Retail & Ecommerce

H&M is in a tough spot: The fast-fashion retailer’s sales are weakening, even as competitors Zara and Shein soar.

UPS sees significant challenges ahead: After reporting a 9.3% decline in annual sales in 2023, the company expects sales to rise as little as 1.1% this year.

On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 social trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss search becoming the next battleground for social commerce and why LinkedIn is about to get its day in the sun. Tune in to the discussion with our analysts Jasmine Enberg and Minda Smiley.

US consumers will spend $25.8 billion to celebrate Valentine’s Day: That’s down slightly from last year, as spending per household is expected to decline 3.6%.

It’s hard to deny social media’s influence on how consumers discover and even sometimes purchase products. But there are other platforms out there besides Instagram and TikTok that can help brands engage with consumers, especially when it comes to fashion.

TikTok is intent on growing livestream sales: The platform plans to open live studios and is testing ways to make all content shoppable, even as retailers shift focus to shoppable TV.

On today’s podcast episode, host Bill Fisher and our analysts Paul Briggs, Matteo Ceurvels, and Man-Chung Cheung each pitch their most dramatic predictions in their coverage regions for 2024, in hopes of securing "investment" from the other sharks. Can you be convinced to "invest" in their 2024 predictions?

Physical retail sales will grow 2.0% this year: But the value of brick-and-mortar storefronts extends far beyond direct sales, which is why retailers keep opening more stores.

UK consumer confidence is up, as is their disposable income: While that bodes well for retailers, they aren’t out of the woods yet.

The rollout includes AI-powered product recommendations and a one-click checkout experience. But in the fast-moving industry, these features could soon become commonplace among the major wallets

The company saw strong card spend in FY 2024 Q1, and its performance was also propped up by its diversification into value-added services

Delinquency rates are growing alongside consumer spending, but a peak in its growth may be in the near future

Retail media ad spend will make up over one-fifth of total US ad spending by 2027, per our forecast.

Last week, Target announced it was adding 1,000 new wellness-related products, some of which are priced at just $1.99.The retailer also launched an “online wellness destination” that consumers can visit for product recommendations, deals, meal inspirations, and wellness tips and tricks.

Amazon Prime Video ads launched today, defaulting Amazon’s 163.3 million US viewers into its ad-supported tier unless they pay a premium to opt out. This is good news for Amazon’s $44.26 billion dollar retail US media business. But who could this move hurt?

Flexport cuts 20% of staff despite cash infusion from Shopify: The logistics startup is under pressure to become profitable amid softening demand and growing competition from Amazon.

On today's podcast episode, we discuss how Walmart plans to use AI to enhance the customer shopping experience, Instacart pushing smart carts into in-store retail media, why consumers are dissatisfied with their in-store shopping experience, how best to reduce clothing returns, the rise—and potential fall—of the Marvel Cinematic Universe, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

The subscription service model is growing in popularity across the payments industry as it provides payment transparency for consumers and a steady stream of revenues for providers

Usage of biometric technology in payments is growing, as Mastercard recently announced its own authentication service as well

Payments funding is off to a strong start in 2024 after a couple of rough years