Amazon’s Prime Big Deal Days failed to spark early holiday shopping, with only 23% of consumers buying holiday items and just 7% picking up Halloween goods, according to a Numerator survey. Most shoppers used the event for everyday essentials, apparel, and beauty products rather than seasonal purchases. Despite 59% planning future holiday buys on Amazon, many were cautious due to inflation and economic concerns. With weaker engagement and no sales statement from Amazon, this year’s event likely underperformed expectations, highlighting a shift toward more deliberate, budget-conscious consumer behavior ahead of the holidays.

Delta expects another record-breaking holiday season as the airline’s affluent customer base spends big on domestic and international travel. However, the travel industry is in a far more uncertain state than Delta’s upbeat earnings suggest. Softening demand from low- and middle-income consumers and international visitors is weighing heavily on the airline and hospitality industries, while the government shutdown could also prove painful.

PepsiCo is scrambling to overhaul its portfolio in response to pressure from the “Make America Healthy Again” movement and activist investor Elliott Investment Management. CPG giants like PepsiCo are having a difficult time staying current with the rapidly shifting food landscape. Food trends are emerging faster than ever, while few last the test of time—making it challenging for brands to determine where to focus their resources. As the trend cycle speeds up, CPGs must be nimble to avoid losing share. Selling off non-core assets and splitting up could help reduce organizational bloat, but companies must also prioritize innovation to ensure they can stay relevant as demand shifts.

Fast Retailing, the parent company of Uniqlo, reported record profits for the fiscal year ended August 31, with sales up 9.6% and operating income rising 12.6%, surpassing forecasts. Growth was driven by strong performance in North America and Europe, where revenues jumped 24.5% and 33.6%, respectively. As China’s economy slows, the company is accelerating expansion in Western markets with new flagship stores planned in major cities. Despite potential challenges from US tariffs, Uniqlo’s focus on value, strategic retail investment, and market discipline positions it to gain share as rivals face rising regulatory and cost pressures.

Apparel companies that don’t adjust their merchandising strategies in response to rising GLP-1 usage could be stuck with up to $5 billion in excess inventory and costs, according to a report by Impact Analytics. While there are indications that rising GLP-1 adoption is increasing demand for smaller sizes, that shouldn’t be an excuse for brands to reduce plus-size production or jettison inclusive sizing. Companies that move too aggressively to reduce plus-size assortments could alienate customers and lose sales.

Domino’s and Pizza Hut have both unveiled brand refreshes designed to modernize their images while maintaining customer familiarity. Domino’s introduced its first major update in 13 years, featuring a brighter logo, redesigned uniforms, packaging, signage, and a new jingle performed by country artist Shaboozey. Pizza Hut refined its classic red roof logo with a streamlined, all-red look. While Domino’s update comes amid rising sales, Pizza Hut’s follows a period of decline. Together, their moves reflect how timely design updates can redefine consumer expectations and keep legacy brands feeling current in a competitive market.

Gap, Inc. launched a creator platform, the latest move among retailers tapping influencers to extend their cultural reach and attract new customers. Retailers like Gap need creators to stay relevant with consumers—especially younger audiences that get much of their shopping inspiration on social media. But to attract those influencers, companies need to make sure that their incentives measure up. Free products are a good start, but offering sales commissions—as Gap and Lowe’s do—will bring creators on board and keep them in the fold.

Amazon is closing four Fresh supermarkets in Southern California, following earlier shutdowns and a UK conversion of all Fresh stores into Whole Foods locations, signaling potential retreat from its mass-market grocery experiment. Despite Fresh’s struggles, CEO Andy Jassy remains bullish on grocery, focusing on expanding same-day delivery and launching the low-cost Amazon Grocery line to attract inflation-hit shoppers. Yet Amazon’s limited physical footprint—far smaller than Walmart’s or Kroger’s—continues to hinder its offline ambitions. While digital efforts show promise, the company still lacks a cohesive grocery formula without a major acquisition.

This year’s Amazon Big Deal Days sale is shaping up to be another success, according to multiple forecasts. Bain and Adobe both forecast healthy growth, while we expect Amazon's ecommerce sales to rise 8.8% YoY to $8.84 billion. A strong consumer appetite for October sales could bode well for the holiday season, although we—and most other forecasters—expect growth to slow as uncertainty weighs on spending.

OpenAI is now allowing users to connect to select third-party apps within the ChatGPT interface. The integrations expand the chatbot’s utility while encouraging users to spend more time within the platform. Consumers may not yet be willing to make transactions within ChatGPT, but they are open to its recommendations. ChatGPT’s integrations with Expedia and Booking.com could transform how people approach trip planning, all while siphoning more traffic from Google—and familiarizing users with the idea of making more purchasing decisions with the help of AI.

