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Retail & Ecommerce

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

The phrase “retail apocalypse” once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the EMARKETER Summit on November 1.

Retailers tour college campuses: Brands ranging from Ikea to Rent the Runway are using the events to build awareness and connect with consumers.

Shein, Temu, and Alibaba expand their US warehouse presence: The push dovetails with the US crackdown on the de minimis loophole.

Retailers turn to returnless refunds to cut costs and boost loyalty: Amazon, Walmart, and Chewy are among the companies that rely on flexible returns policies to keep shoppers in the fold.

84% of US adults believe private label foods are more affordable, according to an August 2024 survey from Ipsos. Nearly as many say private label quality is just as good as, or better than, name brands.

The phrase “retail apocalypse” once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the EMARKETER Summit on November 1. “We were convinced [that] the store was dying,” Chernofsky said. “It was a thing of the past, and we were going to move to this fully online environment.”

Yum China bucks difficult retail environment thanks to more promotions, rapid store expansion, and durian pizza: The KFC and Pizza Hut operator’s efforts to offer more value and reach consumers in lower-tier cities drove sales and transaction growth in Q3.

On today's podcast episode, we discuss what will happen if either Donald Trump or Kamala Harris win the US election and how that will affect inflation, high growth digital advertising channels, and regulatory priorities. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Senior Analyst Zak Stambor.

Commerce media is becoming more competitive as retailers and non-retailers continue to build out their networks and advertisers prioritize measurement for proven results. Looking ahead to 2025, cross-industry partnerships will grow and in-store media will enable retailers to merge online behaviors with in-person shopping.