Retail & Ecommerce

The deal is part of Trustly’s strategy to expand into open banking payments in Europe as the payment method’s use explodes

Instacart's IPO filing highlights its shift: From a grocery delivery service to a booming retail media platform covering 85% of the US grocery industry.

Gopuff opens up ad platform to UK advertisers: The rapid delivery startup is betting on retail media revenues to make up for softening demand.

The holiday season is starting earlier than ever this year: With consumers tightening their wallets, they’re on the hunt for deals.

Lego captured market share in the first half of 2023: The company’s appeal to consumers of all ages enabled it to defy a broader slowdown in toy sales.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how toy brands are using TikTok as a marketing channel for children and adults alike, and how brands are making their toy stores more experiential to drive sales. Then, for "Pop-Up Rankings," we rank toy brands whose creative marketing strategies are making their toys stand out. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

As consumers hunt for the best deals, generative AI will drive $194 billion in consumer spending by enabling brands to provide personalized customer service, marketing promotions, and commerce experiences, per Salesforce. Social media advertising will also have an outsized impact on purchase decisions versus traditional marketing efforts.

Best Buy believes we’ve hit a low point in tech demand: The combination of inflation and shifting spending patterns has made for a tough environment for the consumer electronics retailer.

Amazon makes shoppers spend more to get free shipping: The higher threshold may drive up the retailer’s average transaction volume and/or drive Prime signups.

E.l.f. Beauty’s Naturium acquisition will double its share of the fast-growing skincare market: The company is looking to take full advantage of the lipstick effect as shoppers continue to splurge on beauty.

Temu, Pinduoduo parent PDD Holdings’ revenues surged 66% in Q2: The company’s heavy promotional activity helped win over cautious Chinese shoppers, a tactic that also benefited rivals Alibaba and JD.com.

On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.

The BNPL firm gave a rosy forecast for its next fiscal year after beating Q4 forecasts—but it’s still falling behind Klarna.

Smart carts enable brands to put their products right in front of shoppers as they move through the store. Digital cooler screens use bright, informative visuals to pique consumer interest. And digital end caps add an element of interactivity to the old-school format. Here’s how retailers can put them to use to up their retail media game.

Membership-based retailers might have an edge in retail media. While most retail media networks tout first-party data and closeness to purchase as benefits of this burgeoning channel, membership stores like Sam’s Club, BJ’s Wholesale Club, and more have rich troves of historical data on its members.

QSRs see opportunity in late-night dining: Easing labor pressures and growing delivery demand are helping increase visits and sales during off-peak hours.

Digitally native vertical brands (DNVBs) have a long way to go to catch up to established brands. While established brands will make up $134.55 billion in D2C ecommerce sales in 2023, digitally native brands will make up just $34.84 billion, according to our March 2023 forecast.

Strong volume growth and 100 million users prove the BNPL provider’s successful expansion