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Retail & Ecommerce

Delinquencies slightly improved for both issuers, but Discover’s card volume fell behind

Ally faced difficulties as consumers with lower credit scores bore the brunt of financial stressors

The tie-up can help attract younger travelers and aids in Venmo’s monetization journey

The UK retail landscape looks increasingly bleak: Sainsbury’s and Primark owner AB Foods add to the chorus of retailers bracing for a slowdown.

Infinite Reality’s latest move suggests the metaverse isn’t done just yet: The company is buying virtual shopping platform Obsess in a move aimed at reimagining how brands connect with consumers online.

Fanatics Collectibles tries to build buzz in London: The retailer wants its new flagship store to become a collectors’ hub with exclusive products, trade nights, and athlete signings.

On today's podcast episode, we discuss the most interesting 2025 retail trends that we heard at NRF, and expect to hear at eTail, ShopTalk, and other events. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Chief Content Officer Zia Daniell Wigder and Vice President Suzy Davidkhanian.

While 2024 saw the rise of “Sephora kids”, in 2025 more beauty brands may target Gen X consumers to grow sales amid a challenging economy.

It’s about to get a lot harder to get cheap GLP-1s: Rising costs may force consumers to cut back on discretionary spending, creating headwinds for retailers already fearing tariff-driven cost increases.

Adidas turned its business around in 2024: The sportswear company ended the year on a high as holiday shoppers clamored for its sneakers.

60% of US retail professionals say charging customers for returns has resulted in an increase of adoption in their free return methods, while 54% say it has cut down on return rates, according to a September 2024 survey from the National Retail Federation (NRF) and Happy Returns.

With the holiday season in the rearview mirror, our analysts are already looking ahead to what the rest of this year—including the 2025 holiday season—will look like. This year will be defined by unpredictability, as President Trump begins his second term during a time of mixed consumer sentiments. Here are four trends our analysts expect will continue in 2025.

Instead of casting a wide net on social platforms and pursuing the creators with the highest follower accounts, marketers are now more focused on resonating with the right audience.

In 2025, there will be a stronger focus on performance marketing as advertisers seek to prove their efforts are worth the investment.

India’s weak consumer purchasing power: The country’s slowing economic momentum presents a challenge for retailers and brands relying on the market for growth.

Kohl’s new CEO faces a tough challenge: The department store’s sales have declined for 11 consecutive quarters as it struggled to attract new shoppers without alienating long-standing customers.

Trump’s first days in office exacerbate uncertainty over tariff plans: While Mexico and Canada are firmly in the administration’s sights, other tariffs are up in the air.

Now that Trump is in office again, crypto regulations could boost crypto ownership and payments momentum—slowly

A rewards integration coming later this year could make Synchrony a more attractive co-brand partner

The rule, which regulates payment apps like banks, is already on shaky ground given the CFPB is about to be overhauled under Trump