Retail & Ecommerce

It faces a mountain of opposition to overcome—all while dealing with rising net charge-offs and other consumer financial health concerns

Demand for this feature may be limited due to cash-flow concerns and overall crypto risks

Best Buy, CNET partner for unique retail media offering: Advertisers will be able to purchase and measure ads across both sites, while CNET content will be featured across Best Buy’s stores, site, and app.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

Shein is under the microscope in the EU: The retailer will face additional scrutiny that could lead to steep fines if it sells “illegal” products.

Most restaurants are unconvinced by virtual brands: But while Chipotle backs away, IHOP sees an opportunity to expand beyond the breakfast business.

Recent data suggests that baby boomers, often stereotyped as technologically challenged, are instead simply selective in the digital media they consume.

The payments giant wants to convert more cash and check payments, ACH and electronic transactions, and global card transactions

The latest move in the neverending swipe fee fight focuses on foreign interference in the US market

It’s faced a rocky start to 2024, but the issuer expects bad debt will turn around in the second half of the year

Prior to TikTok Shop’s launch last September, live shopping platform Whatnot earned nearly 100% of social shopping gross merchandise value in 2023, according to a recent Earnest Analytics report. What’s Whatnot? Whatnot is a livestream marketplace platform, specializing in the sale of collectibles including sports cards, sneakers, comics, and vintage clothing.

Chinese consumers splash out on Hermès, Prada as travel demand recovers: But economic uncertainty is causing aspirational shoppers to pull back, hurting mid-tier brands.

US consumers keep spending: However, slower-than-expected GDP growth and hotter-than-expected inflation make it increasingly likely that borrowing costs will remain high for at least the next few months.

Shoppers are beginning to trade back up to premium CPG brands: While volume growth is recovering at Unilever and Kimberly-Clark, pressure on lower-income consumers is hurting Nestlé and PepsiCo.

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 Arielle Feger and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Apple adjusts Vision Pro expectations after lackluster sales: The device’s expensive price tag is likely to blame—opening an opportunity for Meta to focus on affordability in the AR/VR space.

Hasbro and Mattel reined in costs in Q1: Looking ahead, the toy companies plan to wring more value out of iconic brands such as Dungeons & Dragons, Hot Wheels, and Barbie.

Canadian consumers keep tightening their belts: Retail sales fell 0.1% MoM in February after contracting 0.3% in January.

Saks launches retail media network amid slowing sales: The ecommerce retailer is billing its offering as a unique opportunity to connect with luxury shoppers.

Starbucks resumes talks with union as public opinion forces concessions: But a Supreme Court ruling could shift power in the company’s favor by making it harder to challenge unfair labor practices.