Retail & ecommerce briefing Trends & Statistics

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Private label sales climbed nearly 4% in 2024

Private label sales climbed nearly 4% in 2024

Article
Jan 17, 2025

Private labels ate into national brands’ share in 2024: That reflects a continued trend as store brand unit sales have risen 2.3% since 2021, while national brands have declined 6.8%.

Sephora debuts Hulu series featuring Chappell Roan, Victoria Monét, and Becky G

Sephora debuts Hulu series featuring Chappell Roan, Victoria Monét, and Becky G

Article
Jan 17, 2025

Sephora’s new Hulu docuseries examines the dynamic interplay between beauty and music: The show is part of a broader strategy to meet consumers wherever they are.

Walmart targets Gen Z, wealthy shoppers with latest initiatives

Article
Jan 17, 2025

Walmart’s brand refresh reflects its retail evolution: Its visual update accompanies initiatives to enhance ecommerce capabilities and lure more affluent and Gen Z shoppers.

1 in 5 autos sold in 2024 was a hybrid or EV

1 in 5 autos sold in 2024 was a hybrid or EV

Article
Jan 16, 2025

EV sales set a volume record in Q4: While sales jumped 15.2% YoY, momentum may slow this year if Republicans keep their pledge to repeal or scale back incentives.

Best Buy will launch an online marketplace this summer

Best Buy will launch an online marketplace this summer

Article
Jan 16, 2025

Best Buy takes another stab at an online marketplace: The consumer electronics giant, which operated a marketplace from 2011 to 2016, aims to align the marketplace’s SKUs with its product mix.

Retailers enjoyed solid end to 2024, but 2025 brings new challenges

Retailers enjoyed solid end to 2024, but 2025 brings new challenges

Article
Jan 16, 2025

Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.

Walgreens’ ill-fated Cooler Screens partnership reveals in-store retail media challenges

Walgreens’ ill-fated Cooler Screens partnership reveals in-store retail media challenges

Article
Jan 16, 2025

The battle between Walgreens and Cooler Screens underscores in-store retail media challenges: Glitchy technology, measurement challenges, and outdated store infrastructure doomed the partnership.

Core inflation eased in December

Article
Jan 15, 2025

The economy is trending in a positive direction: US consumer prices rose in December by less than forecast. We expect the Fed will stick with a wait-and-see approach.

Currys debuts in-store retail media offering

Article
Jan 15, 2025

Currys expands retail media network into stores: The electronics retailer is betting that its unique access to 80% of UK households and extensive network of digital screens will appeal to advertisers.

FDA bans Red No. 3, looks to put warning labels on packaged food

FDA bans Red No. 3, looks to put warning labels on packaged food

Article
Jan 15, 2025

FDA flexes its muscles: It banned Red No. 3 and proposed requiring manufacturers to put new labels on the front of food packages.

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TikTok ban could create opportunities for retailers

TikTok ban could create opportunities for retailers

Article
Jan 15, 2025

TikTok Shop’s demise could benefit Amazon, Etsy, and Temu: All three retailers are poised to scoop up spending in the event of a TikTok ban.

Shake Shack plans to quadruple its number of locations

Article
Jan 14, 2025

Shake Shack looks to broaden its reach: The burger chain plans to more than quadruple its footprint in the coming years while preserving its status as a premium brand.

Temu makes a play for sellers’ ad dollars

Temu makes a play for sellers’ ad dollars

Article
Jan 14, 2025

Temu tests search ads in latest attempt to chip away at Amazon’s dominance: The lucrative revenue opportunity could offset rising costs related to de minimis crackdowns and tariffs.

Top-tier luxury brands are set to win in 2025

Top-tier luxury brands are set to win in 2025

Article
Jan 14, 2025

The divide between top-tier brands and the rest of the luxury industry is widening: Companies like Brunello Cucinelli are outpacing the market as wealthy shoppers spend freely.

Trump administration may slowly ramp up tariffs

Trump administration may slowly ramp up tariffs

Article
Jan 14, 2025

The incoming Trump administration aims to square a circle: Members of the economic team consider how they can implement tariffs without sparking inflation.

Beauty brands struggle against the onslaught of dupes

Article
Jan 13, 2025

Charlotte Tilbury takes aim at dupe culture: The brand’s latest campaign encourages shoppers to buy the real thing, even as retailers and manufacturers double down on cheaper alternatives.

Several retailers raise holiday guidance, pointing to a better-than-expected Q4

Article
Jan 13, 2025

Prominent retailers generated better-than-expected holiday results: While Abercrombie, Lululemon, and Nordstrom raised their Q4 outlooks, Macy’s and Kohl’s continued to face challenges.

Skechers, Anta make inroads at Nike’s expense

Article
Jan 13, 2025

Skechers, Anta join the parade of sneaker brands capitalizing on Nike’s missteps: Both companies are thriving thanks to a focus on underserved markets and big-name partnerships

Wayfair says auf wiedersehen to Germany

Wayfair says auf wiedersehen to Germany

Article
Jan 13, 2025

Wayfair pivots from Germany to focus on physical retail: The country’s challenging economic climate is one reason the retailer is reallocating resources to areas with better long-term potential.

Delta delivers bullish 2025 forecast on back of premiumization push

Delta delivers bullish 2025 forecast on back of premiumization push

Article
Jan 10, 2025

Delta expects 2025 to be its best year yet: The airline is confident travel demand will soar as wealthy consumers and business travelers increase spending.

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