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Retail & Ecommerce

Much is in flux when it comes to tariffs: That uncertainty is putting stress on companies and consumers as they weigh whether to spend or save.

National Burrito Day is this Thursday: Chipotle’s success with the made-up holiday has driven competitors like Qdoba, Moe’s Southwest Grill, and even 7-Eleven to offer their own burrito-centric deals.

50% of Black consumers say they’ve recently stopped shopping at companies with differing political views, the highest among racial demographics, generations, or political affiliations, according to a February Harris Poll cited by Axios.

Uncertainty is having a chilling effect on US M&A activity: The number—and size—of deals is down YoY as companies wait for more clarity on government policy.

Reddit courts SMBs with streamlined tools: A new Meta import feature and simplified setup options aim to reduce friction and boost campaign performance.

Amazon’s AI can track prices and book trips, pushing advertisers to prep for automation and agent-optimized experiences.

Last month, M&M's launched its first loyalty program, Fun Club, allowing consumers to earn points by completing activities and redeem them for sweepstakes entries or M&M's merchandise. While loyalty programs are typically associated with high-frequency purchases—like groceries, travel, or restaurants—even low-frequency brands are using loyalty to increase engagement, gather data, and drive sales amid rising competition.

Creators get Cannes spotlight in 2025: With rebranded awards and new categories, Cannes Lions acknowledges the growing impact of creator-driven marketing.

This leaves the BNPL industry back at square one in terms of regulation, creating uncertainty for providers

61% of US consumers have used AI tools for online shopping: Retailers have a clear opportunity to leverage the technology for more personalized experiences.

Walmart will invest $6 billion in Mexico this year: The move could protect it from growing anti-American sentiment.

Issuers can tap these models to reach a new customer segment and boost their credit card account openings

TikTok Shop expands in Europe as US fate remains uncertain: Launch in France, Germany, and Italy underscores push for growth amid pressure to boost sales.

Sluggish spending in February signals a challenging year: Consumers are curbing discretionary spending as sentiment plunges to the lowest level in over two years.

On today’s podcast episode, we discuss what happens when a shelf is empty, how retailers can stay ahead of this, and how signals translate into actionable store-level decisions. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sky Canaves, Senior Analyst Blake Droesch, and Chief Revenue Officer at Trax David Gottlieb. Listen everywhere and watch on YouTube and Spotify.

Amazon Prime Day will be twice as long this year: The four-day sales event should boost sales and ad revenues, but growth will be hard to sustain long-term.

As hype over the asset class explodes, players want to capitalize on early-mover advantages

These can fuel more frequent debit card usage, helping these cards better compete against credit card programs