Retail & Ecommerce

Wayfair’s cost-cutting strategy paid off in Q4: Multiple rounds of layoffs helped the company beat analysts’ bottom-line expectations, but there are obvious limits to that approach.

Nestlé sees opportunity amid weight-loss drug craze: The company is focused on expanding its nutritious offerings as GLP-1 users cut back on junk food.

Disney+ shoppable ads are launching in beta, with a twist: Rather than prompt purchases on-screen, the company is using push notifications and email.

Here are some insights to maximize success on the platform, including how Amazon supports brand and performance goals, how sellers are leveraging AI, and the sweet spot for product volume and price.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what AI can do for retail, who the biggest players are, and if hyperpersonalization is something people even want. Then, for "Pop-Up Rankings," we rank four promising examples of AI in retail. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Carina Perkins.

The company is unable to keep up its pandemic-era growth as POS verticalization ramps up competition

Mounting KYC complaints may damage Block’s reputation—to say nothing of potential legal and financial troubles

If approved by regulators—and that’s a big “if”—this merger could change what large lenders consider possible

The Kroger-Albertsons merger is unlikely to close anytime soon: If the deal doesn’t come to fruition, the two companies will need to figure out another means to build their retail media business.

Temu, Shein, and TikTok Shop are contributing to a major surge in air freight demand: The ecommerce companies are squeezing out other players, leading to higher rates and shrinking capacity.

Amazon prepares to launch a fast-fashion initiative in India: It’s banking on a larger selection of cheap goods to fuel growth as it lags competitors.

Amazon’s website is by far the most visited ecommerce site by unique monthly visitors in the US, per November 2023 Similarweb data.

On this podcast episode, we explore the deployment of AI in payments in 2024. First, we discuss the most impactful use cases for AI in payments, such as fraud detection and prevention, false declines and purchase conversion, B2B payments, enhanced customer service, and digital wallets. In our "For Argument’s Sake" segment, we rank these use cases in order of impact and debate our decisions. Join the conversation with host Rob Rubin, our analyst David Morris, and Angela Murphy, PhD, client partner at Persistent Systems.

A Switch 2 delay and PS5 sales slump: Aging consoles pose a challenge for this year’s holiday sales forecast. But it could also create an opportunity for other gaming formats.

Walmart's Vizio buy signals major push into streaming and advertising: The retail giant is aiming for digital dominance against competitors like Amazon and Roku.

YouTube is trying to close the affiliate marketing gap: TikTok and Instagram far outperform YouTube’s affiliate links. YouTube is trying to remedy the problem.

Home Depot is in a tough spot: As long as interest rates remain high, few consumers are willing to embark on remodels or splurge on big-ticket items.

JD.com looks to expand abroad: It may bid for UK electronics chain Currys as it eyes new paths to growth given the numerous challenges it faces in China.

Walmart’s flywheel is accelerating: Strong ecommerce growth is helping to power the retailer’s market-share gains and its thriving ad business.

Amazon struggles to get on the same page as Gen Z consumers: Nearly half say they’re trying to shop less with the retailer, although Amazon retains a clear edge over other ecommerce players.