Ikea’s parent company Ingka Group is acquiring US logistics tech firm Locus to strengthen its ecommerce operations and speed up deliveries. Locus’ AI-driven tools will optimize route planning, real-time tracking, and resource use, potentially saving Ikea around €100 million annually. The deal reflects Ikea’s push to improve digital experiences and compete with online retailers like Wayfair as ecommerce rises to 28% of sales. Combined with its smaller urban stores and new retail partnerships, the investment underscores Ikea’s strategy to create a more flexible, customer-focused model for long-term growth in the US market.

United Airlines teamed up with Instacart to give its loyalty program members sweetened perks like free grocery delivery and bonus miles. The $0 delivery fee—what United calls a first for an airline—applies on orders placed just before, during, or shortly after a domestic flight. Loyalty program participants can also earn miles for setting up new Instacart+ memberships and for linking their United and Instacart accounts.The United-Instacart collaboration is more than just a marketing tie-up. It shows how companies are responding to the desire for more flexible loyalty programs and sets the stage for more cross-industry ties among retailers, travel companies, and other industries.

The US beer industry is experiencing a rare downturn after years of steady growth, with overall sales down 1.2% and craft beer slipping 3.9% year over year. Constellation Brands has been hit particularly hard as inflation and immigration pressures strain Hispanic consumers, a key market for its Mexican beer portfolio. Sales of Modelo, Corona, Pacifico, and Victoria have all fallen, but new products like Corona Sunbrew and Corona Non-Alcoholic are gaining momentum. To stay competitive, breweries are learning that agility, innovation, and responsiveness to shifting tastes are now essential for long-term growth.

Adobe Analytics projects US holiday ecommerce sales to grow 5.3% year over year to $253.4 billion, marking a sharp slowdown from last season’s 8.7% gain as higher prices and cautious consumer sentiment curb spending. Retailers are expected to mirror last year’s steep discounts, using strategic markdowns to entice shoppers toward higher-value purchases. At the same time, AI-powered shopping and social commerce are transforming buying behavior, with AI-driven traffic forecast to jump 520% and social sales up 51%, reshaping how consumers discover and decide what to buy.

DoorDash rolled out a series of updates to make it easier for advertisers to purchase inventory and measure campaigns. Intermediaries like DoorDash are benefiting from advertisers’ frustrations around walled gardens and measurement challenges. We expect US commerce intermediary media network ad spending to jump 20.2% this year to $2.74 billion—nearly 40% higher than the combined retail media revenues of Target, eBay, and Etsy.

Drone delivery is finally taking flight in the US, with major quick-service chains launching pilot programs to test airborne burrito and chicken deliveries. Uber Eats and Flytrex plan drone pilots by late 2025, while Dave’s Hot Chicken, Chipotle, and GoTo Foods are running tests across California and Texas with partners like Matternet, Zipline, and Wing. Looser regulations and better tech are driving momentum, though most efforts remain small-scale. Still, even if drone delivery doesn’t revolutionize logistics, the buzz positions these brands as forward-thinking innovators gaining valuable PR lift.

Starbucks and Target tapped into the buzz around the release of Taylor Swift’s latest album, “The Life of a Showgirl,” to help fuel their turnaround. The stakes are high for both companies as they struggle to get customers excited about their offerings. At the same time, the question for both Starbucks and Target is whether they can turn the short-term bump into lasting growth.

Jack in the Box introduced an in-app, AI-powered “choose your own adventure” game to deliver more deals to customers and increase engagement. More quick-service restaurants (QSRs) are turning to gamification to reverse slumping traffic, spotlight value offerings, and attract more diners to their apps. Offering gamified experiences is an effective way for QSRs—and even retailers—to get new customers into their orbits while encouraging existing ones to order more frequently.

One out of every four new McDonald’s stores is located in Texas, per Bloomberg, as the fast-food chain aligns its footprint with US population trends and races toward its goal of 50,000 locations worldwide by 2027. Companies should be constantly reevaluating their store portfolios to ensure they align with demographic trends. Failing to respond to population shifts could cause brands to lose relevance, particularly in fiercely competitive sectors like fast food.

OpenAI’s launch of Instant Checkout, which enables direct purchases through ChatGPT, has triggered a competitive push among ecommerce giants to streamline online shopping. Google unveiled AI Mode, allowing conversational product searches, Amazon introduced Add to Delivery for one-tap Prime orders, and Meta rolled out Business AI to enhance chat-based shopping across its platforms. While Instant Checkout currently supports only single Etsy purchases and lacks utility for everyday shopping, its debut signals the potential of AI-driven commerce. For now, Amazon and Google’s scale and infrastructure give them the edge, but the arms race to own the purchase path is intensifying.