Walmart recently bought Monroeville Mall near Pittsburgh, signaling either a massive retail expansion plan or a shrewd real estate grab. Either way, the purchase strengthens Walmart's market foothold while adding rental income. This isn't a random acquisition but a calculated move.
The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Temu burst onto the US retail scene in September 2022, winning over shoppers with ultra-low prices and aggressive ad campaigns. But while its initial growth was fueled by new customers, its long-term success is now driven by repeat buyers.
Ecommerce penetration of beauty and personal care sales is rising: 41% of category sales take place on platforms like Amazon and TikTok Shop as consumers respond to virality and convenience.
While retail media networks (RMNs) sell brand safety and predictability to marketers, influencer marketing boasts direct access to loyal audiences. Pairing these two channels together, experts stress, can drive significant growth for brands. Nine in 10 US marketers plan to promote their creator partnerships via RMNs in 2025, according to an October 2024 LTK survey.
Amazon is testing non-endemic ads in its search results, which link out to products on external websites. It's a move that shows Amazon’s need to demonstrate further growth and non-endemic advertising’s potential to meet that need.
As the world's largest toy company, LEGO has built a retail empire that outpaces competitors Mattel and Hasbro combined through a sophisticated, centered multichannel strategy.
Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.
This week, consumers are concerned about tariffs but continue shopping via mobile and on low-price retailers associated with China. Consumers are also less focused on fast delivery and flocking to Google for reviews.
Consumers are voting with their wallets: 1 in 4 has stopped shopping at their favorite stores because of politics.
Ramping up marketing spend and integrating Cash App, Afterpay, and Square should put it in a stronger position in 2025
Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.
While many users sell products via Twitch livestreams, Amazon has yet to position the platform as a rival to other social video commerce sites like TikTok Shop.
Amazon reevaluates social commerce ambitions with Inspire shutdown: The retailer is prioritizing Rufus and shoppable partnerships with TikTok and other platforms.
As younger consumers grow increasingly comfortable with abstinence, and the non-alcoholic sector grows, brands and retailers should reconsider how to approach Dry January.
On today’s podcast episode, we discuss the elements of the Lego flywheel, how its remained relevant across demographics, and what other brands and retailers can learn from its success. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Senior Analyst Zak Stambor.
Social commerce has the potential to go mainstream for luxury. More than 40% of respondents overall said they had used or were interested in using social media channels to buy luxury products.
2025 will be the year of “true co-branded storytelling” for retail media creative formats, according to Brian Monahan, global client president, head of retail media solutions at Dentsu.
Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.