Amazon isn’t taking its Q2 miss lightly: The retailer aggressively pushes to drive growth by partnering with TikTok and Pinterest, testing a speedy delivery service, and courting Chinese sellers.
E.l.f. Beauty’s win streak continues as Gen Zers stock up on dupes: The company gained share for the 22nd-straight quarter, and outperformed its peers thanks to its strategic decision to stay away from China.
Demand for luxury goods softens: Capri and Ralph Lauren are the latest brands to point to US consumers pulling back.
Inflation ticked up in China in July: But the increase was largely due to one-off factors like bad weather, which pushed up food prices, while consumer demand remains severely constrained.
Lowe’s looks to expand the reach of its retail media network: The home improvement retailer rebranded the service Lowe’s Media Network and plans to launch four new channels this year.
Retailers with ties to China, like Temu and TikTok Shop, have gained popularity in the US. Now, a wave of Japanese-based retailers and retail concepts has come to the US, signaling a potential shift for the retail landscape.
A deluge of data has been fodder for all sorts of narratives about consumer financial health. We break down what’s really going on
While there are still cost and privacy hurdles to overcome, online biometric checkout bodes well for in-store adoption
But as it gets closer to a rollout, it will face its biggest hurdle—getting consumers to use it
Under Armour sees a brighter road ahead: While the company’s sales continue to fall, it is confidently embarking on a strategy of positioning itself as a premium brand.
US travel demand weakens as lower-income consumers pull back: Airbnb, Disney, and Hilton are among the companies expecting headwinds as uncertainty keeps more people rooted in place.
On today's podcast episode, we discuss standout data points from this year’s back-to-school season, creators' role in this shopping period, and what back-to-school is trying to tell us about this year's upcoming holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.
Walmart’s total US retail sales reached $533.96 billion in 2023, growing 6.9% YoY, according to the National Retail Federation and Kantar.
As consumers become increasingly cost-cautious, competition for dollars is fierce. Halloween costumes, decor, and party supplies may not be a top shopping priority, but specialty retailers such as Spirit Halloween still find a way to engage consumers and attract their dollars.
Instacart makes long-term bets on retail media: We expect the company’s advertising business to grow 16.1% this year and to continue expanding as it diversifies its offerings.
The RealReal’s revenues rose 11%: The luxury secondhand marketplace is on much firmer ground than ThredUp, which is exiting Europe and exploring strategic alternatives for Remix.
Shopify is bullish as merchant acquisition accelerates: The company credited its strong Q2 performance to more enterprise clients, strength in Europe, and offline growth.
Prestige beauty outperformed mass brands in the first half of the year: While consumers are happy to pay more for premium products, the category is not immune to economic uncertainty.
European etailer Zalando’s Q2 earnings surge: The business broke a streak of flat quarters thanks to faster delivery times, a more relevant product assortment, and a focus on quality.
Secured cards haven’t always had robust rewards offerings. That’s starting to change as issuers try to capture viable credit invisibles