Retail & Ecommerce

Walmart and Kroger would be hit hard by SNAP benefit cuts: Democratic lawmakers warn Republicans could make steep cuts to food assistance, producing significant challenges for grocers.

Coca-Cola takes on Olipop, Poppi: The company is getting in on the “better for you” trend with Simply Pop, a high-fiber, low-sugar prebiotic soda.

Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.

On today’s special edition podcast, we discuss the evolution of creator content, how content is migrating off social channels, brand partnerships and the implications of AI on content. Join Vice President and Principal Analyst, Jasmine Enberg as she hosts Nicole Weltman, Head of Social from Taco Bell, Bryan Reisberg, Creator, CEO, and Co-Founder of Little Chonk, and Sarah Crockett, Senior Vice President and CMO of DSW. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss how marketers (and consumers) currently feel about brand safety, how publishers are trying to assuage brands’ concerns, and what comes after ‘brand suitability’. Tune in to the conversation with Director of Podcasts and host Marcus Johnson, our Senior Director of Briefings Jeremy Goldman, Vice President Paul Verna, and co-founder and CEO of Mobian Jonah Goodhart. Listen everywhere and watch on YouTube and Spotify.

Retail media will account for about 1 in 5 digital ad dollars this year. That’s about double the share it held in 2020. We expect it to surpass the one-quarter mark by 2028.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, Temu and Shein get a scare, consumers use buy now, pay later (BNPL) apps to discover new products, and Super Bowl viewers don’t really care about ads for AI products or services.

Nearly half of US consumers say AI-generated ads make brands seem fraudulent, yet most will still buy, revealing a gap between skepticism and spending habits.

Adoption will spike by 82.1% from 2024 to 2026—but from a very low base. This translates to only 2.6% of the population using cryptocurrency payments in 2026, affirming its status as a nascent-stage payment option.

Amid real challenges, retailers get a glimmer of good news: Retail sales rose 4.2% YoY in January, and spending at restaurants and bars jumped 5.4% YoY.

Consumer tech spending expected to reach record $537 billion in 2025—unless tariffs get in the way: The need to replace pandemic-era purchases and interest in AI-powered features will spur demand, assuming prices stay steady.

Amazon opens a “parapharmacy” in Milan: The store is part of a broader push into beauty and personal items and marks its latest attempt to crack the brick-and-mortar code.

Travel holds up amid headwinds: Consumers continue to prioritize trips, aiding hotel performance and expansion.

Retailers cut 6,419 jobs in January: That’s up 20% YoY, with more to come as chains like Joann plan to close hundreds of stores.

Online reviews are vital to the shopping experience, but a growing wariness of fake reviews and AI's escalation of the problem has recently spurred governments to act.

Fraud concerns aren’t slowing down the P2P player as its growth outpaces peers

Beauty brands and retailers target Gen Alpha spending as growth slows: Their beauty obsession makes them a natural focus, but companies have to tread carefully.

Unilever’s 30 largest brands grew 5.3% YoY in Q4: That significantly outpaced the company’s overall 4% growth rate, which was just shy of analysts’ expectations.