Retail & Ecommerce

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.

Food delivery platforms are in expansion mode: DoorDash, Uber, Instacart, and Wonder are turning to acquisitions and new markets to maintain their momentum.

This launch could revolutionize PayPal’s in-store ambitions—and provide real competition for Apple Pay

But its megadeal with Worldpay and FIS will transform its business and expand its revenue opportunities

The agency wants to rework the rules to address banks' concerns. We look at what it would mean for open banking adoption in the US.

US consumers will spend $3.2 billion on flowers this Mother’s Day: While NRF’s forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

Hugo Boss is adjusting to the macro landscape on the fly: The German fashion house is rerouting China-made goods to other markets and stockpiling in the US to blunt the impact of tariffs.

As tariffs put pressure on retail media budgets, advertisers are, in turn, pressuring retail media networks (RMNs) for more sophisticated measurement tools that provide them with richer data across the entire funnel.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered “Buy For Me” feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

Skechers goes private in challenging time for footwear industry: The $9.4 billion deal will give the company breathing room to navigate punishingly high tariffs.

Trump administration’s student loan crackdown couldn’t come at a worse time: Wage garnishment and loan defaults could reduce annual consumer spending by $63 billion, pressuring the strained US economy.

The growing trade war could dim America’s birthday and beyond: With flags and fireworks largely produced in China, July Fourth may be quieter—and holiday gifts scarcer.

Toys are among the first cuts when consumers feel squeezed: Coupled with shifting tariff policies, that puts Mattel in a tough spot.

Retail foot traffic fractures: Industry KPI data shows grocers and value merchants are outperforming department stores and home improvement chains.

71% of consumers worldwide are interested in AI agents that can answer questions for faster customer service, according to December 2024 data from Salesforce.