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.
Retail media is now being adapted by companies in other verticals: Financial services and travel companies are among those launching commerce media networks in a bid to monetize their first-party data.
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.
ByteDance’s non-China revenues grow 60%: TikTok’s ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.
TikTok Shop is entering its second holiday season, when it will rely on big brands and livestream commerce to maintain the momentum it's gathered since launching a little over a year ago.
Franchise Group is the latest retailer to file for bankruptcy: The parent company of banners that include Pet Supplies Plus and The Vitamin Shoppe plans to shutter its American Freight brand.
The UK budget will eat into retailers’ bottom lines: Primark owner Associated British Foods expects its national insurance bill to rise by “tens of millions” of pounds.