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Retail & Ecommerce

Canadian consumers boycott American products as tariff threat looms: Anti-US sentiment is pushing consumers to buy local—a trend likely to continue in countries targeted by Trump’s tariffs.

Brand strength bubbles up: Even as inflation squeezes budgets, many consumers are not trading down from name-brand sodas.

Connected TV (CTV) is now an integral part of retail media. Media networks can offer rich third-party data, while CTV platforms have advanced targeting capabilities and an engaged audience. But just how big is the opportunity?

On today’s podcast episode, we discuss how Amazon has made themselves even more essential to customers, why “they can’t make physical stores work”, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

Prada nears €1.5 billion deal to acquire Versace: The move would give the luxury company broader appeal as spending cools.

This week, small businesses express concerns about President Trump’s policies, private label brands gain traction, and Gen Z embraces AI for shopping. Meanwhile, TikTok music influences purchases, and excessive advertising drives cart abandonment.

Neiman Marcus is the latest department store to shutter a prominent flagship location: The closure highlights legacy retailers’ struggles to adapt to the shifting retail environment.

They have higher customer satisfaction rates, adding to the competitive pressures

Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.

Sponsored content from influencers can help the payments network as it tries to build brand awareness among younger consumers

Over half of Gen Zers discover products primarily on TikTok and Instagram: Google’s relevance is fading as social search takes over.

Old is the new new: Across food and fashion retail, brands lean on nostalgic goods and practices to win over shoppers as inflation worries rise.

On today’s podcast episode, we discuss how GenAI is changing the customer shopping journey the most, the impact of AI agents, and how to maintain brand messaging in a more conversational universe. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, our Analyst Jacob Bourne, Vice President Suzy Davidkhanian, and Global Digital Commerce Senior Director, Strategy & Execution, Todd Hassenfelt. Listen everywhere and watch on YouTube and Spotify.

Google’s latest move disrupted product review sites: That change challenged retailers reliant on those sites’ affiliate traffic.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.

The BNPL player’s revenues doubled in Q4 thanks to users’ more frequent purchases

US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.

Despite an industrywide push to grow via nonmerchant partnerships, BNPL players still rely on individual deals to reach large merchants

Amazon is weaving shoppable video ads into its Rufus AI chatbot, creating a frictionless way for brands to capture shoppers' attention and drive conversions within search results