Retail & Ecommerce

The Fed reports increased consumer borrowing: Credit card balances are rising as consumers struggle with inflation and other economic challenges.

A new tax rule, which requires digital payment apps to report business payments over $600 to the IRS, doesn't apply to Zelle.

As ecommerce growth slows, Shopify hedges its bets: The ecommerce platform is enhancing its lending services, seller tools, and enterprise solutions as part of its “everything but the kitchen sink” growth strategy.

Popularity with Gen Z isn’t enough to stop a US reorg at TikTok: With ad sales slowdown looming, the company is shuffling leadership and hoping social commerce moves pay off.

Retail media is one of the hottest advertising and retail topics of 2022. Why? For starters, it’s growing—and fast.

Many US companies are cutting their investments in China: The country’s COVID-related lockdowns have led many retailers and brands to shift manufacturing elsewhere to avoid disruptions.

Gen Z shoppers are ready to splurge on holiday purchases: But financial concerns remain at the forefront as consumers turn to sales and BNPL to stretch their budgets.

Amazon and Walmart adopt varying tactics to juice subscriber growth: Amazon is going after college students with its beefed-up music offering while Walmart doubles down on value.

It launched Ant Bank PayLater, which will let AlipayHK users spread purchases across three-month installment plans.

Marketers have their hearts set on capturing holiday dollars from Gen Z this season, but they shouldn’t run the same old marketing playbook if they want to succeed.

Our research validates that Klarna is at the cutting edge of BNPL innovation, offering 35 of 49 features selected by our analysts based on their ability to differentiate BNPL providers.

Stores saw foot traffic pick up from mid-September to mid-October: That’s a promising sign for the holiday season.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the total market for US retail social commerce sales, whether Instagram is in trouble when it comes to social commerce, and what kind of a threat TikTok poses. Then for "Red-Hot Retail," our analysts give us four of their very specific—and potentially risky—predictions about the future of TikTok’s US retail strategy. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Jasmine Enberg.