Shein’s efforts to woo US lawmakers, NRF fall on deaf ears: The fast-fashion giant could shift its IPO to London as it tries to head off supply chain scrutiny.

Consumer spending rose in the first four months of 2024: Shoppers are becoming more deal-conscious as cost-of-living pressures weigh heavily.

Bad weather drove more shoppers to Instacart in Q1: The company expects the positive trend to continue in Q2 as it prepares to add Uber Eats to its platform.

Instacart and Uber team up to keep DoorDash at bay: Instacart hopes the deal will protect its grocery business and widen consumer appeal, while Uber looks for new customers.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture shoppers’ attention, boost retail media spend, and drive sales.

QSR customers focused on value in Q1: The common thread in the earnings of Starbucks, McDonald’s, Yum Brands, and Restaurant Brands International is that consumers are feeling jittery.

Amazon beats estimates as advertising, profitability push delivers results: The retailer’s spring sale and Prime Video ads helped drive a 13% increase in revenues.

TikTok’s potential ban isn’t putting brands off TikTok Shop: The platform’s sales potential is driving companies like Rare Beauty and Tarte Cosmetics to deepen their investment.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

Best Buy, CNET partner for unique retail media offering: Advertisers will be able to purchase and measure ads across both sites, while CNET content will be featured across Best Buy’s stores, site, and app.

Shoppers are beginning to trade back up to premium CPG brands: While volume growth is recovering at Unilever and Kimberly-Clark, pressure on lower-income consumers is hurting Nestlé and PepsiCo.

Saks launches retail media network amid slowing sales: The ecommerce retailer is billing its offering as a unique opportunity to connect with luxury shoppers.

Amazon rolls out US grocery subscription as it tries to halt Walmart’s momentum: But the offering’s high cost relative to those of competitors could limit its impact on Amazon’s grocery business.

The lipstick effect may not be fading after all: Despite Ulta’s slowdown warning, L’Oréal’s North American sales rose 12.3% in Q1, and Sephora’s business has been “pretty strong.”

Consumers keep splurging on their pets: That’s why Amazon is hosting a pet sale and other companies are rolling out niche offerings ranging from stress-relief chews to an airline for dogs.

Aldi retrofitted an existing store with checkout-free technology: The retailer wants to see if the frictionless shopping experience clicks with shoppers.

Gopuff looks to diversify its revenue streams: The company launched a platform to allow brands to fulfill ecommerce orders on their own websites.

Andy Jassy maps out a plan to boost Amazon’s bottom line: The CEO sees opportunities to further streamline Amazon’s fulfillment operations and boost advertising revenues.

Traffic is up at Aldi and Lidl: With the cost of rent, car insurance, and electricity continuing to rise, consumers are looking to save on groceries.

Luxury brands are buying up premium real estate: Kering, LVMH, and Prada are spending big to acquire flagship properties on prime retail corridors.