Retail & Ecommerce

China’s digital ad sector grows 12.1% in 2024: Economic slowdown shifts ad dominance to platforms like Tencent and Pinduoduo.

President-elect Donald Trump’s proposed 10% to 20% tariffs could cause double-digit price hikes across six retail categories, according to the National Retail Federation (NRF) analysis from November 2024.

Steep discounts drove shoppers to spend on Cyber Monday: The Monday after Thanksgiving is poised to be the biggest online shopping day in US history.

Carriers keep hiking up shipping costs: Rates are up nearly 26% since 2021, and that’s before factoring in holiday surcharges that will further eat into retailers’ margins.

Consumers are shopping online more for health and wellness: We explore which health product categories US consumers are flocking to online and examine how in-store retailers can respond.

Walmart’s advertising business gets a boost: The retailer closed its Vizio acquisition, giving it inroads into the lucrative CTV market.

Amazon, Target, and malls were among this year’s Cyber Five winners: Roughly 197 million people shopped this year’s sales, leading to a surge in online and in-store spending.

Shein and Temu delivery providers face barrage of lawsuits regarding labor practices: Several have been accused of underpaying workers, misclassifying them as independent contractors, and failing to provide overtime.

The company used its two-sided network to capitalize on the holiday weekend

But the payment method’s volume grew slower than overall retail sales, suggesting providers need to do more to amp up growth

The buy button has been on a growth tear since Shopify opened it up to enterprise customers outside of its ecosystem

Even an influx of new retail media networks (RMNs) will not chip away at the share of ad spending allocated to the top two powerhouses.

Retail media was the fastest-growing ad channel we tracked in the US in 2024. While that growth will slow slightly (from 20.4% to 20.2%) in 2025, it’s still primed for innovation—and challenges. Here’s what our analysts and podcast guests had to say about retail media, with insights into what it means for 2025.

UK retail footfall declined in November as shoppers waited for Black Friday deals: Poor weather and subdued confidence also weighed on traffic, souring retailers’ holiday prospects.

India will be a focus market for fashion brands in 2025: They’re counting on the country’s growing affluent population to offset weakness in China.

Amazon’s shoppable video ads faced first big test: Marketers watched their performance over the holiday weekend to mull bigger commitments.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Cybersecurity is a major issue for retailers this holiday season: A surge of transactions combined with over-extended, undertrained employees creates opportunities for fraudsters.

Temu and Shein’s ad bidding war drove spending away from search: CPCs spiked after the two retailers claimed in-demand search ad space.