Retail & Ecommerce

Macroeconomic uncertainty and an overreliance on Cash App led the company to slash its full-year guidance

Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.

In retail, digital twins are virtual replicas of real-world products, stores, or processes, helping retailers model everything from supply chains to store layouts. Digital twins may play an even bigger role in retail now that retailers must navigate the uncertainty around tariffs. Here are four ways they can help retailers prepare and respond.

Microsoft moves to kill the password for good: New accounts skip passwords entirely, and users can delete old ones—part of a bigger push to make passkeys the new normal.

Consumers stick with Instacart amid uncertainty: The delivery platform’s orders jumped 14% in Q1 thanks to its Uber partnership and a lower minimum for Instacart+ members.

The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn’t clear that shoppers will follow.

Private label sales growth outpaced national brands last year: Consumers' growing appetite for value is driving grocers to elevate their brands to compete against established names.

Epic Games forced Apple to unwind App Store rules, setting a precedent that weakens Apple’s payment monopoly and threatens its fastest-growing services revenue stream.

Whether brands are aligning their product with comfort food, launching fragrances, or prioritizing scent in their retail spaces, marketers are embracing multisensory experiences as another way to stand out in the digital noise.

A flurry of interest and an unexpected announcement from PayPal show where banks see the biggest value of their own stablecoins.

The tech is dominating recent headlines as retailer and consumer interest explodes

So far, neither network has seen signs of a consumer spending slowdown despite plummeting consumer sentiment

Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald’s, which reported its US same-store sales fell 3.6%.

Kohl’s fires its CEO for cause: The move leaves the struggling department store without a clear strategic direction at a challenging time for all retailers.

Wayfair’s US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

Shoppers’ snack budgets are shrinking due to economic uncertainty: With little relief in sight, Mondelez, Kellanova, and Hershey’s are bracing for impact

Amazon’s earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of April. 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 Analysts Arielle Feger and Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Brands redefine customer acquisition through tech partnerships: Retailers tap nontraditional channels to connect with new audiences in a challenging economy