Retail & ecommerce briefing Trends & Statistics

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Domino’s slower-than-expected growth is the latest troubling sign for the QSR sector

Article
Feb 24, 2025

Domino’s US same-store sales rose 0.4% in Q4: The chain’s emergency pizza promotion and other offerings weren’t enough to convince cost-conscious consumers to bite.

Shein’s shrinking profits add to mounting challenges

Shein’s shrinking profits add to mounting challenges

Article
Feb 24, 2025

Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.

Starbucks trims workforce, menu to streamline operations

Article
Feb 24, 2025

Starbucks to lay off 1,100 workers in a bid for efficiency: The coffee company is also reducing its menu by 30% to improve order speed and consistency.

Ikea’s US expansion hinges on small-format stores

Article
Feb 21, 2025

Ikea thinks small: The retailer plans to open eight smaller-format stores this year to get closer to where its customers live and work.

Political beliefs increasingly shape how and where people spend their money

Political beliefs increasingly shape how and where people spend their money

Article
Feb 21, 2025

Consumers are voting with their wallets: 1 in 4 has stopped shopping at their favorite stores because of politics.

Tariffs will be a major shock to the Canadian economy

Article
Feb 21, 2025

Tariffs threaten Canada’s retail sales recovery: Confidence is falling as consumers brace for higher prices and economic upheaval.

Alibaba signals China consumption recovery

Article
Feb 20, 2025

Alibaba’s domestic ecommerce growth signals promise for China’s retail landscape: However, price-conscious consumers and a trade war could derail recovery.

Hasbro and Mattel take steps to steer clear of China tariffs

Hasbro and Mattel take steps to steer clear of China tariffs

Article
Feb 20, 2025

Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.

Walmart forecasts slower growth as economic uncertainty challenges consumer spending

Walmart forecasts slower growth as economic uncertainty challenges consumer spending

Article
Feb 20, 2025

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.

Wayfair’s Q4 results suggest the retailer needs to get its house in order

Article
Feb 20, 2025

Wayfair is in a tough spot: A weak housing market and economic headwinds are shifting consumers’ focus away from home furnishings.

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Amazon pulls the plug on TikTok-like content feed

Amazon pulls the plug on TikTok-like content feed

Article
Feb 19, 2025

Amazon reevaluates social commerce ambitions with Inspire shutdown: The retailer is prioritizing Rufus and shoppable partnerships with TikTok and other platforms.

Chipotle ramps up hiring—with some help from AI

Article
Feb 19, 2025

Chipotle prepares for a busy burrito season: The fast-casual chain plans to hire 20,000 workers—with the help of AI—in anticipation of strong demand this spring.

New auto tariffs add to the growing challenges facing consumers

Article
Feb 19, 2025

President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.

Retail M&A gains momentum that’s likely to continue throughout this year

Retail M&A gains momentum that’s likely to continue throughout this year

Article
Feb 19, 2025

Retailers redefine themselves through M&A: Capri, Tapestry streamline their portfolios, while Wrangler owner Kontoor Brands adds Helly Hanson to strengthen outdoor and workwear segments.

Coca-Cola, PepsiCo target Gen Zers with prebiotic sodas

Article
Feb 18, 2025

Coca-Cola takes on Olipop, Poppi: The company is getting in on the “better for you” trend with Simply Pop, a high-fiber, low-sugar prebiotic soda.

Nike enlists Kim Kardashian’s Skims to help with brand recovery

Article
Feb 18, 2025

Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.

SNAP benefit cuts could pose a significant challenge for Walmart, Kroger, and others

Article
Feb 18, 2025

Walmart and Kroger would be hit hard by SNAP benefit cuts: Democratic lawmakers warn Republicans could make steep cuts to food assistance, producing significant challenges for grocers.

Shein’s hurdles mount as TikTok eats into its share

Shein’s hurdles mount as TikTok eats into its share

Article
Feb 18, 2025

TikTok Shop’s sales soared 153% in January: The video app’s social commerce arm is eating into Shein’s market share, adding to the hurdles facing the fast fashion company.

Amazon looks to crack the brick-and-mortar code with a beauty and personal care store in Milan

Article
Feb 14, 2025

Amazon opens a “parapharmacy” in Milan: The store is part of a broader push into beauty and personal items and marks its latest attempt to crack the brick-and-mortar code.

Resilient travel demand supports hotel expansion plans

Article
Feb 14, 2025

Travel holds up amid headwinds: Consumers continue to prioritize trips, aiding hotel performance and expansion.

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