Retail & Ecommerce

Retail media was the fastest-growing ad channel we tracked in the US in 2024. While that growth will slow slightly (from 20.4% to 20.2%) in 2025, it’s still primed for innovation—and challenges. Here’s what our analysts and podcast guests had to say about retail media, with insights into what it means for 2025.

UK retail footfall declined in November as shoppers waited for Black Friday deals: Poor weather and subdued confidence also weighed on traffic, souring retailers’ holiday prospects.

Amazon’s shoppable video ads faced first big test: Marketers watched their performance over the holiday weekend to mull bigger commitments.

India will be a focus market for fashion brands in 2025: They’re counting on the country’s growing affluent population to offset weakness in China.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.

Cyber Monday will generate $13.93 billion in US ecommerce sales this year, the highest of any Cyber Five day, according to a July 2024 EMARKETER forecast.

Kohl’s is in trouble: The struggling department store hopes a new CEO will rescue it from a series of missteps that weighed heavily on its Q3 performance.

In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs. Here’s how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.

Despite Google Wallet and Apple Wallet’s investments in travel and ID features, adoption has been tepid

They’re still well below the overall average but could impede the already sluggish credit card recovery.

Walmart Connect attracts marketers, gaining ground over Amazon: Digiday data shows that marketers are enticed by Walmart’s growth and unique ad space.

Offering a seamless returns process can help merchants win repeat shoppers.

Temu and Shein’s ad bidding war drove spending away from search: CPCs spiked after the two retailers claimed in-demand search ad space.

Social media's new battleground: Messaging apps innovate with features like location-sharing and group chats to capture younger audiences.

TikTok Shop gears up for busy holiday season in the US, UK: The platform expects hefty ecommerce and ad growth this year as shoppers get used to transacting on the app

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. 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 Vice President of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Cybersecurity is a major issue for retailers this holiday season: A surge of transactions combined with over-extended, undertrained employees creates opportunities for fraudsters.

Although the Cyber Five will hit record ecommerce sales in the US this year at $41.43 billion, the retail event’s share of total retail ecommerce holiday season sales will continue to shrink, per our July 2024 forecast.

As the US population diversifies, retailers like Kroger and Save A Lot are opening new stores catering to Hispanic and Asian consumers for a more personalized and engaging shopping experience.

The average age of new mothers was 27.4 in 2022, meaning they are digitally native, per the CDC. They are more familiar with the internet and digital devices than previous generations. They’ve embraced these tools to help navigate motherhood.