Retail & ecommerce briefing Trends & Statistics

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US private labels ate into national brands’ share in 2025

Article
Jan 21, 2026

They grew faster, expanded share, and hit record sales amid consumers’ rising focus on value.

Amazon and Walmart diverge on AI but converge on competitive strategy

Amazon and Walmart diverge on AI but converge on competitive strategy

Article
Jan 20, 2026

Each is borrowing from the other’s playbook as they race to dominate ecommerce.

China deepens investigation into Temu parent PDD

Article
Jan 20, 2026

Alleged fraud and tax issues stall projects and slow Lunar New Year marketing at a challenging time for PDD.

Retailers brace for fallout as Trump targets EU goods

Retailers brace for fallout as Trump targets EU goods

Article
Jan 20, 2026

Proposed levies on key allies will lead to higher prices and deepen uncertainty for retailers.

Sephora taps Olive Young to scale K-beauty as demand surges

Article
Jan 20, 2026

The retailer is partnering with Korean beauty giant Olive Young to grow its selection and keep Ulta and Amazon at bay.

One year into the Trump administration, retail faces evolving tariffs, uncertainty

One year into the Trump administration, retail faces evolving tariffs, uncertainty

Article
Jan 17, 2026

Trump’s tariff era hits retail unevenly as higher-income shoppers continue spending, but lower-income households feel the squeeze.

Industry KPIs: Retail display ad pricing held steady ahead of peak selling season

Industry KPIs: Retail display ad pricing held steady ahead of peak selling season

Article
Jan 16, 2026

Retail display ad pricing held steady heading into the 2025 holiday season, even as ad spending surged across major categories, according to our Industry KPI data.

Protein is top-of-mind for shoppers and brands in 2026

Article
Jan 16, 2026

Dunkin’, Starbucks, and Walmart are among those looking to capitalize on “better for you” food trends.

Walmart taps ecommerce chief to head US business in signal of digital-first future

Article
Jan 16, 2026

The retailer’s leadership reshuffle signals a long-term bet on agentic commerce and faster, AI-fueled retail.

A single strong month isn’t enough to pull housing out of its slump

Article
Jan 15, 2026

Retailers can’t bank on a housing rebound just yet.

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CPG data provider Spins acquires MikMak

Article
Jan 15, 2026

The deal promises to give brands a clearer view of how marketing drives both clicks and carts.

Ecommerce returns will rise to $379 billion this year despite stricter policies

Ecommerce returns will rise to $379 billion this year despite stricter policies

Article
Jan 15, 2026

Retailers find stricter return policies risk alienating shoppers and fueling dishonest behavior.

Richemont ended 2025 on a high amid surging interest in luxury jewelry

Article
Jan 15, 2026

Cartier and Van Cleef & Arpels fueled double-digit growth for the luxury company as hard luxury outshone soft goods in 2025.

Amazon pressures suppliers for price concessions as tariff fears fade

Article
Jan 14, 2026

Amazon is pushing suppliers to cut prices amid lower China duties and questions over tariffs’ legality

India challenges the ultra-fast delivery model, raising questions about its viability

Article
Jan 14, 2026

Retailers need to strike the right balance between speed and sustainability.

Saks Global enters Chapter 11 with little room for error

Article
Jan 14, 2026

With vendors wary and cash tight, Saks’ revival won’t come cheap.

Sandwich chains look to shake up operations to fight slumping sales

Article
Jan 14, 2026

Brands try to bolster value and innovate to win cost-conscious customers.

US retail sales beat expectations as holiday deals drive discretionary gains

Article
Jan 14, 2026

November retail sales beat expectations in the US, but consumers in the UK, EU, and China are displaying signs of caution.

Delta buoyed by premium growth, but broader travel outlook is uneven

Delta buoyed by premium growth, but broader travel outlook is uneven

Article
Jan 13, 2026

Delta leans into premium demand as broader travel industry shows signs of strain.

Grocery prices surge in December, marking the largest MoM increase since 2022

Article
Jan 13, 2026

A 0.7% MoM spike in December is testing consumers' wallets and retailers' pricing strategies.

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