Yum Brands benefits as cost-conscious customers trade down: The QSR chain’s Q3 comp sales beat expectations thanks to strong demand for KFC.
DoorDash recorded record revenues, total orders in Q2 as consumers stick with food delivery: The platform gained market share across the restaurant, grocery, and convenience categories.
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss what TikTok's flywheel looks like, its latest efforts to build out its own shopping platform, and what the social network has that Meta doesn't. Then, for "Pop-Up Rankings," we rank our top four existing TikTok copycat apps. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Jasmine Enberg.
Smartphones will continue to gain ground as digital sales shift away from computers and tablets. In 2027, mcommerce (sales made on smartphones, tablets, and other mobile devices) will near the tipping point of half of ecommerce sales.
Retailers’ bad site search experiences push shoppers away: Sixty-two percent of online shoppers leave an ecommerce site if they can’t quickly find what they’re looking for.
Walmart expands in-store retail media opportunities: The big-box retailer is giving advertisers more opportunities to reach physical shoppers with digital screens, audio ads, and sampling.
Strong mobility and food delivery demand helped power Uber to its first operating profit: The platform saw an increase in both users and order frequency.
On today’s episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.
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