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American sports fans leave the global spectacle to everyone else April 15

US sports travelers are equally willing to travel for regular season and playoff matches (41% each), outpacing worldwide fans by double digits on both. However, they trail global travelers by 18 points on major single-sport international events (21% vs. 39%), according to a December 2025 survey from YouGov.

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On today’s podcast episode, we discuss how this kind of energy-driven inflation shows up differently for retailers compared to what we saw with tariffs last year, the ripple effects that are being underestimated, and which of these changes we think are temporary versus those that will actually reshape how people shop. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Zak Stambor, and Analyst Rachel Wolff.

Digital shelf labels (DSLs) are gaining momentum in retail stores, as major players prepare to scale adoption. Walmart recently announced plans to roll out DSLs across its entire store fleet within the next year, while Kroger has already begun replacing traditional paper tags with electronic labels in its Cincinnati-area stores.

Hybrid tiers fuel streaming’s next phase: Platforms prioritize extracting more value from existing audiences as ad-supported streaming revenues grow.

ChatGPT's US unique visitor count grew 76% year over year, climbing from 41.5 million in January 2025 to 72.9 million in January 2026, according to a March report from Comscore.

Elevated fuel expenses offset larger refunds, weakening purchasing power and core retail growth.

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