Retail & ecommerce briefing Trends & Statistics

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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.

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.

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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.

Costco pressures China suppliers to lower prices

Costco pressures China suppliers to lower prices

Article
Mar 18, 2025

Costco tries to shift tariff burden onto China suppliers: But that strategy comes with increasing risks as Beijing takes a more active role.

Over half of US consumers intend to use genAI when shopping online this year

Over half of US consumers intend to use genAI when shopping online this year

Article
Mar 18, 2025

GenAI is playing a bigger role in the shopping experience: Consumers are turning to AI tools for product recommendations, research, and inspiration.

Southwest’s new bag fees open the door for rivals to encroach on its turf

Southwest’s new bag fees open the door for rivals to encroach on its turf

Article
Mar 18, 2025

Rivals set their sights on Southwest Airlines customers: Frontier is temporarily offering perks that consumers associate with Southwest, including a free checked bag and no-fee flight changes.

The US-Canada trade war may be the final blow for Hudson’s Bay

Article
Mar 18, 2025

Hudson’s Bay looks to liquidate its stores: While the pandemic dealt a severe blow to its sales, the escalating US-Canada trade war may have delivered the final hit.

Pepsi acquires Poppi for $1.95 billion as consumers look for healthier options

Pepsi acquires Poppi for $1.95 billion as consumers look for healthier options

Article
Mar 17, 2025

Pepsi buys Poppi to hone its appeal to health-conscious consumers: The acquisition comes amid a broader portfolio shift in favor of “better for you” options.

Retail sales in China rise 4.0% YoY

Retail sales in China rise 4.0% YoY

Article
Mar 17, 2025

Beijing’s stimulus measures provided a boost to retail sales in February: But China’s economy isn’t out of the woods yet.

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