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Retail & Ecommerce

Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.

Amazon reevaluates social commerce ambitions with Inspire shutdown: The retailer is prioritizing Rufus and shoppable partnerships with TikTok and other platforms.

AppLovin is setting its sights on ecommerce: Executives plan to attract spenders and grow revenues with a slew of ad product launches.

President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.

As younger consumers grow increasingly comfortable with abstinence, and the non-alcoholic sector grows, brands and retailers should reconsider how to approach Dry January.

Netflix sets record with 8.6% of TV viewing as sports fuel broadcast growth: While streaming dominated at 42.6% market share, NFL and college football content helped push broadcast TV up 5% in January.

On today’s podcast episode, we discuss the elements of the Lego flywheel, how its remained relevant across demographics, and what other brands and retailers can learn from its success. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Senior Analyst Zak Stambor.

Social commerce has the potential to go mainstream for luxury. More than 40% of respondents overall said they had used or were interested in using social media channels to buy luxury products.

Retailers redefine themselves through M&A: Capri, Tapestry streamline their portfolios, while Wrangler owner Kontoor Brands adds Helly Hanson to strengthen outdoor and workwear segments.

2025 will be the year of “true co-branded storytelling” for retail media creative formats, according to Brian Monahan, global client president, head of retail media solutions at Dentsu.

The bank will start blocking more transactions that originate from social media

TikTok Shop’s sales soared 153% in January: The video app’s social commerce arm is eating into Shein’s market share, adding to the hurdles facing the fast fashion company.

About one-third of US small businesses charge customers to accept card payments. Bigger retailers doing the same could hurt issuers

Walmart and Kroger would be hit hard by SNAP benefit cuts: Democratic lawmakers warn Republicans could make steep cuts to food assistance, producing significant challenges for grocers.

Coca-Cola takes on Olipop, Poppi: The company is getting in on the “better for you” trend with Simply Pop, a high-fiber, low-sugar prebiotic soda.

Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.

"Sam's Club's in-store experience is really smooth, easy, and elegant thanks to technology," our analyst Zak Stambor said on a recent "Behind the Numbers: Reimagining Retail" podcast.

On today’s special edition podcast, we discuss the evolution of creator content, how content is migrating off social channels, brand partnerships and the implications of AI on content. Join Vice President and Principal Analyst, Jasmine Enberg as she hosts Nicole Weltman, Head of Social from Taco Bell, Bryan Reisberg, Creator, CEO, and Co-Founder of Little Chonk, and Sarah Crockett, Senior Vice President and CMO of DSW. Listen everywhere and watch on YouTube and Spotify.

Adoption will spike by 82.1% from 2024 to 2026—but from a very low base. This translates to only 2.6% of the population using cryptocurrency payments in 2026, affirming its status as a nascent-stage payment option.