Delinquencies for both student loans and credit cards could worsen as borrowers contend with more obligations
Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.
Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.
Walmart’s Q1 ad revenues surged 50% year over year: Vizio’s integration is powering its leap into connected TV and retail media dominance.
Partnerships are key to breaking into brick and mortar, but generational mattress-shopping divides could mute the deal’s effectiveness.
Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.
layers browse, click, and buy real merch inside their favorite games, ushering in a new era of immersive ecommerce.
Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.
New features let brands display shoppable feeds and target ads during key video moments, capitalizing on YouTube's rising share of streaming time.
On today’s podcast episode, we discuss where GenAI is being used along the current shopper journey, how agents can help, the most overhyped piece of this, and one thing retailers and brands are paying enough attention to as a result. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Carina Perkins and Principal Analyst Yory Wurmser.
Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating “a once in a career window to reorient your business to the opportunity,” according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.
The effects of new tariffs are starting to hit home: Retailers that rely on discretionary spending are struggling, signaling rising anxiety among businesses and consumers—and likely slower growth ahead.
Multiculturalism drives advertising outcomes: An EMARKETER conversation with My Code revealed how engagement with multicultural audiences is crucial for success.
Instacart has launched a new standalone app, Fizz, to help groups plan, purchase, and pay for party snacks and drinks.
Drunk Elephant’s sales plunge as Gen Alpha appeal dims: The brand’s reliance on the fickle audience has damaged its standing with older consumers.
Burberry will cut 20% of global workforce as sales slump continues: The company’s ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.
US immigration policy fuels hospitality and retail concerns: Deportations exacerbate hospitality labor shortages as consumer-goods makers cite softer sales.
Urban Outfitters teams up with Nike for “On Rotation”: The Gen Z-focused in-store experience features an assortment of Nike apparel and footwear curated for UO’s audience.
With seamless in-app purchases coming, PayPal could turn Perplexity into a trusted, AI-driven checkout hub—especially for younger, AI-hungry consumers.
In today’s episode, we talk about how much debt consumers have, which buckets it lives in, and the likelihood of a ‘debt jubilee’. Join the discussion with host and Head of Business Development Rob Rubin, Senior Analyst Grace Broadbent and Senior Director of Forecasting Oscar Orozco.