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Retail & Ecommerce

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.

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.

Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.

D2C brands facing the declining effectiveness of search and social ads must use new strategies outside of the traditional D2C growth playbook.

Surging Cash App user growth helped drive a buoyant Q1 for Block despite recent short seller allegations.

Influencer marketing is getting more expensive. While rates vary based on factors such as the platform, the content type, and creator follower counts, the overall trend for pricing is up.

TikTok is going all-in on in-app purchases; Meta is focused on shoppable ads; and YouTube hopes to gain a competitive advantage through its strong creator relationships. All of this is happening as we forecast US retail social commerce sales will grow nearly 30% this year to hit $68.92 billion

Stripe can benefit from Uber’s global reach, while Uber can cut checkout friction for customers.

It launched crypto transfers between Venmo users and through external wallets and exchanges.

Generative AI is the topic of the moment, and the dollars are following: Spending on AI-centric systems worldwide will jump to $154 billion this year from $121 billion last year, according to the International Data Corporation. If you’re not already using the tech, it’s time to get startedHere’s how retailers are using the AI.

DoorDash and Uber Eats deliver solid results: That’s thanks to their strong customer retention, which will prove important if the economy worsens.

The mega-retailers want to offer the instant payments rail as an alternative to fee-laden cards

Nordstrom is shuttering its downtown San Francisco stores: Crime concerns have driven Whole Foods, Nike, and REI to close urban locations, while others attempt to address those issues without annoying customers.

Shoppable media is gaining momentum as brands look for ways to narrow the gap between discovery and purchase. Just this month, Pinterest, NBCUniversal, Meta, and Yahoo announced shoppable media updates. From AI to QR codes, we dive deeper into these developments and why they may give companies an edge.

New travel features will help Amazon better compete in the co-brand space and rack up volume.

The Container Store embraces resale: Its partnership with thredUP will allow shoppers to resell gently worn items for shopping credit at The Container Store.

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.

Banks and payment providers shouldn’t ignore consumers increasingly using cash to combat cost-of-living pressures.

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.

Marketplaces are fighting for the crown in US ecommerce. Though Amazon remains solidly atop ecommerce sales, Walmart and Shopify are attempting to carve into Amazon’s revenues. Here are the latest updates in ecommerce, advertising, and partnerships from these major players.