The capability should help boost Pix’s in-store volume, serving as a roadmap for the US’s FedNow to boost retail adoption
US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That’s good news for e.l.f. Beauty but an added struggle for Coty and Estée Lauder, for which China remains a hurdle.
Ralph Lauren and Tapestry sidestep luxury slowdown: The two companies beat expectations thanks to brand elevation efforts that resulted in higher AUR.
Under Armour’s turnaround gained momentum: But the company’s sales still fell 10% on a currency-neutral basis—a marked contrast with Puma, which reported a 5% jump in revenues.
Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.
46.6% of US internet users are also Amazon Prime members, nearly two times as many as Costco (25.1%), the No. 2 biggest retail membership , according to data from Comscore.
Trump’s tariff proposals will eat into consumers’ discretionary spend: The price of goods such as shoes, toasters, and mattress and box springs will soar under the across-the-board tariff plan.
Walmart tests a new locking system to combat retail theft: The retailer needs to ensure its solution isn’t worse than the problem itself.
Walmart imported fewer goods this holiday season: While that could be a sign that it expects tepid sales, it also reflects the retailer’s growing reliance on third-party marketplace sellers to broaden its product assortment.
Uniqlo, Ikea join luxury companies’ real estate spending spree: The two retailers snapped up prime space on Fifth Avenue to lock in their spots in a busy retail corridor.
On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.
Revolve continues upward trajectory: The fashion ecomm beat Q3 expectations, attributing its success to AI, influencer marketing, and strong international sales growth.
TikTok Shop is entering its second holiday season, when it will rely on big brands and livestream commerce to maintain the momentum it's gathered since launching a little over a year ago.
Retailers face more potential supply-chain shocks as Canadian dockworkers go on strike: That’s in addition to the still unresolved tensions between the International Longshoremen’s Association and East and Gulf Coast ports.
ByteDance’s non-China revenues grow 60%: TikTok’s ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.
Payment players clearly believe in the long-term success of crypto payments despite limited adoption
Franchise Group is the latest retailer to file for bankruptcy: The parent company of banners that include Pet Supplies Plus and The Vitamin Shoppe plans to shutter its American Freight brand.
The UK budget will eat into retailers’ bottom lines: Primark owner Associated British Foods expects its national insurance bill to rise by “tens of millions” of pounds.
The company faces higher losses from the BaaS crackdown and changing dynamics with its fintech partners
The rollout will help it keep up with Klarna, but well-established competitors in the market could limit its growth