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.
The rollout will help it keep up with Klarna, but well-established competitors in the market could limit its growth
The company faces higher losses from the BaaS crackdown and changing dynamics with its fintech partners
Payment players clearly believe in the long-term success of crypto payments despite limited adoption
Retailers face more potential supply-chain shocks as Canadian dockworkers go on strike: That’s in addition to the still unresolved tensions between the International Longshoremen’s Association and East and Gulf Coast ports.
On today's podcast episode, we discuss what will happen if either Donald Trump or Kamala Harris win the US election and how that will affect inflation, high growth digital advertising channels, and regulatory priorities. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Zak Stambor.
The phrase “retail apocalypse” once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the EMARKETER Summit on November 1.
Retailers tour college campuses: Brands ranging from Ikea to Rent the Runway are using the events to build awareness and connect with consumers.
Commerce media is becoming more competitive as retailers and non-retailers continue to build out their networks and advertisers prioritize measurement for proven results. Looking ahead to 2025, cross-industry partnerships will grow and in-store media will enable retailers to merge online behaviors with in-person shopping.