Kroger’s sales sag as grocery prices stabilize: That new state of play could drive the grocer to look to high-margin retail media to drive growth.

Best Buy believes we’ve hit a low point in tech demand: The combination of inflation and shifting spending patterns has made for a tough environment for the consumer electronics retailer.

Inflation forces judicious consumers to get more judicious with streamers: Netflix thrives with strategic moves, while others invest heavily in content.

Our first-ever marketing and retail media survey explores the latest trends unfolding in Latin America, how the regional landscape will evolve, and the broader implications for ad buyers’ and retailers’ go-to-market strategies.

But the metric doesn’t take into account the full picture of consumers’ financial health

Retail sales growth is slowing in Western Europe as the economic crisis takes its toll on consumer confidence, but ecommerce sales are bouncing back after last year’s decline.

US retail and ecommerce sales are getting back to their pre-pandemic growth trajectories, but consumer spending may be stunted amid ongoing economic uncertainty.

Apparel and consumer electronics could get a boost from the back-to-school and holiday seasons. But home improvement may have a ways to go before the category rebounds.

Double-digit inflation and stagnant economic growth have hit Latin America’s retail industry. Retail ecommerce sales growth in the region decelerated to its slowest rate on record last year, but we expect it to reaccelerate in several key markets. Here are our latest forecasts, along with new breakouts for Chile, Colombia, and Peru.

UK retail sales are performing better than expected, with consumers still spending despite high inflation—but ecommerce will lose further share this year as shoppers continue returning to stores and cut nonessential spending.

Growing debt, high interest rates, and recessionary threats could spell trouble despite the positive spending patterns

How shoppers buy groceries online is changing: As consumers grow more cost-conscious, pickup’s share of digital grocery orders rises.

We expect back-to-school sales to rise 2.9%: While that’s a far cry from rates over the past two years, it is markedly higher than in 2019.

Arecession would put more than $200 billion in credit card issuer revenues at risk. Issuers must be fully prepared for weakened consumers hobbled by unemployment, depleted savings, and extra debt payments. And they should prepare for the toll that deteriorating credit card spending and loan risk could take on charge-off rates, merchant fee revenues, and interest income

Ad spend across digital channels has been mixed so far this year, with spend on social networks slowing and connected TV spend boosted by new ad-supported subscription tiers. Meanwhile, retail media is diversifying at a rapid rate as nonendemic retailers get in the game

Amazon Prime Day is off to a good start: Average order size so far is up over 7.7% compared with 2022; we expect total sales to top $8 billion.

Gen Z’s buying power is rapidly growing: Food and beverage companies looking to cater to the demo’s unique tastes can’t do so without incurring some risks, however.

Deep discounts may drive consumers previously holding back on big-ticket or discretionary purchases to splurge, while parents will keep an eye out for back-to-school deals. Walmart, Target, and Best Buy may see Prime Day-driven boosts in physical store traffic.

On today's episode, we discuss the implications of the Federal Trade Commission thinking Amazon tricked customers into signing up for automatically renewing Prime subscriptions, whether it makes sense for companies to force livestream shopping on Americans, if speciality stores really work, the impact of Facebook and Instagram restricting news access in Canada, whether reduced inflation can save the day, what a real work-life balance looks like, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Evelyn Mitchell-Wolf.

The cost-of-living crisis is forcing UK consumers to change where they shop to save money. To attract and keep customers, retailers and brands across all sectors need to invest in loyalty programs—and understand what shoppers want from them.