Online resale merchandise value will reach $40 billion in the US by 2029, at a compound annual growth rate (CAGR) of 13%, according to March data from thredUP.
2025 could be another tough year for luxury companies: LVMH’s rough Q1 reveals considerable challenges as US spending drops.
On today’s podcast episode, we discuss some of the moves commerce media players have made this year to stand out from the pack, why advertisers are investing in more or fewer media networks, and the main challenges for advertisers when it comes to working with media networks. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Arielle Feger, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.
Shopping mall mainstay Claire’s balances being on trend for Gen Alpha with being a nostalgic brand for parents by leaning into pop culture, putting the right messaging on the right platforms, and staying in constant contact with core consumers.
Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.
What’s next for Capri after the Versace sale? The company is looking to offload Jimmy Choo to focus on Michael Kors, but the latter needs a wholesale reinvention to succeed.
True Religion, the 23-year-old urban casual lifestyle apparel brand, has maintained relevance by strategically balancing heritage with innovation and leveraging cultural connections, while expanding to new audiences.
Levi Strauss excludes tariff impact from forecast: The uncertainty and upheaval from the latest duties are making it impossible for the retailer to nail down a mitigation strategy.
Apparel brands and manufacturers fear hit from Trump tariffs: The duties will disproportionately affect the industry, as 97% of the apparel and shoes sold in the US is imported from countries like China and Vietnam.
Most CEOs expect a recession and inflation: US consumers face significant uncertainty ahead, prompting them to pull back and focus spending on essentials.
Prada’s Versace deal comes at a difficult time for the luxury industry: Tariffs are threatening brands’ access to US consumers, while recession fears could trigger more conservative tastes.
Flashy new features meet AAA games, yet battery life shrinks and OLED gets ditched. Is this really a next-gen move?
Uncertainty is having a chilling effect on US M&A activity: The number—and size—of deals is down YoY as companies wait for more clarity on government policy.
On today’s podcast episode, we discuss what happens when a shelf is empty, how retailers can stay ahead of this, and how signals translate into actionable store-level decisions. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sky Canaves, Senior Analyst Blake Droesch, and Chief Revenue Officer at Trax David Gottlieb. Listen everywhere and watch on YouTube and Spotify.
Starbucks launched its Pumpkin Spice Latte before Labor Day, Doc Martens’ yellow stitching now outlines open-toed shoes, and Ugg wants to stay in consumer’s closets year-round. In retail, seasonality has become a suggestion. Ugg, which rose to fame for its collection of fur boots, places its new line of Mary Janes and sandals in the first warm days of the season in its global campaign “Bring Spring Energy." Made alongside agency Young Hero, the spot which launched this month features musician HANNI and her friends, who all romp around in the sun while sporting the collection.
On today’s podcast episode, we discuss how Walgreens went from “pharmacy behemoth to distressed retailer”, the biggest lesson from its downfall, and where the company goes from here. Join Senior Director of Podcasts and host Marcus Johnson, and Senior Analysts Rajiv Leventhal and Zak Stambor, for the conversation. Listen everywhere and watch on YouTube and Spotify.
With its latest global campaign, Puma aims to engage a new generation of consumers by tapping into the emotional and social aspects of athletics.
Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.
Forever 21’s long-shot plan to emerge from bankruptcy involves copying Shein: The fast-fashion retailer plans to adopt an ecommerce-only model if it fails to find a buyer to manage its stores.
50% of US adults are likely to cut back on spending at fast food restaurants if tariffs lead to higher prices, according to a February 2025 CivicScience survey.