Square Loans, Cash App Borrow, and Afterpay were all bright spots that should yield longer-term growth
The tech will make it easier for consumers to choose how they pay— boosting the card’s already strong growth
Alibaba and JD.com tout Singles Day successes, but the data is murky: While transactions rose 27% YoY, the sale was 10 days longer than last year, making it an uncertain gauge of consumer sentiment.
On today’s podcast episode, we discuss what the arrival of SearchGPT means for the search universe, the best ways to market through emotion, what the November holiday shopping season storyline will be, what happens now we have reached “peak media”, the most suitable post-pandemic work arrangement, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Senior Analyst Blake Droesch.
Only 23% of younger shoppers plan to spend less this holiday season: That’s down from 31% last year as Gen Zers and millennials are eager to pull out their wallets.
Commerce media networks are expanding beyond retail into new verticals like travel and financial services, creating opportunities for targeted advertising using first-party purchase data. The key to growth will be achieving a delicate balance, and engaging—rather than alienating—consumers.
Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.
Under Armour’s turnaround gained momentum: But the company’s sales still fell 10% on a currency-neutral basis—a marked contrast with Puma, which reported a 5% jump in revenues.
Firms must plan for regulatory changes across areas like BNPL, open banking, crypto, and credit cards
The inquiry could lead to yet another antitrust case against the payment networks
The capability should help boost Pix’s in-store volume, serving as a roadmap for the US’s FedNow to boost retail adoption
US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That’s good news for e.l.f. Beauty but an added struggle for Coty and Estée Lauder, for which China remains a hurdle.
Ralph Lauren and Tapestry sidestep luxury slowdown: The two companies beat expectations thanks to brand elevation efforts that resulted in higher AUR.
On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.
Revolve continues upward trajectory: The fashion ecomm beat Q3 expectations, attributing its success to AI, influencer marketing, and strong international sales growth.
46.6% of US internet users are also Amazon Prime members, nearly two times as many as Costco (25.1%), the No. 2 biggest retail membership , according to data from Comscore.
Walmart imported fewer goods this holiday season: While that could be a sign that it expects tepid sales, it also reflects the retailer’s growing reliance on third-party marketplace sellers to broaden its product assortment.
Trump’s tariff proposals will eat into consumers’ discretionary spend: The price of goods such as shoes, toasters, and mattress and box springs will soar under the across-the-board tariff plan.
Uniqlo, Ikea join luxury companies’ real estate spending spree: The two retailers snapped up prime space on Fifth Avenue to lock in their spots in a busy retail corridor.
Walmart tests a new locking system to combat retail theft: The retailer needs to ensure its solution isn’t worse than the problem itself.