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Retail & Ecommerce

Off-price retailers pushed past weather-related headwinds in Q3: Shoppers’ sharp focus on value helped Burlington, Ross, and Nordstrom Rack deliver solid results in Q3.

Loyalty membership is up in the US as consumers seek personalized deals and discounts.

Walmart and Target reported their Q3 earnings last week. Despite varying retail success, both reported strong growth in their retail media networks—Walmart Connect’s US business grew 26% while Roundel’s growth was in the mid-teens, per CEO Brian Cornell.

Brands can’t afford to take their value-based propositions lightly: Roughly 2 in 3 consumers have stopped or reduced purchasing from brands that conflict with their values.

Retailers, streamers embrace shoppable TV ads to shorten the path to purchase: WBD, Amazon, Kroger, and The CW Network are relying on the format to drive product discovery and sales.

Macy’s had a mixed Q3: Sales at its luxury Bloomingdale’s and Bluemercury labels rose, but its namesake brand is struggling to attract shoppers

Douyin investments are helping P&G shore up China sales: It’s taking advantage of the platform’s popularity among deal-seeking shoppers to boost its brands’ profiles.

High-income consumers, those earning $150,000+ annually, are charting a unique "discovery-to-purchase" journey that begins in physical stores but frequently concludes in digital channels, according to new EMARKETER research. "These consumers demonstrate more technological comfort than their peers," our analyst Paola Flores-Marquez said on the “Behind the Numbers: Reimagining Retail” podcast. "They're willing to explore multiple channels before making purchase decisions."

Consumers turn to genAI to help with holiday shopping: Nearly one-fifth of global Cyber Five sales this year will be influenced by AI agents and other tools, Salesforce says.

Retailers don’t want inventory shortages to steal their holiday cheer: That’s why most of them have taken steps to ensure trending products are available during peak shopping periods.

And they likely won’t be coming down anytime soon due to the CFPB’s late-fee rule

As fraud protection programs get more sophisticated, fraudsters are changing tactics and focusing on people-centric scams

On today’s podcast episode, we discuss the takeaways from Netflix’s record-breaking boxing event, the chances of TikTok dodging a US ban under a Trump presidency, the future of “roadblock marketing”, Perplexity’s new feature that lets you buy things directly within its search engine, the true story that inspired the 1992 film “A League Of Their Own”, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing Rahul Chadha, Senior Analyst Evelyn Mitchell-Wolf, and Senior Director of Forecasting Oscar Orozco.

Brands aid low-income consumers: Marketers that address these customers’ struggles can build loyalty and boost their reach.

Gap’s momentum continues into the holiday season: Weather-related headwinds notwithstanding, the retailer’s brand reinvigoration efforts are resonating with shoppers and driving sales.

PayPal's outage highlights rising API-related flaws in finance. With 80% of U.S. adults relying on app-based payments, regulatory scrutiny and customer frustration could reshape the competitive landscape.

Shoppers want help: Too many choices online can overwhelm consumers and leave them frustrated by the effort required to make a purchase decision.

PDD misses expectations as competitive pressures erode price advantage: The ecommerce company expects challenges to continue in the short-term as domestic and international rivals gain an edge.

Trump’s tariffs threaten to upend retailers’ supply chains: Companies are rethinking sourcing and stocking up on goods early to minimize additional costs and disruptions.