Consumers aren’t splurging on discretionary home improvement projects: That’s a big reason Lowe’s expects year-over-year sales to decline for 2024.

Home Depot’s sales rose 6.6% in Q3: Those better-than-expected results stemmed from severe weather and warm temperatures in many parts of the US boosting demand.

DoorDash partners with Lyft: The combination should make the delivery service a stronger competitor to Uber, which offers members of its Uber One service free food delivery and discounted rides.

Hasbro and Mattel’s cost cuts pay off: Despite sluggish demand, both companies beat analysts’ bottom-line expectations.

Failing to improve its consumer risk profile may lead to concerns with its proposed Capital One merger

September’s strong retail sales report underscores consumers’ resilience: Spending remains solid as higher-income households’ strength makes up for lower-income shoppers’ price-sensitive behaviors.

Their data is consistent with what other major US credit card issuers reported, suggesting the credit card recovery is still a ways off

Despite making frequent purchases, only 10% of customers are truly loyal to a specific brand, new research from Cardlytics found. Brands can boost growth by targeting nonloyal shoppers and increasing their spending share.

US inflation eased in September, but consumers remain anxious about their finances: Food prices and the cost of living keep shoppers on edge, even as most indicators point to healthy spending.

August retail sales data points to consumers’ continued resilience: While spending is healthy, shoppers remain deal-focused as they look ahead to the holiday season.

It urges stricter rules to protect minors from overspending in games like Fortnite and Minecraft.

Retailers faced no shortage of challenges in the first half of the year as elevated interest rates, the lingering effects of inflation, and a loosening labor market weighed on consumer spending. In this report, we’ll contextualize our coverage of retailers’ Q2 revenues across four key verticals: department stores, home, mass merchants, and off-price.

Mass affluent consumers are a $177.2 trillion global market that banks have struggled to serve. Now emerging technologies are finally enabling them to capture this lucrative demographic.

Target’s comparable sales rose for the first time in five quarters: While the retailer’s value-oriented focus hit the mark in Q2, Target took a “measured approach” with its outlook ahead.

A deluge of data has been fodder for all sorts of narratives about consumer financial health. We break down what’s really going on

While some consumers’ finances are improving, other consumers are falling deeper into debt

The company is setting itself up for long-term growth, but the looming threat of the swipe fee battle remains

Dynamic pricing plans risk alienating price-sensitive consumers: The mere possibility of variable prices is triggering anxiety over inflation and hurting trust in retailers

Prime Day 2024 shatters records yet again as consumers stock up on essentials: Shoppers spent $14.2 billion online, spurred by significant discounts and the chance to get a head start on back-to-school needs.

US ad spending is projected to grow 6.8% next year, surpassing $400 billion, according to EMARKETER’s forecast. Despite robust ad spending growth, AI tools, advancements in attribution, and cautious consumer behavior will add complexity for the latter half of 2024.