Retail & Ecommerce

Although OOH is still primarily a traditional medium, outdoor advertising’s future is digital. US DOOH ad spend will grow by double digits annually through the end of our forecast period in 2027. In the near term, DOOH is overcoming its pandemic slump.

Physical retail must adapt to intensifying competition from ecommerce. Every physical retail incumbent feeling heat from Amazon recognizes the need to better compete with digital’s informational and convenience advantages. But they must do so without losing the experiential edge offered by brick-and-mortar.

Macy’s looks to private labels to boost its bottom line: As consumers pull back on discretionary spending, retailers are turning to private labels to differentiate their merchandise and improve margins.

Newegg is using ChatGPT to generate product review summaries: But the pervasive issue of fake reviews and tech snafus are limiting the feature’s usefulness.

Farfetch is quietly winding down its beauty division: The luxury ecommerce retailer’s big bet on beauty is fizzling out due to stiff competition and shoppers’ preference for physical retail.

China’s sluggish economy is bad news for everyone: While many retailers had been optimistic that a resurgent Chinese economy could offset slowing US growth, that now looks unlikely.

On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

Amazon is scaling back its private-label business: The company is cutting dozens of its brands in what appears to be a concession to the FTC.

Tapestry challenges European luxury dominance with Capri Holdings acquisition: The $8.5 billion purchase will enable the Coach owner to push upmarket and grow its share of global luxury sales.

Walmart is in a good spot right now: The retailer’s share of grocery sales keeps growing, which is providing fuel for it to build upon its retail media business.

US inflation continued its downward trajectory in July: Real wages also rose, giving consumers some much-needed relief, even though price pressures remain acute.

“Shopping apps and marketplaces that specialize in ultralow-cost goods from China are gaining a foothold among US consumers—with broader implications for the future of ecommerce,” our analyst Sky Canaves wrote in our Chinese Ecommerce in the US report. Canaves expanded on what’s driving this retail opportunity for companies like Shein, Temu, and TikTok in the US and how it will impact the US market on a recent “Reimagining Retail” podcast episode.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the opportunity for China-based companies like Shein, Temu, and TikTok in the US, and how they can compete with Amazon. Then for "Red-Hot Retail," our analysts give us some spicy predictions about how fashion retail will change in the US as a direct result of Chinese manufacturers. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and researcher and Asia-Pacific lead Man-Chung Cheung.

PayPal USD could be a market mover and expand stablecoin payments adoption

Rolling out cards in Latin America’s largest ecommerce market can help Amazon capture more volume as it grows its financial solutions

But the metric doesn’t take into account the full picture of consumers’ financial health

LiveRamp broadens Pinterest collaboration: Global advertisers to benefit from enhanced data integration.

The landscape has looked good for retailers this earnings season: But several potential challenges could derail that positive momentum in the months ahead.

Warby Parker and Allbirds are headed in opposite directions: Warby Parker boosted its outlook after reporting another quarter of growing sales and profits, while Allbirds continued to struggle.

Retail media is one of the fastest growing ad channels we track, due in part to the allure of closed-loop attribution powered by retailers’ first-party consumer data. But advertisers are starting to curb their enthusiasm given measurement challenges stemming from the lack of methodological standards across platforms. As it stands, it’s nearly impossible for advertisers to compare platforms against each other, which can lead to misallocation of budgets.