Retail & Ecommerce

Despite growing demand, the ACH Network may struggle to keep up this momentum as real-time competitors advance

Amazon—the largest driver of spending in this channel—has recently seen modest retail media revenue growth relative to its past performance. As a result, we have revised our retail media forecast down from where it was in H1 2024.

Ecommerce will account for nearly a quarter (24.5%) of US beauty retail sales by 2028, according to our October 2024 forecast.

The Super Bowl is one of the few collective experiences left: That’s why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

As retailers strive to improve in-store experiences and beef up loyalty programs, CVS is testing one stone for those two birds. As part of the recent revamp of its mobile app, CVS is letting loyalty program members use the retailer's app to access locked-up products in select stores.

Partnerships, non-card payments, and value-added services will help offset potential losses from the Capital One-Discover merger

Other airlines like Alaska Airlines have also pushed into the premium space as the cards can bring in higher volume and revenues

While meme coins don’t have a long-term future as a payment method, there is growing momentum for stablecoin crypto payments

Over 20% of U.S. digital buyers (21.7%) will make a purchase off a livestream in 2025, according to an October 2024 EMARKETER forecast.

Q4 household spending surged past expectations: Consumer spending rose 4.2%, marking the first time since late 2021 that growth has exceeded 3% for two consecutive quarters—a strong signal that the economy remains resilient.

Twin Peaks went public as a standalone company: Investors’ response to the sports bar chain could determine whether companies like Panera and Inspire Brands—parent of Dunkin’—IPO this year.

Hy-Vee promotes head of retail media to be CMO: The fast-growing sector is providing a new path to corporate leadership.

Retail crime is out of control, UK retailers say: Their concerns are shared across the pond, as US businesses struggle to stem in-store and online theft.

Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

Horizon Media is hunting for acquisitions: The US agency is targeting companies in the influencer marketing and retail media sectors.

Victoria’s Secret’s rebooted fashion show resonated with Gen Z: That, alongside the company’s efforts to expand and refresh its assortment, resulted in a solid holiday performance.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Brazil’s ad market grew nearly twice as fast as the US last year: Advertisers seek expansion in high-growth LATAM region.

Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl’s are searching for a winning formula to revitalize the struggling department store model.