On Running is bullish after growing sales 91.4% YoY during the holiday quarter: But Nike’s strong Q3 performance underscored its position as the dominant sneaker brand on the market.

Adidas will rely on wholesale to help dig it out of its Yeezy hole: But weak demand from retail partners could delay its comeback.

We asked our analysts which companies they have their eyes on this year and why they’re positioned for potential success (or disaster). The Kroger Co., for example, is leveraging its digital offerings to scale its business, while Nike may pivot back to wholesale to stay competitive.

Amazon was the most downloaded mobile shopping app in the US in 2022 as its reach continued to grow. Closing in on Amazon was Shein at No. 2, followed by Walmart, Fetch, and Shopify’s Shop app.

Retailers' Q3 earnings show signs of optimism ahead of the holiday season: Foot Locker, Dick’s Sporting Goods, Best Buy, and American Eagle each beat expectations as shoppers continue to spend.

Consumers now expect more from brands and their loyalty programs, which need to incorporate value, ease of use, and personalization to stand out in a crowded market.

Nike and Apple eye opportunities in the metaverse: Nike is opening an online store and trading platform for digital sneakers, while Apple is reportedly working on its own virtual environment.

The personal luxury goods sector is riding a wave of high demand in the US and China, buoyed by wealthier consumers who are relatively immune to the impact of price increases. But brands will need to appeal to the rising Gen Z consumer, as well as strengthen loyalty among their most important customers.

In December 2021, Insider Intelligence analysts published their top five retail trends for 2022, detailing our predictions for the upcoming year. But 2022 has been anything but predictable. In this Analyst Take, we revisit those trends to find out what’s changed, what’s stayed the same, and how we’re thinking about five of retail's biggest trends amid this era of uncertainty.

Our Retail Reimagined podcast team talked connected fitness this week. Here are the highlights.

On today's episode, we discuss the most interesting thing about Amazon's recent performance, how its ad business is fairing, and why the retail giant bought a robotics company. "In Other News," we talk about why Facebook is moving away from live shopping and what to make of the new Nike Style store. Tune in to the discussion with our analyst Andrew Lipsman.

Just 7% of US consumers who exercise expect to work out entirely at a gym or studio for the next year. By comparison, 42% plan to exercise only at home, while the rest anticipate using some combination of the two.

Nike wants Big Tech’s layoffs: In a shift to direct sales, Nike is spending big to lure technologists. It’s a trend that could diminish the tech sector’s pull on workers.

As digital fitness goes mainstream, leading brands Nike, lululemon athletica, Peloton, and Apple are trailblazing a path for lifestyle brands toward a more profitable future.

This year, 42.6 million US adults will use a connected fitness platform such as Peloton at least once a month. This figure ballooned from 24.0 million in 2019.

Plagued with supply chain issues and climbing operating costs, the first half 2022 has put footwear on its heels.

There are fewer retail vacancies than any time in 10 years: Retailers are testing new formats and expanding their physical presences to be closer to where consumers live and shop.

This year, 64% of consumers worldwide—or as many as 1.70 billion digital buyers of the 2.65 billion we forecast—will regularly buy directly from a brand, up 15 percentage points from 2019.

Subscription models are driving customer loyalty in online sales of groceries and other essential goods, but fatigue among consumers threatens long-term growth.

Nike’s shift to D2C gives other sportswear brands an opening: Adidas, Reebok, Allbirds, and more are jockeying to take Nike’s place on store shelves.