Retail & ecommerce briefing Trends & Statistics

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Shopify acquires Vantage Discovery to offer merchants genAI-enhanced search

Article
Mar 17, 2025

Shopify is on an AI acquisition spree: The company’s latest purchase, Vantage Discovery, will enable it to offer brands genAI-powered search capabilities and improved product discovery.

US consumers spent at a slower-than-expected pace in February

Article
Mar 17, 2025

US restaurant sales rose just 1.5% YoY in February: That’s one of the troubling signs in February’s weaker-than-expected retail sales numbers.

Gen Z balances growing spending power with financial strain

Gen Z balances growing spending power with financial strain

Article
Mar 14, 2025

Gen Z is feeling squeezed: High living costs are driving Gen Zers to spend nearly twice as much as they save, which is leading them to prioritize essentials.

Gucci takes a creative risk with Demna appointment while Versace relies on a familiar playbook

Article
Mar 14, 2025

Luxury brands shake up their creative ranks: While Gucci is betting on provocateur Demna to revitalize its brand, Versace opts for a steadier path.

Kohl’s quietly begins to pull back from its Amazon partnership

Article
Mar 14, 2025

Some Kohl’s stores no longer accept Amazon returns: The move, which the retailer says is a temporary test, suggests the partnership may have fallen short of expectations.

Ulta plots marketplace launch as beauty demand normalizes

Ulta plots marketplace launch as beauty demand normalizes

Article
Mar 14, 2025

Ulta lost beauty market share for the first time in 2024: The retailer is relying on a new marketplace, enhanced omnichannel experiences, and international expansion to recover sales.

Brands look to get more out of their retail media spending

Article
Mar 13, 2025

Retail media resilience: Brands continue investing in this ad channel, but rising expectations put pressure on their retail partners.

Dollar General shoppers are pulling back on everything except the essentials

Dollar General shoppers are pulling back on everything except the essentials

Article
Mar 13, 2025

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

Estée Lauder—and its rivals—turn to India as beauty sales surge

Estée Lauder—and its rivals—turn to India as beauty sales surge

Article
Mar 13, 2025

Estée Lauder partners with India’s government to boost local beauty brands: The company is the latest to invest in the country as interest in premium beauty soars.

Starbucks wants to reestablish itself as a ‘third place’

Article
Mar 13, 2025

Starbucks to add seating, power outlets to its cafes: Making those locations more welcoming is a vital piece of CEO Brian Niccol’s turnaround strategy.

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Target brings back Target Circle Week to boost sales, drive paid membership enrollment

Article
Mar 13, 2025

Target isn’t sitting still amid challenges: It’s bringing back Target Circle Week to boost sales and memberships now while planning 300 store openings over the next decade.

China’s Walmart rebuke signals there’s no simple tariff workaround for retailers

Article
Mar 12, 2025

Walmart faces heat after asking Chinese suppliers to cut prices: The retailer’s attempt to shift the burden of US tariffs backfired, highlighting the widespread impact of the trade war.

Ecommerce’s share of overall grocery sales has more than doubled since the pandemic

Article
Mar 12, 2025

Grocery sales shifting online is a lasting legacy of the pandemic: We expect 13.7% of grocery sales to occur online this year, more than double the 6.2% share in prepandemic 2019.

Fast-fashion companies Inditex and Mango are confident in their US strategies

Article
Mar 12, 2025

Inditex points to slower growth at start of the year: But Zara’s parent company remains confident about its ability to thrive in an uncertain environment.

McDonald’s relies on faster innovation to draw customers in

McDonald’s relies on faster innovation to draw customers in

Article
Mar 12, 2025

McDonald’s organizational overhaul aims to get new products out faster: The speedier rate of innovation could entice customers to visit more often.

Airlines warn of weakening travel demand amid economic uncertainty

Airlines warn of weakening travel demand amid economic uncertainty

Article
Mar 11, 2025

Domestic travel demand weakened considerably in Q1: Government spending cuts, safety fears, and macroeconomic concerns dragged down both leisure and corporate travel.

Amazon is the latest retailer to face a consumer boycott

Amazon is the latest retailer to face a consumer boycott

Article
Mar 11, 2025

9% of Amazon shoppers plan to participate in retailer boycott: The spending blackout is unlikely to stick as Amazon’s convenience makes it indispensable to shoppers.

Dick’s Sporting Goods makes long-term plans as it braces for near-term uncertainty

Article
Mar 11, 2025

Dick’s Sporting Goods had its best holiday quarter on record: While Q4 comparable sales soared past expectations, the retailer is tempering its outlook due to geopolitical and macroeconomic uncertainty.

Live FAQ: The Impact of Trump’s Tariffs on Consumers, Businesses, and Trade

Article
Mar 11, 2025

Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.

While Kohl’s beat analysts’ Q4 expectations, it sees a tough road ahead

Article
Mar 11, 2025

Kohl’s expects comparable sales to decline up to 6% this year: Strong macroeconomic headwinds make it difficult for the struggling department store to chart a new path forward.

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