Retail & Ecommerce

Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.

Alibaba’s domestic ecommerce growth signals promise for China’s retail landscape: However, price-conscious consumers and a trade war could derail recovery.

Wayfair is in a tough spot: A weak housing market and economic headwinds are shifting consumers’ focus away from home furnishings.

AppLovin is setting its sights on ecommerce: Executives plan to attract spenders and grow revenues with a slew of ad product launches.

On today’s podcast episode, we discuss the elements of the Lego flywheel, how its remained relevant across demographics, and what other brands and retailers can learn from its success. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Senior Analyst Zak Stambor.

As younger consumers grow increasingly comfortable with abstinence, and the non-alcoholic sector grows, brands and retailers should reconsider how to approach Dry January.

Amazon reevaluates social commerce ambitions with Inspire shutdown: The retailer is prioritizing Rufus and shoppable partnerships with TikTok and other platforms.

Social commerce has the potential to go mainstream for luxury. More than 40% of respondents overall said they had used or were interested in using social media channels to buy luxury products.

Retailers redefine themselves through M&A: Capri, Tapestry streamline their portfolios, while Wrangler owner Kontoor Brands adds Helly Hanson to strengthen outdoor and workwear segments.

President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.

Netflix sets record with 8.6% of TV viewing as sports fuel broadcast growth: While streaming dominated at 42.6% market share, NFL and college football content helped push broadcast TV up 5% in January.

2025 will be the year of “true co-branded storytelling” for retail media creative formats, according to Brian Monahan, global client president, head of retail media solutions at Dentsu.

About one-third of US small businesses charge customers to accept card payments. Bigger retailers doing the same could hurt issuers

The bank will start blocking more transactions that originate from social media

"Sam's Club's in-store experience is really smooth, easy, and elegant thanks to technology," our analyst Zak Stambor said on a recent "Behind the Numbers: Reimagining Retail" podcast.

TikTok Shop’s sales soared 153% in January: The video app’s social commerce arm is eating into Shein’s market share, adding to the hurdles facing the fast fashion company.