TikTok Shop gears up for busy holiday season in the US, UK: The platform expects hefty ecommerce and ad growth this year as shoppers get used to transacting on the app
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Cybersecurity is a major issue for retailers this holiday season: A surge of transactions combined with over-extended, undertrained employees creates opportunities for fraudsters.
Although the Cyber Five will hit record ecommerce sales in the US this year at $41.43 billion, the retail event’s share of total retail ecommerce holiday season sales will continue to shrink, per our July 2024 forecast.
As the US population diversifies, retailers like Kroger and Save A Lot are opening new stores catering to Hispanic and Asian consumers for a more personalized and engaging shopping experience.
The average age of new mothers was 27.4 in 2022, meaning they are digitally native, per the CDC. They are more familiar with the internet and digital devices than previous generations. They’ve embraced these tools to help navigate motherhood.
While it still faces hurdles, the company’s finances have improved markedly—setting it up for a strong IPO in 2025
The point-of-sale installment offering will face adoption hurdles given growing competition in the country
The mobile wallet’s scaled-back rollout has been slow. But wero should be able to overcome that thanks to its transformative nature
It’s a divergent retail environment: While Dick’s Sporting Goods and Abercrombie & Fitch expect shoppers to spend freely this holiday season, Best Buy’s sales were softer than expected.
Trump risks trade war with planned 25% tariffs on imports from Mexico and Canada: Besides triggering retaliatory policies, the move would also lead to higher grocery, energy, and auto prices.
Trump’s tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.
Understanding the nuances of how and where Latin America’s 293.2 million digital buyers spend their money online is key for brands and retailers to succeed in the world’s second-fastest-growing region for ecommerce.
NBCU will have to pay extra to keep the Macy’s parade: The retailer wants $60 million for a new Thanksgiving Day broadcast contract.
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Off-price retailers pushed past weather-related headwinds in Q3: Shoppers’ sharp focus on value helped Burlington, Ross, and Nordstrom Rack deliver solid results in Q3.
Loyalty membership is up in the US as consumers seek personalized deals and discounts.
Walmart and Target reported their Q3 earnings last week. Despite varying retail success, both reported strong growth in their retail media networks—Walmart Connect’s US business grew 26% while Roundel’s growth was in the mid-teens, per CEO Brian Cornell.
Brands can’t afford to take their value-based propositions lightly: Roughly 2 in 3 consumers have stopped or reduced purchasing from brands that conflict with their values.
Retailers, streamers embrace shoppable TV ads to shorten the path to purchase: WBD, Amazon, Kroger, and The CW Network are relying on the format to drive product discovery and sales.