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Retail & Ecommerce

Millennials and Gen Zers can finance snow sport luxury with BNPL—boosting Affirm’s non-retail volume.

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program’s appeal.

Partnerships and AI adoption powered the BNPL company’s lead over competitors.

Despite tough conditions, Home Depot is keeping its head above water: The company beat revenue expectations, came close on earnings, and isn’t flinching on its full-year outlook—or its prices.

Google has entered the AI shopping arena: The company’s AI Mode experience aims to assist consumers throughout every step of the shopping experience—from finding inspiration to buying at the right moment.

As consumers become increasingly comfortable abandoning brands, marketers and retailers are betting on personalized experiences to keep them around. 81% of Gen Zers and Millennials, and 74% of all shoppers worldwide have switched brands in the past year, per a December 2024 Salesforce survey. Enhancing personalization efforts and building brand trust and loyalty are two of the top priorities among marketing leaders worldwide, according to a December 2024 survey from The Marketing Geeks.

On today’s podcast episode, we discuss the most likely outcome for the TikTok saga, if LinkedIn is risking its professional identity by pivoting towards being a content platform, Pinterest’s latest initiative to become the shopping destination, and why Reddit is somewhat of a sleeping giant. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

"Retail media could have a key role to continue driving growth for advertisers which sell products through retail," said Jonathan Fasano, business development director at Walmart Connect Mexico and Central America, during a recent EMARKETER Summit on commerce media.

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.

China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.

We look at how retailers can improve their shopping experiences for younger customers to meet their avoidant preferences.

The EU expects tariffs to weigh on growth this year and next: The bloc downgraded its GDP expectations due to levels of uncertainty “not seen since the darkest moments” of the pandemic.

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.

Low-income consumers feel squeezed: With prices rising and the GOP tax bill set to reduce their after-tax income, relief may not come soon.

On today’s special edition podcast, EMARKETER analysts Sarah Marzano and Max Willens explore how commerce media is reshaping advertising—covering platform innovation, measurement, and its overlap with CTV and social—before a fireside chat with Chase Media Solutions’ Lauren Griewski. Recorded live at the EMARKETER Commerce Media Trends 2025 virtual summit on May 9th. Listen wherever you find podcasts, or watch on YouTube and Spotify.

Private label brands are no longer just the cheaper alternatives sitting on store shelves. They've evolved into strategic assets that build customer loyalty, boost retailer margins, and increasingly compete with national brands on quality and design, not just price.

Alibaba and JD.com embark on ambitious expansions despite challenging conditions: Both are making expensive delivery investments that could worsen China’s price wars.

Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.

TikTok is ByteDance’s global engine: Despite slowing growth in China, the platform continues to expand monetization and user base worldwide.