Retail & Ecommerce

On today's podcast episode, we discuss how haptic logos could change the game, if retailer game shows might catch on, whether J. Crew's print catalog reboot is a good idea, Peloton's next move, what folks are actually doing when "working" from home, and more. Tune in to the discussion with host Marcus Johnson, our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Sarah Marzano.

Mercado Libre will account for 66.5% of ecommerce sales in Argentina this year: Amazon sees an opportunity to chip away at that share by offering a $5 flat international shipping rate.

The fintech’s push is part of a larger trend of US payment firms looking to capitalize on the massive growth opportunity in China

The open-banking-powered card offering brings together the benefits of A2A payments with the ease of card payments. Innovations like this could spur A2A payments usage globally

Consumers are expected to spend $11.6 billion on Halloween this year: That would be down about 5% from last year as shoppers look for opportunities to cut costs.

Temu is eating away at dollar stores’ market share: Dollar General and Dollar Tree face significant headwinds as their core customer base reduces spending and competition mounts.

LVMH expands industry influence with Moncler investment: The deal would give the luxury conglomerate a board seat, as well as a piece of a brand that successfully weathered the downturn in China’s luxury market.

Zalando leans in to inclusivity: Roughly two years after launching an adaptive fashion collection, the retailer rolled out pieces for children.

Looma secures $10 million to expand its in-store media platform: Funding reflects broader industry shift toward in-store retail media as brands seek dynamic in-store engagement.

This could not only impact its market share in the debit card industry and cut into its margins—it may also hurt Visa’s brand in the court of public opinion

21% of US consumers making returns expect refunds immediately, while 33% expect them in 24 hours, per an August 2024 report by Narvar. Some 40% say a day is the longest acceptable time to wait for a refund.

The average cart abandonment rate worldwide was 73.9% in the 12 months ending July 2024, according to data from Dynamic Yield.

A major dockworkers strike seems increasingly likely: The disruption will begin October 1, just as several retailers begin launching holiday promotions.

Capri blames Michael Kors’ decline on excessive discounting: The luxury brand’s attempt to stay competitive by slashing prices hurt its cachet and handed momentum to labels like Coach.

Retailers adjust China strategies to coax cost-conscious shoppers to open their wallets: Ikea and Pizza Hut will open more small-format stores to reach new customers, while H&M set up shop on Pinduoduo and Douyin.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of September. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against analysts Zak Stambor and Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Today’s consumers have high expectations of brands and retailers. They want to shop seamlessly across digital and physical channels, they want to get from inspiration to purchase as quickly as possible, and they prioritize value above all else.

Italy launches greenwashing probe into Shein: The fast-fashion retailer’s business practices are once again in the spotlight, which isn’t great news for the brand.

Private labels drive long-term loyalty: That’s why Albertsons rolled out its first new brand in years and Stop & Shop launched a coffee brand.