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Retail & Ecommerce

Less than 10% of shoppers don’t expect to make any changes to their shopping habits due to tariffs, according to February 2025 data from Numerator.

On today’s podcast episode, we discuss what malls are doing well (and why), the reasons folks have been skipping the mall, and why IKEA and Walmart bought one each. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analysts Emmy Liederman and Rachel Wolff.

70% of consumers worldwide have switched brands because they enjoy experimenting, according to a January 2025 Capgemini report.

Shoppers worldwide are flocking to online marketplaces and social commerce for convenience, variety, and competitive pricing. While price remains key, brand trust is becoming a major factor in certain markets. As these platforms drive discovery and sales, brands must adapt to stay competitive. Here are three ways digital shopping habits are evolving among consumers worldwide.

Exclusive events—even when cardholders have to pay to access them—have helped the brand make big gains with Gen Z and millennials.

Delinquency fears hit the highest since 2020. We look at how issuers can tailor their offerings for a new era of uncertainty.

This bodes well for fintechs trying to build out their financial services offerings.

9% of Amazon shoppers plan to participate in retailer boycott: The spending blackout is unlikely to stick as Amazon’s convenience makes it indispensable to shoppers.

With billions invested and a team of pros, Visa’s strategy is stopping fraud at scale—just as consumer losses hit record highs.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

Dollar General Media Network (DGMN) has partnered with experiential retail media platform Recess on a sampling program that reaches consumers outside of the store, in their communities.

Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.

On today’s podcast episode, we discuss how some teachers think young people should be approaching GenAI, the differences between younger and older teenagers’ social media usage, and how engagement with digital gaming is changing. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Paola Flores-Marquez, and Vice President of Research Jennifer Pearson. Listen everywhere and watch on YouTube and Spotify.

Connected TV (CTV) is already a wild west of providers, platforms, and inventory. Add retail media networks (RMNs) into the mix, and measuring success becomes even more complicated.

“Mickey 17” is a swing and a miss: The big budget film failed to impress at the box office—and marketing might explain why.

Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.

Investing in card-linked installment offerings can help credit unions and community banks compete with larger issuers

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5. This week, the economic blackout day made an impact, ecommerce buoys beauty, and luxury spending continues.

Half a decade out from the pandemic, retail has firmly established its “new normal,” one where consumers seek spaces they can relax, people return to the office, and wellness remains a focus. Here are four trends illustrating where consumers are spending their time and how those changes impact retail.

Trump’s tariff reprieve exacerbates uncertainty: The stop-and-start nature to the administration’s economic policy keeps retailers—and consumers—on edge.