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Retail & Ecommerce

On today's podcast episode, we discuss why Nike isn’t doing all that well, how it can stay relevant with the competition, and which brands it could possibly learn from. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Zak Stambor and Analyst Rachel Wolff.

Global personal luxury sales will contract this year: That will be the first decline since the Great Recession as weak spending in China weighs on the broader market.

Like all consumers, for high-income consumers (earning $150,000 or more a year), the physical store is the top source of discovery, according to our US High-Income Consumers’ Path to Purchase 2024 report.

Marketers are interested in exploring upper-funnel tactics while continuing to invest in lower-funnel strategies, requiring retail media networks (RMNs) to provide a combination of ad formats for a full-funnel effect. In addition, marketers want access to high-quality data for better targeting and personalization, and look to RMNs for enhanced measurement and optimization techniques.

Western Union has become the latest financial company to launch a media network, joining the likes of Chase and PayPal. “The biggest advantage [financial media networks] have is just breadth. So, unlike a retail media network, they capture the entire spending history that a customer has,” said our analyst Maria Elm on an episode of our Behind the Numbers podcast.

Amazon is on a never-ending mission to speed up delivery: The retailer’s latest initiatives, including smart glasses and streamlined grocery fulfillment, will help cut costs and encourage shoppers to order more—and more often.

Square Loans, Cash App Borrow, and Afterpay were all bright spots that should yield longer-term growth

Alibaba and JD.com tout Singles Day successes, but the data is murky: While transactions rose 27% YoY, the sale was 10 days longer than last year, making it an uncertain gauge of consumer sentiment.

The tech will make it easier for consumers to choose how they pay— boosting the card’s already strong growth

On Holdings’s sales jumped 34% in Q3: The upstart’s efforts to boost brand awareness gave lucrative direct-to-consumer sales a lift.

Home Depot’s sales rose 6.6% in Q3: Those better-than-expected results stemmed from severe weather and warm temperatures in many parts of the US boosting demand.

Only 23% of younger shoppers plan to spend less this holiday season: That’s down from 31% last year as Gen Zers and millennials are eager to pull out their wallets.

On today’s podcast episode, we discuss what the arrival of SearchGPT means for the search universe, the best ways to market through emotion, what the November holiday shopping season storyline will be, what happens now we have reached “peak media”, the most suitable post-pandemic work arrangement, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Senior Analyst Blake Droesch.

Commerce media networks are expanding beyond retail into new verticals like travel and financial services, creating opportunities for targeted advertising using first-party purchase data. The key to growth will be achieving a delicate balance, and engaging—rather than alienating—consumers.

Firms must plan for regulatory changes across areas like BNPL, open banking, crypto, and credit cards

The inquiry could lead to yet another antitrust case against the payment networks

The capability should help boost Pix’s in-store volume, serving as a roadmap for the US’s FedNow to boost retail adoption

US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That’s good news for e.l.f. Beauty but an added struggle for Coty and Estée Lauder, for which China remains a hurdle.

Ralph Lauren and Tapestry sidestep luxury slowdown: The two companies beat expectations thanks to brand elevation efforts that resulted in higher AUR.

Under Armour’s turnaround gained momentum: But the company’s sales still fell 10% on a currency-neutral basis—a marked contrast with Puma, which reported a 5% jump in revenues.