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Retail & Ecommerce

Walmart makes a huge acquisition in hopes of taking on Amazon’s retail media dominance, while Amazon keeps churning out generative AI innovations. Plus, Target tries to steal share from Walmart’s prowess on attracting deal-seeking shoppers. Find out who else earned a spot in our Unofficial” Most Interesting Retailers List, a monthly ranking revealed on an episode of the “Behind the Numbers: Reimagining Retail” podcast.

Knowing how price-sensitive consumers are at this moment, brands need to be extra cautious how they position themselves and their messaging. Otherwise, they could risk angering or alienating consumers, as evidenced by the reaction to recent comments from executives at the WK Kellogg Co and Wendy’s.

TikTok’s ecommerce push could be driving down engagement: Users are steering clear of Shop posts as the platform struggles to clean up the marketplace experience.

Sezzle and Klarna made progress toward long-term profitability in 2023—we look at how they’re using subscriptions to help make that happen

More than one-third (34%) of Amazon sellers and brands worldwide use AI to write and optimize product listings, according to January 2024 data from Jungle Scout.

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 Arielle Feger and Sara Lebow will defend their list against analysts Sky Canaves and Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

TJX is confident it can grow market share this year: The retailer’s offerings continue to resonate strongly with deal-seeking shoppers.

2024 is shaping up to be the year of the AI-powered shopping assistant. Just two months in, retailers from Walmart and Amazon to Ikea and Chevron have released a flurry of AI-based updates, hoping to make the shopping experience easier and more relevant.

Worldwide retail media spend will hit $140 billion this year, according to our December 2023 forecast.

On today’s podcast episode, we discuss the potential audiences for some of the world’s biggest sporting events; how brands and marketers can better monetize these audiences; and how TV and streaming rights might shake out in the near future. Join host Bill Fisher, our analyst Paul Briggs, forecasting writer Ethan Cramer-Flood, and vice president of content Paul Verna for the discussion.

"Delulu"—slang for delusional—is a popular Gen Z refrain used to describe achieving outcomes through the power of positive thinking. But Gen Zers’ delulu approach isn’t working for their financial lives.

Gen Z consumers are tech-savvy digital natives that feel more comfortable searching for products on social platforms like TikTok over traditional search engines like Google. Even when they’re shopping in-store, they employ technology to help them, browsing mobile phones and using self-checkout to make the shopping experience more seamless.

Retail media works. For 77% of US organizations, retail media has either met or exceeded KPI expectations, according to a December 2023 survey from Skai and the Path to Purchase Institute. Only 3% say it had little or no impact on desired objectives.

On today's podcast episode, we discuss which app experiences best transfer over to the new Apple Vision Pro mixed reality headset, whether instant AI-generated videos will be a hit, department stores' path to relevancy, if folks are ready for shoppable media, how marriage is changing in the US, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.

Snap launches new brand campaign: Chief creative officer addresses antisocial media stance in the context of Snap’s creator and content push.

The ecommerce search experience is ripe for reinvention: Pinterest, Walmart, Etsy, and others are relying on AI to deliver more relevant results and drive sales.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what AI can do for retail, who the biggest players are, and if hyperpersonalization is something people even want. Then, for "Pop-Up Rankings," we rank four promising examples of AI in retail. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Carina Perkins.

Here are some insights to maximize success on the platform, including how Amazon supports brand and performance goals, how sellers are leveraging AI, and the sweet spot for product volume and price.

If approved by regulators—and that’s a big “if”—this merger could change what large lenders consider possible