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Retail & Ecommerce

Beijing’s stimulus measures provided a boost to retail sales in February: But China’s economy isn’t out of the woods yet.

Historically, brands used upper-funnel channels like connected TV (CTV) for brand awareness, while relying on lower-funnel tactics such as retail media to drive conversions. But with shoppable CTV ads, brands can do both, leveraging retail media network (RMN) data to target consumers across CTV platforms, connecting the moment of discovery directly to the point of purchase.

US restaurant sales rose just 1.5% YoY in February: That’s one of the troubling signs in February’s weaker-than-expected retail sales numbers.

On today’s podcast episode, we discuss the next waves to hit the streaming world: which platform will emerge as the streaming hub, how will “content tiers” change viewer behavior and subscriptions, and can streaming maintain sizeable enough audiences for awards shows and Presidential debates? Tune in to the conversation with Director of Podcasts and host Marcus Johnson, our Senior Editor Daniel Konstantinovic, and Vice President Paul Verna. Listen everywhere and watch on YouTube and Spotify.

Gen Z is feeling squeezed: High living costs are driving Gen Zers to spend nearly twice as much as they save, which is leading them to prioritize essentials.

The service advances Block’s goal of “banking our base” and could drive Cash App adoption.

Some Kohl’s stores no longer accept Amazon returns: The move, which the retailer says is a temporary test, suggests the partnership may have fallen short of expectations.

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. This week, teens want ads with products in action, consumers aren’t giving brands negative feedback, and St. Patrick’s Day doesn’t interest consumers as much as other holidays.

Ulta lost beauty market share for the first time in 2024: The retailer is relying on a new marketplace, enhanced omnichannel experiences, and international expansion to recover sales.

Nearly all marketers are concerned about Trump’s tariffs: The trade war is putting pressure on marketers—but there are some options to mitigate the damage to brands.

Luxury brands shake up their creative ranks: While Gucci is betting on provocateur Demna to revitalize its brand, Versace opts for a steadier path.

US retail media ad spending will increase 88.5% from 2024 to 2028, reaching $97.9 billion, according to a November 2024 EMARKETER forecast.

Consumers are confused about tariffs, and brands need to find a way to reach them with the right messaging about the potential for volatile pricing.

Retail media resilience: Brands continue investing in this ad channel, but rising expectations put pressure on their retail partners.

Banyan’s tech could help encourage Bilt cardholders to use their cards for more than rent—if the price is right.

Issuers are relying more than ever on this segment to bolster payment volume and revenues.

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

Target isn’t sitting still amid challenges: It’s bringing back Target Circle Week to boost sales and memberships now while planning 300 store openings over the next decade.