Wayfair’s US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

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.

Amazon, Target, Walmart, and Wayfair launch spring sales: Retailers are likely to lean on tentpole events to drive cost-conscious shoppers to spend.

Record holiday sales helped retailers, but purchasing patterns across income groups diverged starkly. Middle- and lower-income consumers grew more selective, carefully weighing where and when to spend amid economic uncertainty. Meanwhile, higher-income shoppers continued to spend freely.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

Walmart bought a mall, Coca-Cola launched a soda, and Nike partnered with SKIMS in February, marking some of the month’s most interesting retail moves. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

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

Existing home sales fell to the lowest level since 1995 last year: Conditions likely won’t improve much this year, which could spell trouble for housing-related retailers.

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.

Loyalty membership is up in the US as consumers seek personalized deals and discounts.

This deck provides an in-depth analysis of the home furnishings sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, spending trends, and the growing influence of social media.

The number of US homes changing hands is incredibly low: That poses a challenge to housing-related retailers like Wayfair.

Retailers faced no shortage of challenges in the first half of the year as elevated interest rates, the lingering effects of inflation, and a loosening labor market weighed on consumer spending. In this report, we’ll contextualize our coverage of retailers’ Q2 revenues across four key verticals: department stores, home, mass merchants, and off-price.

As the share of US ecommerce sales on marketplaces continues to expand, our latest survey examines consumer buying habits and expectations across leading platforms.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of May. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against analysts Sky Canaves and Zak Stambor, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

US retail marketplace ecommerce sales will grow 11.4% to reach $428.30 billion this year, per our forecast. Because Amazon (73.4%) and eBay (8.2%) will rake in the majority of those sales, smaller marketplaces like Shein, Michaels, and Wayfair are getting creative and taking the battle for sales in-store.