Amazon sees storm clouds ahead: The retailer's weak guidance raises red flags for a broad swath of companies—suggesting that retail headwinds could be more widespread than expected.

With a nearly endless selection of books, low prices, and speedy delivery, Amazon has revolutionized bookselling, making it challenging for everyone else to keep up. But retailers like Barnes & Noble and Bookshop.org haven’t given up the fight against the ecommerce giant. Here’s how they’re using their unique strengths to chip away at Amazon’s dominance.

Department stores face an uphill battle as discounters, online retailers take share: Our Industry KPIs show foot traffic declined during the holiday season, emphasizing the sector’s challenges.

Alphabet's cloud revenues disappoint, and capacity remains strained. Could hefty AI spending outpace its profits and potential cost savings?

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

Consumers won’t order toilet paper online unless it arrives quickly: That insight led Amazon to speed up shipments, a push that has made household essentials its fastest-growing category.

In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

Why Amazon is returning to X: Elon Musk’s growing political importance is attracting spenders back to the platform.

The price of its Mississippi data centers jumped 60% as infrastructure expenses rise for AI and cloud computing—costs that may trickle down to businesses and consumers.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.

Our benchmarking report series provides critical data to help retailers calibrate their own retail and ecommerce sales against the wider market.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Retail media’s growth will continue to be fueled by two complementary advertiser needs: the need for measurable sales, and the need for privacy-compliant data that can be used to reach consumers at the top or middle of the purchase funnel.

Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).

A series of major milestones are on tap for total media and digital media ad spending around the world in 2025, although growth will be uneven across countries and regions.

Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today—and how they could potentially be resolved.

Google takes aim at fake reviews: The company will improve detection and impose stricter penalties on UK businesses and individuals.

Amid economic uncertainty and trade concerns from abroad, Canada’s digital ecosystem is expected to remain strong, fueled by innovation from publishers, advertisers, and retailers.

Amid leadership upheaval and falling stock, it could be an attractive target for Amazon or Spotify, which could benefit from Sonos’ hardware expertise.