So far this year, there’s been Google versus Microsoft and TikTok versus … well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.

Healthy growth will obscure the upheaval that retail media’s evolution is causing. Retailers racing to think more like publishers—and brands trying to rethink the value of retail media—are feeling some strain.

A year in, Buy with Prime is struggling to attract retailers: Opposition from Shopify and UX limitations are keeping merchants away, despite the opportunity to reach Amazon Prime users.

Online fashion resale remains a fast-growing retail channel despite ongoing economic headwinds—and Gen Z is the driving force. How can brands and retailers venturing into fashion resale find success amid pullbacks on discretionary spending?

Gen Zs are more likely to start their shopping journey on TikTok than Google: They’re also less likely to cut back on discretionary spending, despite inflation.

In an unlikely collaboration, Zappos and Sephora join forces: The partnership gives Sephora access to Zappos’ considerable shopper base, but may benefit the latter more as demand for beauty grows.

On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.

As consumers continue to grapple with inflation and economic uncertainty, our inaugural forecast shows that the US resale market will remain one of the fastest-growing segments in retail.

Walmart looks to improve its online shopping experience: The retail giant cut down clutter on its revamped website and app to entice shoppers to browse and buy.

Kohl’s, Michaels, and others launch third-party marketplaces to boost shopper appeal: At the same time, Wish, Zalando, and Amazon are focusing on improving customer satisfaction and reducing returns.

Ad-supported video gains viewership, time spent on digital video surpasses TV, and streaming services pivot from audience growth to profitability.

Pacvue expands beyond retail media to offer retailers a holistic ecommerce solution: The goal is to provide some consolidation in a highly fragmented, competitive marketplace.

Amazon will gain the most share in health and personal care.

Smaller retailers are gaining share and reshaping the ecommerce landscape, but will they be able compete with giants like Amazon?

Billions of dollars are flowing to generative AI startups: High barriers to entry and a hard road to profitability mean a select few companies will eventually dominate a powerful market.

Amazon can stake a claim as one of Canada’s top mass merchants, even without having physical stores. It has reached this milestone after more than three years of accelerated retail ecommerce in the country.

Health and personal care will drive growth but won’t be enough to improve Amazon’s share of the overall US ecommerce market.

The Wall Street lender’s pilot shows the space is maturing and could prompt other banks to launch their own biometric products.

Social platforms are gaining in search: More US consumers are researching products on TikTok, YouTube, and Instagram, which could bode ill for Amazon and Google.

On today's episode, we discuss what more job cuts at Amazon could mean for the company, Utah's proposed ban on social media companies serving ads to minors, the Academy Awards' viewership in the age of streaming, Uber's next advertising venture, how to keep a 70-year-old brand (like Clue) alive, how humanoid robots are already here, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.