Retail & Ecommerce

E.l.f. Beauty’s Naturium acquisition will double its share of the fast-growing skincare market: The company is looking to take full advantage of the lipstick effect as shoppers continue to splurge on beauty.

Best Buy believes we’ve hit a low point in tech demand: The combination of inflation and shifting spending patterns has made for a tough environment for the consumer electronics retailer.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how toy brands are using TikTok as a marketing channel for children and adults alike, and how brands are making their toy stores more experiential to drive sales. Then, for "Pop-Up Rankings," we rank toy brands whose creative marketing strategies are making their toys stand out. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

The BNPL firm gave a rosy forecast for its next fiscal year after beating Q4 forecasts—but it’s still falling behind Klarna.

Smart carts enable brands to put their products right in front of shoppers as they move through the store. Digital cooler screens use bright, informative visuals to pique consumer interest. And digital end caps add an element of interactivity to the old-school format. Here’s how retailers can put them to use to up their retail media game.

Membership-based retailers might have an edge in retail media. While most retail media networks tout first-party data and closeness to purchase as benefits of this burgeoning channel, membership stores like Sam’s Club, BJ’s Wholesale Club, and more have rich troves of historical data on its members.

On today’s podcast episode, we take a deeper dive into lesser-known areas of Amazon’s business. First, we examine the initiatives at play for the company's TV and voice businesses. Then, we discuss Amazon's ambitions around “just walk out” and smart payment technology. Tune in to the conversation with our analysts Grace Broadbent, David Morris, and Yory Wurmser.

QSRs see opportunity in late-night dining: Easing labor pressures and growing delivery demand are helping increase visits and sales during off-peak hours.

Strong volume growth and 100 million users prove the BNPL provider’s successful expansion

The partnerships will help grow its volume as it digs it deeper into the $176B rewards industry

Retailers turn to gamification to encourage loyalty, boost sales: Lego, Under Armour, and Hudson’s Bay Company are hoping to keep users engaged and their brands top-of-mind.

Retailers face a tough terrain: We dissect why some retailers appeared immune to Q2’s slowdown in discretionary spending, while others fell flat.

Key stat: US digital commerce platform gross payment value growth will slow down this year, increasing only 9.0% compared with last year’s 25.0%, per our forecast.

Digitally native vertical brands (DNVBs) have a long way to go to catch up to established brands. While established brands will make up $134.55 billion in D2C ecommerce sales in 2023, digitally native brands will make up just $34.84 billion, according to our March 2023 forecast.

Indian startup Zepto bucks rapid grocery skepticism with $200 million funding round: But it’s proving to be an outlier in the quick-commerce space, as Getir and Gopuff both struggle to find a sustainable model.

Target shifts away from a nationwide distribution network: By placing goods closer to customers, the retailer is delivering orders faster and speeding up store replenishment.

Walmart expands drone delivery in Texas: Roughly 60,000 more households will be able to get food, groceries, and medicine delivered by drone.