Retail & Ecommerce

The company wants to grow profits by accelerating branded checkout and operating more efficiently, among other priorities

The deal fits into Barclay’s strategy of diversifying its co-brand portfolio to grow its US credit card business

Growing this partnership should help Marqeta diversify its client base and rely less on Block

Pinterest reaches 518 million MAUs with a 12% YoY increase: Revenues rise by 23% to $740 million, outpacing expectations and highlighting strategic gains.

Over two-thirds (68%) of US adults somewhat or strongly agree that dynamic pricing (the practice of raising prices when demand is high and dropping them when demand is low) is price gouging, per a March 2024 CivicScience survey.

Shein looks to combat Amazon head on: The fast fashion company aims to broaden the scope of its platform by luring companies like Hasbro to sell on its marketplace.

Instagram’s charm offensive for TikTok creators: Its product updates aim to prioritize smaller creators’ content to provide more visibility and bolster discovery.

Peacock to boost streaming prices just before Summer Olympics: Second price rise in two years shows resolve to lift average revenues per user.

Walmart leans on grocery, AI as it tries to keep pace with Amazon: The retailer’s new private label aims to attract wealthier shoppers, while its tech investments will improve efficiency.

Amazon beats estimates as advertising, profitability push delivers results: The retailer’s spring sale and Prime Video ads helped drive a 13% increase in revenues.

In today’s episode, host Bill Fisher is joined by researcher Man-Chung Cheung and analysts Sarah Marzano and Carina Perkins to discuss the in-store retail experience. What’s next for Amazon’s Just Walk Out technology, what lessons can be learned from Asia-Pacific, and how is Tesco helping marketers get in on the in-store act?

Nearly half (49%) of US retailers report using store intelligence technologies (like AI/machine learning, IoT sensors, shelf-edge cameras) have improved price planning, according to a March 2024 report from Coresight Research sponsored by Simbe.

The personal consumption expenditures price index (PCE) rose again in March, increasing 2.7% YoY (including food and energy), according to the US Commerce Department. Because rising prices mean consumers are likely to remain cautious with how they’re spending their money, retailers like Michaels and Giant Food are cutting prices across their stores to help maintain or grow sales.

Retail media has matured greatly since our 5 retail media networks (RMNs) worth watching. That evolution has come from growth in spend (we forecast US omnichannel retail media ad spend growth at 26.0% this year, with larger increases in off-site and connected TV), in-store innovations, and new entrants from other non-retailers.

B2B is the largest segment of US payment volume. We expect US B2B payment value to grow 3.6% annually in 2024, led by ACH and cards.

The battle for shoppers’ grocery budgets intensifies: Several grocers, including Albertsons and Giant, are emphasizing value and overhauling their loyalty programs to protect their share from Aldi and others.

Nordstrom opens its platform to third-party sellers: But while the online marketplace will expand its assortment, it is just one piece of a bigger puzzle.

Quick commerce’s slow death continues with Getir’s international exit: The formerly dominant rapid delivery startup will cease US and European operations due to lackluster demand.

TikTok’s potential ban isn’t putting brands off TikTok Shop: The platform’s sales potential is driving companies like Rare Beauty and Tarte Cosmetics to deepen their investment.

On today's podcast episode, we discuss what happens now that the TikTok ban bill has been signed into law, whether AI is ready to significantly change search, the likelihood that Threads ads will be a hit, what social commerce's ceiling will be, the WNBA and the sports gender pay gap, and more. Tune into the discussion with analysts Jasmine Enberg, Minda Smiley, and Max Willens.