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Retail & Ecommerce

Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

Fresh off an FTC settlement, the platform now faces a data breach—fueling doubts about its security and jeopardizing its acquisition by Wonder Group.

In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

The year started with a flurry of commerce media news, from Meijer Media expanding into off-site channels to Microsoft’s new ad capabilities.

Retail mergers get the go-ahead: A judge cleared Tempur Sealy’s $4 billion Mattress Firm acquisition, setting the stage for a more permissive FTC.

Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.

Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.

Ecommerce will account for nearly a quarter (24.5%) of US beauty retail sales by 2028, according to our October 2024 forecast.

This week, online reviews convince Gen Zers, Valentine's Day breaks records, and where consumers learn about new products.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.

Amazon—the largest driver of spending in this channel—has recently seen modest retail media revenue growth relative to its past performance. As a result, we have revised our retail media forecast down from where it was in H1 2024.

Holiday spend, international transactions, and non-card payments boosted growth

Despite growing demand, the ACH Network may struggle to keep up this momentum as real-time competitors advance

The Super Bowl is one of the few collective experiences left: That’s why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.

Retail workers don’t have the same leverage they did a few years ago: But recent moves by Costco and Starbucks suggest that unions can exert some pull.

Rates are hovering around 7% and customers waiting to buy may need some alternative strategies.