Retail & Ecommerce

Pinterest wants to be more than just shopping inspiration: The platform’s evolution into a full-funnel commerce app has caught the interest of activist investor Elliott Management.

Consumers spent more in June, but confidence remains low: Shoppers contend with reduced spending power as inflation wreaks havoc on budgets.

Shopify’s attempt to build the next super app hits a wall: Downloads for the ecommerce company’s consumer-facing app are down as Amazon beats back its business.

ByteDance looks to extend its app hits and take on a rival: TikTok’s owner launches recommendation app Kesong in the China market to challenge Tencent.

Supply chain issues have eased back from their pandemic peaks: But there are plenty of challenges ahead and slowing consumer demand could lead to a new issue: inventory pileups.

The updated version offers more generous rewards for purchases at US gas stations and online purchases. We weigh whether that’s enough to capture consumers’ attention.

CTV and upper-funnel campaigns see the biggest cuts: Economic uncertainty is causing advertisers to pull back their spending.

Amazon was once again the big winner of this year’s Prime Day: But inflation took its toll as shoppers focused on household essentials over big-ticket purchases.

Amazon throws antitrust regulators a bone: The retailer is drastically reducing how many items it sells under its own brands, which may help alleviate government scrutiny into its business practices.

Instagram has its priorities in focus: Platform looks to draw advertisers to Reels, sees shopping wins in home goods and electronics as well as fashion and beauty, executive says.

On today's episode, we discuss whether Pinterest can become the definitive online shopping mall, what a virtual convenience store looks like, how marketing budgets are changing, the promise of food delivered to your fridge, an unpopular opinion about Prime Day, where the baseball term "bullpen" came from, and more. Tune in to the discussion with our analysts Suzy Davidkhanian and Blake Droesch and director of forecasting Oscar Orozco.

As the online BNPL space saturates, Afterpay and Klarna are turning to in-store partners to fuel growth.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how retailers build a sense of urgency and the goals of retailer-specific holidays beyond just sales. Then for "Pop-Up Rankings," we rank the top three examples of effective retail holiday marketing and discuss a miss. Join our analyst Sara Lebow as she hosts analyst Suzy Davidkhanian and Briefings director Jeremy Goldman.

The rapid delivery dream is fading: Gopuff is the latest startup to scale back operations.

Walmart uses EV deal to strike out at Amazon: The big-box retailer’s agreement with Canoo explicitly prevents the automaker from selling to the ecommerce giant.