Retail & Ecommerce

The rumors of rapid grocery’s demise are exaggerated—but not by much: While startups struggle to make the model profitable, Uber Eats and DoorDash see an opportunity.

Instacart puts its IPO plans on ice: With Wall Street looking for safe bets and consumers adjusting their shopping habits, there’s little appetite for an Instacart IPO right now.

Ecommerce exploded at the onset of the pandemic. Two and a half years later, people have returned to stores, but ecommerce adoption remains high. Retailers are once again asking: What is the future of stores? Here are four red-hot predictions.

Don’t be fooled by strong airline earnings: Travel interest is on the decline, which will contribute to lower ad spend from airlines at the end of the year.

Uber Eats and Circle K bring marijuana sales into the mainstream: Both companies are lowering the barrier to purchases, but rising inflation could temper customer enthusiasm.

Visa brought its BNPL solution to more Canadian retailers and expanded Visa Direct through a partnership with Thunes.

Over the last couple of years, TikTok has transformed from an app where teens post dance routines to a bona fide social giant, competing with the likes of Facebook and Instagram. And as the platform grows, so does the opportunity for marketers to advertise and sell on it.

Walmart+ members score early access to holiday deals: The benefit is just one piece of the Walmart’s efforts to increase its membership numbers.

Economic uncertainty puts pressure on meal kit companies: HelloFresh and Blue Apron are cutting costs and looking for new revenue opportunities as demand softens

Roe's reversal has had a huge impact on the ad world: The Supreme Court’s decision has eroded trust in brands and kickstarted regulator crackdowns on advertising.

On today's episode, we discuss whether Americans are becoming more price-sensitive, how Amazon's second Prime Day went, whether augmented reality is about more than having fun, what to expect from Netflix's "immersive" shopping experience, how delivery robots are kind of already here, an explanation of the holiday shopping trends we are paying the most attention to, where the song “Take Me Out to the Ball Game” came from, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Suzy Davidkhanian.

About a third of US adults said they will definitely travel this holiday season, and another quarter said it’s likely.