US retail sales are falling back to Earth: After years of massive growth rates, we expect US retail sales to increase 2.9% this year.
Cross-border and B2B payments pushed up the network’s payments volume during fiscal Q2.
US retail sales will hit $7.334 trillion this year, according to our forecast, a growth of 3.3% YoY. “Where we’re headed is something of a new normal of slower growth,” said our analyst Zak Stambor.
Samsung has a golden opportunity to reverse its misfortune: Profits have plunged as inflationary pressures put its US expansion in jeopardy. Outdoing Nvidia on chips is a winning strategy.
Search ads and retail media to aid Western Europe advertisers: Economic uncertainty to bolster use of ad channels that can deliver solid returns in 2023.
November ad spend shows the pandemic boom is over: The typically lucrative period declined 8% year over year as the market finally stabilized after the pandemic.
US retail sales fell 0.6% in November: But spending on services like restaurants and travel continues to grow as shoppers prioritize experiences over physical goods.
US households boosted spending in October as inflation eased: That’s a positive harbinger for the holiday season.
Things aren’t all that bad for Big Tech: Sustaining pandemic-era revenues was likely never realistic. But major tech companies are still raking in enormous profits, despite Wall Street investors’ outcry.
The Great Tech Recession: Tech’s losses accrue with Twitter chaos and Big Tech bleeding money and workers. The industry is losing its connection with the consumers and talent who built it.
Apple sets a revenue record: After a bleak week for Big Tech, Apple shows strength in Q3 earnings. Backed by Mac, wearables, and a consumer spending uptick—it’s doing something right.
Issuers may need to balance meeting lending demand and protecting their balance sheets as more consumers hold onto credit card debt for longer.
July spending figures confirm the advertising downturn: The industry is pulling back from pandemic-era highs, and everyone is feeling the impact.
Retailers in Latin America will face a slew of macroeconomic challenges this year as rapidly changing market conditions weigh heavily on consumers’ minds—and wallets.
We’ve netted out three trends from earnings results in the US, the UK, and Canada. And it’s not all bad news.
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the state of consumer spending, inflationary pressures, and other numbers to keep an eye on. Then for "Pop-Up Rankings," we rank the top three companies that will ride out this time of economic uncertainty smoothly—and discuss one we think will have a tougher time. Join our analyst Sara Lebow as she hosts analysts Suzy Davidkhanian and Andrew Lipsman.
The ad industry braces for a rocky economy: The industry is anxiously watching consumer spending as purse strings tighten.
Consumers shift their spending from goods to services: US household spending rose at its slowest pace this year in May as inflation dragged on people’s purchasing power.
Consumers are returning to their pre-pandemic spending patterns: People are shifting their spending to services, which is leaving retailers with a slew of excess inventory.
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