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Retail & Ecommerce

Trump’s “Liberation Day” provides little clarity: The tariff announcements, while far-ranging and punitive for the US’ largest trading partners, failed to lift the cloud of uncertainty hanging over businesses and consumers.

The payments giant is expanding its financial media network to monetize its data and push profitability efforts forward

Retailers cut 57,804 jobs in Q1: That’s up an eye-popping 370% YoY as the number of retail bankruptcies grows amid an increasingly uncertain macroeconomic climate.

HBO's hit show “The White Lotus,” is extending its off-screen influence with a series of retail partnerships. Though the show revolves around miserable rich people on vacation, it keeps viewers engaged with fashion, scenery, and unattainable luxury. Brands including Banana Republic, H&M, and Kiehl’s have seized the opportunity.

On today’s podcast episode, we discuss how to increase basket size, how to break out of category while staying true to brand identity, and how to respond to TikTok trends without seeming like a brand responding to a TikTok trend. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President and Principal Analyst Suzy Davidkhanian and the CMO of True Religion Brand Jeans Kristen D’Arcy.

“Today’s shoppers are like savvy jugglers,” Ben Galvin, senior director of omnichannel retail sales and ecommerce at Monster Energy, said during a recent Path to Purchase Institute webinar. “They’re balancing budgets, bouncing between in-store and online. Convenience continues to be king, but value is what they’re really looking for.” But value means different things to different people.

Skai launches Celeste AI to streamline commerce media: Celeste combines cross-channel analysis and optimization, cutting task time from hours to seconds.

Every $1 lost to fraud costs US merchants $4.61, up 47% over prepandemic 2019: That sharp rise underscores the growing challenge of fighting fraud without compromising the customer experience.

QVC partners with TikTok as time runs out on second ban deadline: The retailer’s bet on the platform reflects both the growing importance of social commerce as well as confidence in TikTok’s future.

Rivian and Tesla see demand weaken in Q1: The two companies are struggling amid growing competition as more consumers opt for cheaper hybrid and gas-powered models in an uncertain economic and political climate.

Domino’s inks deal with DoorDash to expand delivery reach: The partnership will put the pizza chain on track to reach its goal of $1 billion in sales from aggregator platforms by 2026.

GenAI adoption complicates retailers’ customer acquisition strategies: Brands are struggling to optimize their websites and product listings to account for rising traffic from genAI tools.

The P2P player was able to make this pivot thanks to the success of its integration in banks’ apps, which currently lead to 98% of its transactions

As the deal gets close to being finalized, banks and payment players need to prepare for a new competitive landscape

Many may turn to BNPL to make these purchases, providing a growth opportunity for providers

Nearly a quarter of the UK consumers have witnessed shoplifting in the past year: A similar number have also seen staff abused as retailers say crime has gotten out of hand.

Estée Lauder downplayed the impact of China’s gray market crackdown on sales, lawsuit alleges: The beauty company is accused of misleading investors about the severity of the headwinds it faced.

Once valued at $100 billion in 2015, Walgreens Boots Alliance has seen its market value plummet to approximately $10 billion today, with shares down 45% in the last 12 months—making it the worst-performing stock in the S&P 500 in 2024.

Backlash builds against US brands as more tariffs loom: Global consumers are shunning US products, posing a threat to retailers, CPG companies, and the travel sector.

Retail media networks (RMNs) are using APIs to give advertisers more control over the management, measurement, and optimization of their campaigns.