Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.
D2C brands facing the declining effectiveness of search and social ads must use new strategies outside of the traditional D2C growth playbook.
Macy’s made $144 million in ad revenues last year: While that’s up 34% YoY, the retailer sees significant opportunities for growth. That led it to partner with The Trade Desk.
US consumers are cutting back on retail subscriptions as costs bite: That’s driving retailers to focus on subscriber retention over growth.
Tyson faces headwinds as beef, pork demand falls: The company posted a surprise loss in Q2 due to inflation, rising operating costs, and shifting consumer habits.
Nike and adidas try to reverse market share losses in China: But geopolitical tensions could give homegrown brands Anta and Li Ning an insurmountable advantage.
Surging Cash App user growth helped drive a buoyant Q1 for Block despite recent short seller allegations.
There’s a gap between consumer wishes and brand DEI efforts: Consumers are saying more than ever that brands should prioritize social issues and inclusion.
Influencer marketing is getting more expensive. While rates vary based on factors such as the platform, the content type, and creator follower counts, the overall trend for pricing is up.
Eurozone retail sales contracted in March: Persistent inflation caused food sales volumes to drop 6.8% YoY, while non-food sales posted a smaller decline.
TikTok is going all-in on in-app purchases; Meta is focused on shoppable ads; and YouTube hopes to gain a competitive advantage through its strong creator relationships. All of this is happening as we forecast US retail social commerce sales will grow nearly 30% this year to hit $68.92 billion
Uber and Instacart expand retail media offerings: Both companies are giving CPGs more advertising opportunities. (This article was written with the assistance of ChatGPT.)
Sweetgreen sales beat expectations as workers head back to the office: The fast-casual chain is leaning into loyalty, menu enhancements, and automation to power profitable growth.
Stripe can benefit from Uber’s global reach, while Uber can cut checkout friction for customers.
Even after the retailer slashed many of the app’s rewards, convenience and brand loyalty sent the mobile wallet’s use soaring.
This is part of the payment network’s small business program, which can help it diversify its revenues