal customers.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

US consumers will spend $3.2 billion on flowers this Mother’s Day: While NRF’s forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

Hugo Boss is adjusting to the macro landscape on the fly: The German fashion house is rerouting China-made goods to other markets and stockpiling in the US to blunt the impact of tariffs.

This launch could revolutionize PayPal’s in-store ambitions—and provide real competition for Apple Pay