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Kohl’s beat Q1 expectations, but challenges remain: The struggling retailer is focused on improving its assortment, establishing value and quality leadership, and offering a seamless customer experience.

E.l.f. Beauty strikes $1 billion deal to acquire Hailey Bieber’s Rhode: The move could reignite slowing growth and boost its appeal to Gen Z and more affluent shoppers.

Potential tariffs, drug pricing order may not be too disruptive to pharma: However, the administration’s executive orders, proposals, and threats can’t be taken lightly. Drug companies must stay nimble with plans in place for different outcomes.

Trump administration drops Moderna mRNA pandemic flu research: This adds to increasing doubt around the validity of mRNA vaccines, and will likely cause uncertainty for drugmakers looking to federal agencies for vaccine guidance.

Most consumers divide their time across gaming, music, podcasts, and social, but streaming remains on top—even as mobile becomes the default for short- and long-form video.

Over half (53%) of US hispanic adults look for websites or retailers that offer Spanish-language options at least sometimes when shopping online, according to March 2025 data from ThinkNow Research.

Affiliate marketing, a performance-based partnership between an advertiser and a publisher, can offer brands feeling pressure to prove short-term ROI peace of mind and predictability.

Williams-Sonoma buys Dormify’s IP: The move aims to help the housewares retailer capture a larger share of the college-age consumer market.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of May. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analysts Arielle Feger and Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Capri eyes recovery with Michael Kors and Jimmy Choo: Quarterly revenue decline is smaller than expected, but challenges could complicate rebound efforts.

Neon fuses AI search, code generation, and digital agent tools into one browser—aiming to outpace Google by doing the work, not just finding it.

48% of US adults want brands to be clear and thorough about price increases, explaining the reasons, including tariffs, according to March 2025 data from Collage Group.

On today’s podcast episode, we discuss how much the merger with xAI can move the needle for X, if the social platform can recoup the kinds of ad dollars it was making before Elon Musk bought them, and where X users have migrated to (if anywhere). Join Senior Director of Podcasts and host Marcus Johnson, and Analysts Marisa Jones and Emmy Liederman. Listen everywhere and watch on YouTube and Spotify.

Last week’s announcements by Google to expand its AI search experiences came with big changes for advertisers. Google will offer more ads in AI Overviews and is also testing ads in its fully chat-based AI Mode.

Incrementality has always been the holy grail of retail media. But lately, it’s taken on greater importance as ad budgets are squeezed and retail media networks (RMNs) fight for their share of ad dollars.

The issuer’s increased acceptance on multiple Caribbean islands dovetails with its cardholders’ travel preferences.

Adverse weather and poor crops have driven up staple costs: Coffee is up 58% over the past three years, and cocoa soared 316%—with tariffs further compounding price pressures.

General Medicine debuts as a platform where consumers can shop for medical care: While the healthcare marketplace concept isn’t new, the startup could have an upper hand by allowing people to see prices for medical care based on their unique health insurance details.

The $8 billion Informatica buy signals a pivot from flashy AI tools to reliable, compliant data—core to scaling enterprise automation without sacrificing transparency.