Klarna rolled out tap to pay on iPhones and Androids across 14 European markets, expanding its reach for in-store purchases, per a press release. Rolling out tap to pay in Europe shows the Klarna’s ambition to secure seamless ways to check out for its users. With Klarna and Affirm already available in-store through Apple Pay in the US, BNPL providers have to weigh how much in-app tap to pay rollouts could gain traction among US consumers who are already accustomed to Apple Wallet—and what incentives could entice them to leave the Apple ecosystem.

On today’s podcast episode, we discuss the unofficial list of the most interesting retailers for the month of September, with a twist. This month ‘The Committee’ (Arielle Feger, Becky Schilling, and Emmy Liederman) put together a very unofficial list of the top eight most interesting back-to-college campaigns and activations. In this month’s episode, Committee members Analyst, Arielle Feger and Senior Director of Content, Becky Schilling will defend their list against Analyst, Rachel Wolff and Senior Analyst, Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

On today's podcast episode, we discuss the state of some of our 2025 predictions, including GenAI’s influence on business growth, the influence of China’s e-commerce disruptors, the squeeze on retail media networks, and more. Then, we offer a few more slightly spicier predictions for the remainder of the year ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President Suzy Davidkhanian and Senior Analyst Carina Perkins.

The news: The battle for streaming dominance is heating up between Netflix and YouTube, as both look to assert themselves in an increasingly crowded field. The platforms accounted for 20% of all TV viewing time in May, per Nielsen data. Our take: YouTube’s appeal as a (mostly) free platform means it’ll likely continue its dominance—but all hope isn’t lost for Netflix, which continues to lead in paid streaming offerings. YouTube’s ad-supported free model reinforces its lead against Netflix—but Netflix can compete better if it can justify its premium price with exclusive content and an improved user experience.

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.

We explore how banks can best leverage popular platforms to reach potential customers.

Despite slow US adoption and economic downturn affecting advertising, TikTok’s 1 billion daily users and Instagram’s exit from live shopping present opportunities for growth.

Information collected from customers’ online behavior provides endless opportunities to align with their financial needs.

Digital payment methods continue to displace cash and checks in the US payments ecosystem. But after a pandemic-driven crest, growth is moderating amid economic uncertainty, resetting the stakes for share of wallet.