Microsoft moves to kill the password for good: New accounts skip passwords entirely, and users can delete old ones—part of a bigger push to make passkeys the new normal.
Consumers—especially Gen Z—are eager to spend on live events: Summer concert ticket sales are at record levels thanks to high-profile stadium tours and the strong appeal of live experiences.
Kohl’s fires its CEO for cause: The move leaves the struggling department store without a clear strategic direction at a challenging time for all retailers.
Wayfair’s US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.
A flurry of interest and an unexpected announcement from PayPal show where banks see the biggest value of their own stablecoins.
Amazon’s earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.
The tech is dominating recent headlines as retailer and consumer interest explodes
So far, neither network has seen signs of a consumer spending slowdown despite plummeting consumer sentiment
It wants to become a one-stop shop for businesses and consumers alike
Whether brands are aligning their product with comfort food, launching fragrances, or prioritizing scent in their retail spaces, marketers are embracing multisensory experiences as another way to stand out in the digital noise.
Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald’s, which reported its US same-store sales fell 3.6%.
Shoppers’ snack budgets are shrinking due to economic uncertainty: With little relief in sight, Mondelez, Kellanova, and Hershey’s are bracing for impact
Epic Games forced Apple to unwind App Store rules, setting a precedent that weakens Apple’s payment monopoly and threatens its fastest-growing services revenue stream.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. 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 Analysts Arielle Feger and Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.
Shein considers restructuring to minimize tariff, de minimis impact: But any move to shift production out of China could provoke Beijing’s ire—and derail its long-awaited IPO.
Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.
53% of US Gen Z adults say they have, are, or will participate in an economic boycott—more than any other generation, per a March 2025 Harris Poll.
Brands redefine customer acquisition through tech partnerships: Retailers tap nontraditional channels to connect with new audiences in a challenging economy
Tariffs cast a shadow over consumer spending in Q1: Growth slowed from 4.0% in Q4 to just 1.8% in Q1 as households sharply cut back on goods.