Low-cost online marketplaces like Temu and Shein have surged in popularity across the US in recent years, and starting today, both retailers have enacted price hikes due to rising import costs As of January 2025, 44% of US adults have shopped on Temu, while 31% have purchased from Shein, according to data from Morning Consult. Competitive pricing is a key draw for consumers.
ByteDance restructures TikTok Shop’s US operations: The move reflects growing dissatisfaction with the unit’s performance, as well as a potential change in strategy as uncertainty threatens growth.
Walmart promises support for tariff-hit Chinese manufacturers: The retailer will help suppliers get in front of domestic shoppers as it tries to stay on Beijing’s good side.
US ecommerce sales will be hit hard by tariffs: Many online platforms’ advantages could disappear as prices rise, inventory runs dry, and delivery times slow.
The company’s acquisition spree could help accelerate growth despite an uncertain economic climate
D2C shoppers want fast delivery speed: Survey shows they are less interested in the story behind a brand and more concerned about basic operational execution.
In the wake of slowing remittance volume, the company’s financial media network can help it diversify and boost revenues
This can help the POS provider attract a wider range of customers and cross-sell other features
2 in 5 brands plan to scale back Pride engagement: The change results from mounting conservative pressure—but some brands are reaffirming commitment.
On today’s podcast episode, we discuss what traveler media can do that retail media can’t, what makes travelers more receptive to personalized ads, and the possibilities that emerge once fast, free WiFi becomes ubiquitous on planes. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and the CEO of MileagePlus, United Airlines Richard Nunn. Listen everywhere and watch on YouTube and Spotify.
The companies faced mixed results and looming uncertainty as a result of tariffs
The payments giant also deepened its tie-up with Coinbase to make buying and using the asset more accessible
The BNPL provider is racking up partners in a major expansion push before its now-delayed IPO
Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.
Chipotle sees pullback in spending tied to consumer unease: Despite those challenges, McDonald’s and Sonic have both found recent success with limited-time promotions.
Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.
Max adds new paid sharing feature with profile transfer tools: As inflation rises, Max bets on flexibility over price hikes to reduce churn and increase retention.
Gucci sales slid 25% in Q1: The brand’s struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.
On today’s podcast episode, we discuss (now that tariffs are here), how they’re impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.
"Department stores are getting a bad rap," said our analyst Suzy Davidkhanian on a recent episode of "Behind the Numbers." "The way that department stores were structured as this one-hit wonder shop where you could find every single thing under one roof is a fallacy." Department stores are in a tough spot, as Hudson BAy’s recent bankruptcy shows. But ones that embrace new kinds of experiences, like the newly opened Printemps luxury department store in New York City's Financial District, might have the right idea for the future of department stores.