Retail & Ecommerce

With businesses closed during lockdowns, the growth of online shopping accelerated so quickly that sales numbers have reached heights that we didn’t anticipate until 2022. Among those who already shop online, the pandemic has also sped up the adoption of alternative shopping behaviors, such as social commerce.

Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman, and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the overachieving retailers of Q3—Peloton, Etsy, and Wayfair. They then talk about the EU's antitrust charges filed against Amazon, VF Corp.'s acquisition of Supreme, and Verishop launching a social network within its app.

Walmart has reported a significant uptick in digital sales over the past six months, and it has likely won business from Amazon as the pandemic affected logistics.

Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss how Amazon tripled its revenues during an economic recession. They then talk about how Pinterest posted such strong Q3 growth, Walmart converting some stores into ecommerce labs, and Under Armour selling its smartphone app MyFitnessPal.

Digital retail will have a huge impact on UK shopper trends in the coming holiday season. This year, ecommerce will account for nearly a third of all holiday spending, its largest share to date. Brick-and- mortar shopping, meanwhile, remains on the precipice.

More than a year since launch, Verishop has made strides in the marketplace landscape. In addition to boosting discoverability efforts and continuing to work with direct-to-consumer (D2C) brands, the company is also dipping its toes in the social commerce arena.

China’s Singles’ Day is no longer just a discount shopping event, as participating digital giants are now leveraging livestreams, new product launches, and novel technologies to enhance customer engagement and the buying experience.

eMarketer principal analysts Mark Dolliver, Nicole Perrin, and Yory Wurmser join vice president of content studio at Insider Intelligence Paul Verna to discuss what a revised Section 230 might look like, the pivot to localized and loyalty-based marketing next year, re-reclassifying Uber and Lyft drivers in California, the changing tides of media ad spending, AMC Theatres being close to the edge, how an apple and an onion can taste the same, and more.

Parker Burgess, head of client strategy and insights at eBay Ads, talks with Rimma Kats, executive editor at eMarketer, about the importance of leveraging first-party shopper data to optimize advertising campaigns and increase ROI.

The UK is something of a global leader when it comes to retail ecommerce. As a proportion of total retail sales, only China will trump the UK in ecommerce sales penetration this year (41.2% versus 30.9%, respectively). The UK’s fulfillment and delivery infrastructure is, as one would expect, quite mature.

Early in the pandemic, most consumers went through a panic-buying period—stocking up on essential goods like toilet paper—as uncertainty over lockdown restrictions loomed.

Heather Freeland, vice president of marketing at Lyft, speaks with eMarketer vice president of business development Marissa Coslov on how the brand has pivoted its marketing priorities in response to shifting consumer behaviors, including partnering with Grubhub and offering free rides to the polls on election day.

eMarketer senior analyst Bill Fisher hosts senior forecasting analyst Cindy Liu, research analyst Man-Chung Cheung, researcher Xiaodi Xu, and research analyst at Insider Intelligence Matteo Ceurvels to discuss holiday shopping around the world. They talk about the origins of Thanksgiving weekend shopping, why China's Singles' Day is the largest shopping holiday in the world, and how the Buen Fin in Mexico is adapting in 2020.

Home improvement retailer The Home Depot is continuing to build on its loyalty program to create more personalized in-store and online experiences.