Retail & ecommerce briefing Trends & Statistics

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Tariff concerns spur shoppers to accelerate consumer electronics purchases

Article
Mar 26, 2025

Consumers brace for tariff-related price hikes: Some take preemptive action, with 1 in 10 shoppers making a big-ticket purchase to sidestep rising costs.

UK consumers cut spending amid severe headwinds

Article
Mar 26, 2025

The UK economy is in a tough spot: Consumers are keeping a tight grip on their wallets as tariffs and government budget cuts loom.

Best Buy, Instacart, DoorDash expand retail media offerings to entice reluctant advertisers

Best Buy, Instacart, DoorDash expand retail media offerings to entice reluctant advertisers

Article
Mar 25, 2025

Advertisers have higher expectations for retail media networks: That’s fueling a wave of updates from Best Buy, Instacart, and DoorDash.

JPMorgan gives US merchants more BNPL options with Affirm partnership

Article
Mar 25, 2025

Affirm teams up with JPMorgan to expand BNPL reach: The partnership will help the fintech keep pace with Klarna and capitalize on growing demand for flexible payment options.

Retail bankruptcies and store closures open doors for discounters to expand

Article
Mar 25, 2025

Retail reshuffling opens doors for discounters: As struggling chains retrench, value retailers seize prime locations to expand.

The USTR’s plan to revive US shipbuilding faces resistance from nearly all sides

Article
Mar 25, 2025

The USTR’s plan to impose steep fees for China-built commercial ships is “more of a threat than tariffs”: Carriers could face millions in charges for each US port call—costs that will be passed on to retailers and, eventually, consumers.

Instacart leans on AI to juice slowing ad sales

Article
Mar 24, 2025

Instacart adds AI-powered tools for advertisers as ad growth slows: The new features make it easier for brands to create and optimize campaigns.

RTO policies boost demand for downtown QSRs

RTO policies boost demand for downtown QSRs

Article
Mar 24, 2025

The pandemic was catastrophic to many downtown QSRs: But demand is returning as workers go back to their offices.

Walmart’s metaverse investments continue with immersive Minecraft experience

Article
Mar 24, 2025

Walmart is all in on metaverse commerce: The retailer partnered with Minecraft on an immersive gaming experience.

Industry KPI data shows Amazon gained digital traffic amid February boycott

Industry KPI data shows Amazon gained digital traffic amid February boycott

Article
Mar 21, 2025

Amazon outperformed rivals during February 28 economic boycott: Industry KPI data shows Walmart's and Instacart's online traffic declined.

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Nike’s turnaround could take longer than expected

Nike’s turnaround could take longer than expected

Article
Mar 21, 2025

Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

Wayfair doubles down on brick-and-mortar retail

Article
Mar 21, 2025

Wayfair to open a 150,000-square-foot store in Atlanta: The retailer’s physical stores act as three-dimensional billboards, driving sales by keeping the brand front-of-mind.

PDD blames domestic competition and global uncertainty for weaker-than-expected Q4

Article
Mar 20, 2025

Temu parent PDD’s growth is slowing: The retailer is struggling to navigate sluggish domestic spending and external challenges to its business model.

Retailers lean on tentpole events to build loyalty, attract cost-conscious shoppers

Article
Mar 20, 2025

Amazon, Target, Walmart, and Wayfair launch spring sales: Retailers are likely to lean on tentpole events to drive cost-conscious shoppers to spend.

Slumping consumer confidence isn’t affecting restaurant demand, Darden says

Slumping consumer confidence isn’t affecting restaurant demand, Darden says

Article
Mar 20, 2025

Darden expects consumers to keep splurging on restaurant meals despite uncertainty: But dining out could be one of the first indulgences to go once tariff-related price hikes take effect.

Alimentation Couche-Tard continues its dogged pursuit of 7-Eleven

Article
Mar 19, 2025

Alimentation Couche-Tard is determined to buy 7-Eleven parent Seven & i amid c-store headwinds: The two companies are discussing divestitures, but antitrust concerns could scuttle the deal.

Consumers’ pullback on snacking is creating a significant challenge for General Mills

Consumers’ pullback on snacking is creating a significant challenge for General Mills

Article
Mar 19, 2025

Economic uncertainty ate into General Mills’ quarterly results: Consumers’ sharp focus on value is causing them to consume fewer snacks.

Forever 21 plans shift to ecommerce following second bankruptcy filing

Article
Mar 19, 2025

Forever 21’s long-shot plan to emerge from bankruptcy involves copying Shein: The fast-fashion retailer plans to adopt an ecommerce-only model if it fails to find a buyer to manage its stores.

Tariffs create an opportunity for secondhand apparel to gain share

Tariffs create an opportunity for secondhand apparel to gain share

Article
Mar 19, 2025

Secondhand apparel delivered its strongest annual growth since 2021 last year: The category is poised to continue its up-and-to-the-right trajectory as tariffs push up the price of new clothing.

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