Retail & Ecommerce

Shein’s sales and profits soared in 2023: The fast-fashion retailer’s popularity among eco-conscious shoppers helped it surpass H&M and Inditex.

These rewards set the card apart from other flat-rate cards, but its redemption options and limited user base may inhibit growth

Consumers can turn off verification for certain purchases to ramp up the wallet’s convenience

The tools should help save Visa from growing card payment fraud losses and maintain its competitiveness with Mastercard

Yesterday, The Home Depot hosted its first in-person retail media marketing summit, InFronts, where it introduced its revamped retail media network, Orange Apron Media. In addition to the new name, the retail media network will expand its services to include a unified on-site/off-site platform, a data clean room solution, and new media partners.

Consumers and marketers embrace genAI: Study finds 52% of Americans using genAI expect personalized services in shopping and travel. Marketers see potential in transforming customer experiences.

Home Depot tries to set itself apart in the crowded retail media landscape: The retailer hopes its rebranded offering, coupled with new capabilities and a partnership with Univision, will win over advertisers.

Social shopping skepticism: Despite Meta and TikTok’s best efforts, many prefer to focus on the "social" and the "media" instead.

Shein and Temu aren’t the only companies taking advantage of the US’ tax loopholes: More sellers are sending goods to Mexico or Canada to evade import duties.

Alibaba pushes back as domestic rivals gain share: The ecommerce giant is spending billions to protect its business at home and deepen overseas expansion.

Patients are less eager to share their health data now: Many don’t even want their doctors to have access. We explore how healthcare providers, marketers, and others can re-establish trust with consumers.

Wegovy coverage expands: Several health insurers will begin covering the weight loss injection for people who have heart disease. We think this will add pressure on manufacturers of the drug to cut costs.

Here’s what a TikTok-less America would look like for marketers, users, and creators, based on our latest forecasts.

Over three-quarters of retailers are concerned about staffing: And 29% say they’re short-staffed. The challenges are particularly pronounced among mass merchants like Target and Walmart.

Home Depot goes after Pro dollars with $18.25 billion SRS Distribution buy: The home improvement retailer is aggressively courting professionals as DIY demand falters.

Kroger will close three ecommerce fulfillment centers amid profitability focus: Underperformance led the grocer to pull back on grocery delivery in Florida and Texas.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer’s growing clout. It’s set to overtake Walmart as the US’ top beauty retailer by 2025.

On today’s podcast episode, host Bill Fisher is joined by our analysts Paul Briggs, Evelyn Mitchell-Wolf, and Carina Perkins to discuss the implications of new digital legislations that recently came into force in the EU. Could they be a template for tighter digital laws elsewhere in the world?

We look at how issuers and networks could compensate for the multibillion-dollar revenue shortfall