Faster is better when it comes to ecommerce delivery times: Amazon and Walmart leverage automation, limiting the distance items travel to quickly get online orders to shoppers’ doors.
BNPL valuations have been slashed across the board, setting the stage for consolidation within the industry
Their partnership on Apple Card will likely soon be over, as Goldman doesn’t see near-term profitability in it
It faces fierce competition from Toast, Square, and other major providers
Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here’s what’s behind retail media’s search success.
Holiday season creep is here to stay: Half of shoppers plan to start shopping before November.
This year, less than 20% of US adults across all age demographics will purchase a product as planned if they are met with dynamic pricing of products in-store or online, per CivicScience.
Fanatics anchors its live shopping strategy around collectibles, celebrity streams: The company’s newly launched live commerce platform is aiming to attract viewers first, shoppers second.
Shein is losing market share to Temu: That’s fueling the fast-fashion retailer’s fierce battle against Temu as the two fight over everything from talent to suppliers.
Walmart is bullish on India: The retailer increased its stake in local ecommerce player Flipkart, deepening its reliance on the country to drive sales and marketplace growth.
A more accessible and expansive Walmart+ membership will help the retailer to reach 29 million subscribers this year, while in-store retail media formats could boost ad revenues. A push into B2B, logistics, and international markets may also prove lucrative.
Travel demand boosted both networks’ volume, but the two also face regulatory pressures
It will help the ecommerce giant better compete with Amazon, which offers similar card programs
Activity on X/Twitter suggests a new marketing campaign for Apple Pay is in the works, possibly hinting at an Apple Pay Later rollout or other new features
Retailers want to be closer to consumers’ homes: That’s driving companies ranging from Macy’s to Signet Jewelers to Wayfair to open off-mall locations.
eBay’s ad business grew 35% in Q2: The marketplace is looking to ad revenues to make up for falling GMV.
Embracing mobile gives consumers access to a branded experience both online and in-store, while in-store technologies bring the digital world into the physical. To cater to shoppers no matter where or how they shop, brands should also make sure they’re balancing in-store and online rewards as well as D2C and wholesale commerce.
On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.
L’Oréal’s surging sales underscore the power of the lipstick effect: The company reported growth across all geographies and product divisions, with especially strong performances in Europe and in its Consumer Products business.
Shein claims it turned a profit in the first half: With rumors of a US IPO swirling, the company says its sales volume growth accelerated and profits improved this year. (This article was written with the assistance of ChatGPT.)