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Retail & Ecommerce

President-elect Donald Trump’s proposed 10% to 20% tariffs could cause double-digit price hikes across six retail categories, according to the National Retail Federation (NRF) analysis from November 2024.

Steep discounts drove shoppers to spend on Cyber Monday: The Monday after Thanksgiving is poised to be the biggest online shopping day in US history.

Carriers keep hiking up shipping costs: Rates are up nearly 26% since 2021, and that’s before factoring in holiday surcharges that will further eat into retailers’ margins.

Amazon, Target, and malls were among this year’s Cyber Five winners: Roughly 197 million people shopped this year’s sales, leading to a surge in online and in-store spending.

Shein and Temu delivery providers face barrage of lawsuits regarding labor practices: Several have been accused of underpaying workers, misclassifying them as independent contractors, and failing to provide overtime.

The company used its two-sided network to capitalize on the holiday weekend

But the payment method’s volume grew slower than overall retail sales, suggesting providers need to do more to amp up growth

The buy button has been on a growth tear since Shopify opened it up to enterprise customers outside of its ecosystem

Walmart’s advertising business gets a boost: The retailer closed its Vizio acquisition, giving it inroads into the lucrative CTV market.

Consumers are shopping online more for health and wellness: We explore which health product categories US consumers are flocking to online and examine how in-store retailers can respond.

China’s digital ad sector grows 12.1% in 2024: Economic slowdown shifts ad dominance to platforms like Tencent and Pinduoduo.

Even an influx of new retail media networks (RMNs) will not chip away at the share of ad spending allocated to the top two powerhouses.

Retail media was the fastest-growing ad channel we tracked in the US in 2024. While that growth will slow slightly (from 20.4% to 20.2%) in 2025, it’s still primed for innovation—and challenges. Here’s what our analysts and podcast guests had to say about retail media, with insights into what it means for 2025.

UK retail footfall declined in November as shoppers waited for Black Friday deals: Poor weather and subdued confidence also weighed on traffic, souring retailers’ holiday prospects.

Amazon’s shoppable video ads faced first big test: Marketers watched their performance over the holiday weekend to mull bigger commitments.

India will be a focus market for fashion brands in 2025: They’re counting on the country’s growing affluent population to offset weakness in China.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.

Cyber Monday will generate $13.93 billion in US ecommerce sales this year, the highest of any Cyber Five day, according to a July 2024 EMARKETER forecast.

Kohl’s is in trouble: The struggling department store hopes a new CEO will rescue it from a series of missteps that weighed heavily on its Q3 performance.

In Q3, retailers struggled with shopping trends upended by extreme summer weather along with a threat of incoming tariffs. Here’s how they addressed these challenges in their Q3 earnings calls and what it could mean for the industry heading into 2025.