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Retail & Ecommerce

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing how retailers will be restructuring their commerce media teams and focusing on hard launching their in-store retail media capabilities. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, along with Analyst Arielle Feger and Principal Analyst Sarah Marzano.

The platform aims to woo more sellers by proving it can drive significant sales, in addition to viral trends.

Earlier this month, the Trump administration released its latest Dietary Guidelines for Americans, marking a shift in nutrition guidance toward whole foods, protein-rich diets, and reduced consumption of added sugars and highly processed foods. These changes may shape consumer expectations and food industry strategy over the next five years, influencing purchase decisions, brand trust, and competitive positioning across the food ecosystem.

Pinterest shifts to yield; its leadership change reinforces focus on performance, commerce, and higher ARPU.

The athleisure retailer pulled yet another line of leggings after complaints that they were too sheer.

AI tools are now shaping real shopping decisions, not just aiding product discovery or big-ticket buys.

Given the economic climate, value will remain top-of-mind for most consumers through this year. And retailers can tailor loyalty programs and other promotions to answer some economic challenges caused by tariffs and rising prices.

“The way retail media has historically been built has been about setting up an advertising business on a retailer’s owned and operated digital channels,” said our analyst Sarah Marzano on an episode of The CPG Guys.

This FAQ covers how consumers shop on social platforms and what it means for brands.

Proposed levies on key allies will lead to higher prices and deepen uncertainty for retailers.

Alleged fraud and tax issues stall projects and slow Lunar New Year marketing at a challenging time for PDD.

Rent installment loans push BNPL into a high-stakes niche as providers chase more spend per user.

Each is borrowing from the other’s playbook as they race to dominate ecommerce.

The move targets Gen Z and thin-file consumers who prefer debit and avoid revolving debt.

Supporting Google’s Universal Commerce Protocol signals a deeper bet on agentic commerce and AI-driven payments.

The first year of Trump’s second term has brought disruption and uncertainty, reshaping retail, media advertising, tech, health, and financial services.

Trump’s tariff era hits retail unevenly as higher-income shoppers continue spending, but lower-income households feel the squeeze.

71% of US marketers say establishing ethical and privacy standards should be the top priority when preparing for a future where consumers delegate tasks to AI agents, according to an October 2025 survey from the Association of National Advertisers and The Harris Poll.