US retail sales will hit $7.334 trillion this year, according to our forecast, a growth of 3.3% YoY. “Where we’re headed is something of a new normal of slower growth,” said our analyst Zak Stambor.
Article
| Apr 13, 2023
Target offers a year-long return policy for its private labels: That’s a very different approach from most retailers, which have made steps to clamp down on returns.
Article
| May 25, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we invent a new sport called the "National Retailers League," where we look at how retailers stack up against each other across different areas. Then, we examine the battle between the top 15 retailers for online dollars and hand out some awards based on fulfillment experience, the best mobile app, and internet innovation. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Blake Droesch.
Audio
| May 23, 2023
Retail media provides a significant boost to Instacart’s bottom line: The company’s advertising business reportedly grew 30% last year to $740 million.
Article
| May 18, 2023
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| May 23, 2023
Source: Handelsverband Deutschland (HDE); IFH Köln
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| May 23, 2023
Source: Handelsverband Deutschland (HDE); IFH Köln
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| May 23, 2023
Source: Handelsverband Deutschland (HDE); IFH Köln
Chart
| May 23, 2023
Source: Handelsverband Deutschland (HDE); IFH Köln
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how many Americans have a mobile wallet, which ones are most popular, and what's happening with retailers' branded wallets. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of mobile wallets. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Jaime Toplin.
Audio
| May 16, 2023
The surge in consumer time and money spent online because of the pandemic led to a significant boom in the affiliate marketing ecosystem.
Article
| Sep 15, 2022
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| Aug 15, 2023
Source: Magazine Luiza
Google turns to generative AI to give shoppers a helping hand: The search engine aims to simplify consumers’ purchase decisions by arming consumers with more information.
Article
| May 11, 2023
DNVB companies have multiple paths for growth: Warby Parker’s sales rise 12% in Q1 thanks in part to the company’s growing physical presence, while Allbirds’ turnaround focuses on differentiating its brand.
Article
| May 10, 2023
Amazon is doing everything it can to keep growing: The retailer has a dizzying array of initiatives in the pipeline, from in-game merchandise shops to generative AI advertising tools to incentives for shoppers to retrieve orders in person.
Article
| May 9, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how Nike was able to create such a strong brand, how that brand has transcended generations, and how close its competitors are to catching up. Then in a brand-new segment, "Loyalty Point, Counter Point," we present arguments both in favor and against various questions related to Nike, like can it remain the need-to-have running shoe and has the company alienated its core customer? Join our analyst Sara Lebow as she hosts analyst Sky Canaves and director of Briefings Jeremy Goldman.
Audio
| May 9, 2023
Revolut is using Stripe’s infrastructure for payment processing in the UK and Europe and to support global expansion.
Article
| Jul 7, 2022
D2C brands facing the declining effectiveness of search and social ads must use new strategies outside of the traditional D2C growth playbook.
Article
| May 8, 2023
The Container Store embraces resale: Its partnership with thredUP will allow shoppers to resell gently worn items for shopping credit at The Container Store.
Article
| May 2, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why retailers should be paying attention to generative AI and how brands and retailers can prepare for it. Then for "Pop-Up Rankings," we rank the top four most interesting examples of how retail is using generative AI. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Yory Wurmser.
Audio
| May 2, 2023
The US online resale market is back on the rise this year, following a 6.6% decrease in 2022, according to our forecast. The trend shows no signs of slowing down over the next few years, with ecommerce resale volume surpassing $100 billion in 2026.
Article
| May 1, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss whether ecommerce actually accelerated 10 years in 10 weeks, what is happening by category, and the ceiling for the share of things Americans will buy online. Then, in our brand-new segment "Red-Hot Retail," our analysts give us their very specific—and potentially risky—predictions about what they think will drive ecommerce’s next phases of growth. Mild predictions are plausible outlooks. Extra-hot predictions are our pie-in-the-sky prognostications. The higher the spice level, the riskier the prediction. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Andrew Lipsman.
Audio
| Aug 30, 2022
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss points of tension around Trader Joe's and other cult grocery brands. Then for "Pop-Up Rankings," we rank the top four private label grocery brands people go out of their way for—and why. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Zak Stambor.
Audio
| Apr 25, 2023
Amazon looks to its B2B ecommerce division for growth: The retail giant sees significant opportunities to expand Amazon Business into new markets in Europe and elsewhere.
Article
| Apr 21, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why US home improvement company Lowe's didn't work out in Canada, why Canadian athletic apparel retailer lululemon athletica succeeded in the US, and which Canadian brands would prosper in the US if they chose to fly south. Join our analyst Sara Lebow as she hosts analyst Paul Briggs and vice president of content Suzy Davidkhanian.
Audio
| Apr 18, 2023
Walmart to sell Bonobos as digitally native D2C brands lose their luster: WHP Global and Express will acquire the brand for $75 million to shore up the latter’s business.
Article
| Apr 14, 2023