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Retail & Ecommerce

Retailers with ties to China, like Temu and TikTok Shop, have gained popularity in the US. Now, a wave of Japanese-based retailers and retail concepts has come to the US, signaling a potential shift for the retail landscape.

Lowe’s looks to expand the reach of its retail media network: The home improvement retailer rebranded the service Lowe’s Media Network and plans to launch four new channels this year.

A deluge of data has been fodder for all sorts of narratives about consumer financial health. We break down what’s really going on

Walmart’s total US retail sales reached $533.96 billion in 2023, growing 6.9% YoY, according to the National Retail Federation and Kantar.

As consumers become increasingly cost-cautious, competition for dollars is fierce. Halloween costumes, decor, and party supplies may not be a top shopping priority, but specialty retailers such as Spirit Halloween still find a way to engage consumers and attract their dollars.

Instacart makes long-term bets on retail media: We expect the company’s advertising business to grow 16.1% this year and to continue expanding as it diversifies its offerings.

On today's podcast episode, we discuss standout data points from this year’s back-to-school season, creators' role in this shopping period, and what back-to-school is trying to tell us about this year's upcoming holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sarah Marzano and Zak Stambor.

Over three-quarters (77%) of US parents plan to visit mass merchant retailers for their back-to-school shopping, per a May 2024 survey from Deloitte.

Young people are on Marketplace and Groups: The challenge for Meta is to direct those users to more monetizable areas of the app.

Uber and DoorDash report double-digit growth as customers prioritize convenience: Order frequency rose in Q2 thanks to both companies’ membership programs and growing selections of merchants.

Consumers are turning to their TVs for holiday inspiration: 43% of connected TV (CTV) users say TV ads offer useful information on holiday shopping, and 72% would scan a QR code in a TV ad to make a purchase, according to a report from LG Ad Solutions.

US omnichannel retail media ad spend will account for nearly a quarter of total media ad spend by 2028, reaching $129.93 billion, per our forecast. This growth will be fueled by a surge in retail media search, non-endemic partnerships, and off-site placements. However, financial media networks may give retail media networks some competition for advertiser dollars.

Intermediaries like Instacart and DoorDash have a unique place in retail media. With consumers buying goods from major retailers through their platforms, intermediaries have engaged audiences and valuable first-party data. Here are three recent intermediary moves that caught our eye, and what they mean about broader retail media trends.

Nordstrom, Kohl’s look to brand partnerships to boost sales: While Nordstrom turns to buzzy companies like Savage X Fenty to attract younger shoppers, Kohl’s takes a kitchen-sink approach.

Urban Outfitters and Pacsun are tapping into Pinterest and in-person experiences to get students and families shopping, while Meijer, Walmart, and Target are focused on value. Those are just a few brands that made our Unofficial Most Interesting Retailers List, Back-to-School Edition, for July 2024.

Over 70% of US digital retailers believe AI-driven personalization and genAI will affect their business in 2024, per a December 2023 survey by Bolt.

The US economy hits speed bumps: A flurry of news events, a slowing labor market, and lackluster consumer confidence numbers are making it harder for retailers to convince consumers to spend.

On today's podcast episode, we discuss the likelihood of people using OpenAI's new SearchGPT, how much of a minefield dynamic pricing is, if its better for shoppers to have fewer choices, Harley Davidson waiting for customers to age in to the brand, how Olympic athletes are changing, and more. Tune in to the discussion with host Marcus Johnson, vice president of content Suzy Davidkhanian, and analysts Evelyn Mitchell-Wolf, and Max Willens.

Mattel is banking on in-store retail to uplift holiday sales, while Kimberly-Clark is building its profile through storytelling-driven ads. McDonald’s drawing customers to its loyalty program thanks to gamified features in its mobile app. Here are three insights from each company’s most recent earnings and what marketers can learn.

Amazon misses sales expectations as shoppers trade down to cheaper products: The retailer is trying to win over price-conscious customers with more sales events and a soon-to-be-launched budget marketplace.