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Retail & Ecommerce

Chick-fil-A risks angering customers by devaluing loyalty program: While Chick-fil-A will require customers to spend more to qualify for perks, Subway leans into value with its Footlong Pass.

After two years of outsized growth, ecommerce returns dipped by 2.5% year over year per our estimates, and we now expect ecommerce return rates to approach pre-pandemic levels by 2026

On today's episode, we discuss Snapchat's new AI chatbot, Meta's generative AI plans, and what's new about GPT-4. "In Other News," we talk about whether VR influencers can save the metaverse and how drone delivery company Wing is looking to make last-mile delivery more efficient. Tune in to the discussion with our analysts Jacob Bourne and Jasmine Enberg.

Retail theft is on the rise: Macy’s, Ulta, TJX, and Five Below are among the retailers that have recently warned about shrink eating into their margins.

Discount stores are on an expansion tear: Amid growing sales, Dollar General, Five Below, and Dollar Tree plan to open more stores this year.

Which networks should brands be paying attention to as they refine their retail media strategy? From the king of them all to the ones that are just catching up, here are five retail media networks to keep an eye on this year.

Its valuation took another big dip, but the raise could encourage other cash-hungry fintechs. Stripe’s OpenAI tie-in can open doors for both firms.

It will use Mastercard Send so customers in Australia and Hong Kong can send payments to more than 1.5 billion Mastercard cards.

On today's episode, we discuss how close consumers are to reaching their breaking point, what consumers actually want from companies when shopping online, whether same-day delivery is fast enough, why ads are starting to depict women in domestic roles more frequently again, Subway's plans for an electric car charging "oasis," facts about weddings today, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Evelyn Mitchell.

Despite the word “recession” hanging in the air, US retailers had an okay Q4 in 2022. But some recurring themes persisted: Shoppers pulled back on discretionary spending, opted against home renovations, and generally avoided high prices. Here’s a look at how those trends affected earnings.

The gap between H&M and Inditex is getting wider: While Inditex records record profits, H&M veers toward a Q1 operating loss. (This article was written with the assistance of ChatGPT.)

Wix’s merchants can benefit from stronger fraud detection capabilities as card-not-present fraud risks increase.

Retail sales rose 6.4% in the first two months of 2023: While growth slowed in February, consumers continued to spend.

By 2026, US spending on ecommerce channel ads—a large subset of retail media—will be more than triple its 2020 level, per our forecast. Within the ecommerce channel, both search and display advertising are growing rapidly.

In-store pickup will emerge as the clear preference for US click-and-collect buyers.

Startups have had issues with payment processing and access to capital. Many crypto investors also swapped their USDC holdings for Tether. 

US click-and-collect sales growth will slow slightly over the course of the next few years, per our forecast, as adoption levels off after an acceleration in 2020. Still, sales will increase by double-digit percentages both this year and next and reach $131.66 billion by 2026.

Slowing but persistent inflation continues to strain US consumers’ buying power: Real wages fell in February as prices for groceries, recreation, and airfare continued to rise.

An emerging tension between retailer ads and customer experience (CX) is brewing as consumers grow more attuned to high ad loads online and in stores. Retailers’ core competency of delivering exceptional CX is now being pitted against their own retail media networks’ desire to expand their digital advertising surface area to capture high-margin revenues.

Asos is working with Criteo to expand its retail media business: The retailer hopes that retail media revenues can help it navigate the challenging economic environment.