Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.
Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.
Walmart’s Q1 ad revenues surged 50% year over year: Vizio’s integration is powering its leap into connected TV and retail media dominance.
Partnerships are key to breaking into brick and mortar, but generational mattress-shopping divides could mute the deal’s effectiveness.
Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.
TelevisaUnivision is doubling down on young Hispanic audiences: With music festivals, microdramas, and dual-language content built for mobile.
Tech’s new bet—low-cost EVs, ultra-thin phones, and vibe-driven music: Slate, Samsung, and Spotify each chase novelty—via price, design, and personalization—to win over convenience-hungry consumers.
Omada Health is the latest prominent digital health player to go public in 2025: While healthcare companies are weathering the uncertain economic environment, Omada and Hinge must prove their programs for chronic condition management can be worthwhile long-term investments.
At-home injectable drugs have been getting more approvals: Amneal Pharmaceuticals is the latest to gain approval for its migraine treatment. Pharma companies can help spur uptake for at-home injectables like it with more education and support.
UnitedHealth Group faces reported criminal investigation over Medicare billing fraud: The DOJ may have gathered enough evidence against UnitedHealth, such as allegedly giving doctors kickbacks. Other top players in the Medicare Advantage market should be worried.
layers browse, click, and buy real merch inside their favorite games, ushering in a new era of immersive ecommerce.
Netflix's ad tier reaches 94 million as it looks to genAI to continue its trajectory: The data suggests Netflix is positioned for sustained streaming market leadership.
Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.
YouTube strikes deal to broadcast first game of the NFL season: The move responds to fans embracing digital for sports and presents an opportunity for advertisers.
New features let brands display shoppable feeds and target ads during key video moments, capitalizing on YouTube's rising share of streaming time.
Now offering massages, art tours, and more without a home booking, Airbnb is turning into a full-service travel platform with a trove of first-party data.
On today’s podcast episode, we discuss where GenAI is being used along the current shopper journey, how agents can help, the most overhyped piece of this, and one thing retailers and brands are paying enough attention to as a result. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Carina Perkins and Principal Analyst Yory Wurmser.
Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating “a once in a career window to reorient your business to the opportunity,” according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.