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
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
On today's episode, in our "Retail Me This, Retail Me That" segment, we conduct a physical examination of the US retail space: what do our new forecasts tell us, which categories are leading the charge (or struggling), and how is the banking debacle weighing on consumers purchasing decisions? Then for "Pop-Up Rankings," we rank the top four symptoms to pay attention to over the coming months. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Zak Stambor.
Audio
| Apr 11, 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
At least 10% of US ecommerce orders were returned each week from last November through mid-January, according to Salesforce. The return rate was as high as 16% in some weeks, a significant increase over the previous holiday season.
Article
| Mar 9, 2023
It’s a difficult landscape for retailers: We break down how some retailers have successfully navigated the shifting terrain—and why others couldn’t.
Article
| May 27, 2022
Inflation gives Walmart a chance to shine: The retailer’s emphasis on value and low prices is attracting both low- and high-income shoppers and enabling it to retain grocery dominance.
Article
| Aug 17, 2022
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 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
“The lines between physical and digital experiences are becoming blurred, and businesses need to resource and cater to both adequately,” said Diana Haussling, vice president and general manager of consumer experience and growth at Colgate-Palmolive.
Article
| Apr 14, 2023
Walmart is shuttering four stores in Chicago: The retail giant says that the stores lose “tens of millions of dollars a year,” and their annual losses nearly doubled in the last five years.
Article
| Apr 12, 2023
Few US merchants are selling goods on TikTok Shop: Many are reluctant to invest time and resources in the platform given the widespread speculation that it will be banned or sold.
Article
| Apr 10, 2023
Resale is ultimately better for the environment, but consumers tend to cite savings—not sustainability—as the most important reason for purchasing used goods.
Article
| Apr 7, 2023
Amazon will increase its share of US ecommerce sales in five product categories next year, per our forecast. The biggest gains will be in health and personal care, furniture and home furnishings, and apparel and accessories.
Article
| Apr 7, 2023
It’s trying to mitigate the growing threat that card networks face at the online point-of-sale from open banking.
Article
| Apr 6, 2023
A year in, Buy with Prime is struggling to attract retailers: Opposition from Shopify and UX limitations are keeping merchants away, despite the opportunity to reach Amazon Prime users.
Article
| Apr 6, 2023
Secondhand shopping is soaring: We expect resale volumes will grow more than twice as fast as total US retail sales through 2026.
Article
| Apr 5, 2023
Food and grocery delivery has spiked during the pandemic. Apps like SkipTheDishes, Uber Eats, and Instacart have gained new users who turned to delivery out of necessity. For marketers, these apps present a new opportunity to reach consumers with ad products rich in intent and location data.
Report
| Feb 17, 2022