Retail & Ecommerce

Trump’s first days in office exacerbate uncertainty over tariff plans: While Mexico and Canada are firmly in the administration’s sights, other tariffs are up in the air.

Now that Trump is in office again, crypto regulations could boost crypto ownership and payments momentum—slowly

A rewards integration coming later this year could make Synchrony a more attractive co-brand partner

The rule, which regulates payment apps like banks, is already on shaky ground given the CFPB is about to be overhauled under Trump

Some advertisers’ budgets are shifting: Paid media traffic rises for Google and Pinterest after TikTok’s brief shutdown and Meta’s moderation changes.

An increasingly fragmented retail media ecosystem has made it difficult for advertisers to track campaign performance across multiple retail media networks (RMNs), said Liz Roche, vice president of measurement and media at Albertsons Media Collective.

A lot can happen in a week. Rue21’s customer overlap with TikTok Shop could position the brand to benefit from a potential TikTok ban. Meanwhile, Gen Z consumers are increasingly choosing alcohol-free lifestyles, reflecting health-conscious preferences. Cost-consciousness drives brand switching, but convenience remains key in purchase decisions. Here are five stats that caught our eye this week.

Walmart’s brand refresh reflects its retail evolution: Its visual update accompanies initiatives to enhance ecommerce capabilities and lure more affluent and Gen Z shoppers.

Private labels ate into national brands’ share in 2024: That reflects a continued trend as store brand unit sales have risen 2.3% since 2021, while national brands have declined 6.8%.

Sephora’s new Hulu docuseries examines the dynamic interplay between beauty and music: The show is part of a broader strategy to meet consumers wherever they are.

Thailand finds itself in the luxury spotlight as China’s luster fades: The country’s booming luxury travel market and growing number of ultra-wealthy shoppers is heightening the appeal.

The AI agent era is here: Businesses are using AI agents to streamline operations and reduce staffing costs. As adoption rises, balancing efficiency with customer trust will be the real challenge.

Healthy consumer spending and higher interest income drove gains. But consumers’ financial health isn’t on a glide path yet

Partnership negotiations will have to deal with the program’s list of hurdles

Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.

The enforcement action provides closure that could help boost the P2P app’s customer satisfaction in the long run

Best Buy takes another stab at an online marketplace: The consumer electronics giant, which operated a marketplace from 2011 to 2016, aims to align the marketplace’s SKUs with its product mix.

The battle between Walgreens and Cooler Screens underscores in-store retail media challenges: Glitchy technology, measurement challenges, and outdated store infrastructure doomed the partnership.

EV sales set a volume record in Q4: While sales jumped 15.2% YoY, momentum may slow this year if Republicans keep their pledge to repeal or scale back incentives.

The National Retail Federation’s (NRF) Big Show closed earlier this week, bringing together retailers, tech companies, and industry experts to discuss the future of retail. Key takeaways included Gen Z’s influence on shopping, which will last even if TikTok goes away, the accelerating trend cycle, hesitation to adopt new payment technologies, and the transformation of digital grocery. Here are four takeaways from the event.