Retail & Ecommerce

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.

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

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

Retail media is going to be digital advertising’s “third big wave,” following search and social as “must-haves” for marketers. But some marketers are struggling with how to implement and optimize, shared Nikhil Lai, senior analyst at Forrester, during an Advertising Week session on Tuesday.

Persistent inflation is weighing on foot traffic: Yet many brands continue to see strong growth thanks to their ability to deliver value and a great customer experience.

It’s investigating whether merchants can still route payments to alternative debit card networks when tokenization comes into play.

Beyond static billboards: Though traditional outdoor signs still account for the majority of spending on out-of-home ads, digital formats are making gains.

Kroger’s acquisition of Albertsons faces an uphill battle: The move would help Kroger scale its business and retail media network, but reduced competition could raise prices for consumers.

We predict consumer spending will remain strong this holiday season with 7.0% growth to $1.297 trillion, though much of the gain will be due to inflation. But competing crosscurrents driving consumer demand will also determine how the season performs. Here’s our take on which factors are most likely to dominate.

JPMorgan, Citi, Wells Fargo, and Bank of America reported double-digit card spending growth but are wary of economic conditions.

DoorDash’s latest ad moves are designed with CPGs in mind: The delivery platform launched several new tools to make it easier for brands to build, manage, and measure campaigns.

Instacart, Uber, and Lyft try to make gig work more appealing: With workers still hard to come by, all three are adjusting pay and emphasizing flexibility to improve recruitment.

Digital coupons present an opportunity for retailers this holiday season: As inflation drives shoppers to look for deals, offering discounts can spur spending and encourage consumers to share data.

Shein embraces resale: But allowing US shoppers to buy and sell previously owned items will do little to counter serious critiques of the company’s labor practices and environmental policies.