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

Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.

40-day boycott makes Target a target: The company is already dealing with fallout from February’s economic blackout, and another boycott could spell trouble.

Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.

This earnings season revealed retailers with strong value propositions and efficient omnichannel operations are positioned to outperform, while those relying on middle-market discretionary spending face challenges.

Warby Parker joins forces with Target: The D2C eyewear brand will open five shop-in-shops as it doubles down on physical retail.

Target teams up with Disney on a new bedding collection: The expansion of its Pillowfort private-label line should help drive sales and brand loyalty.

Many large banks are watering down or removing online references to DEI in a polarized environment.

Retail media’s rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

In January, the most interesting retailers capitalized on New Year’s trends like resolutions, lower-alcohol consumption, and an influx of holiday returns. Poshmark and Sephora introduced new partnerships, while Amazon and Temu increased their own retail media-related offerings. Here are the eight most significant retail developments of January 2024, ranked by their potential market impact.

As retailers strive to improve in-store experiences and beef up loyalty programs, CVS is testing one stone for those two birds. As part of the recent revamp of its mobile app, CVS is letting loyalty program members use the retailer's app to access locked-up products in select stores.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. 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 Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Younger banking customers care more than their older counterparts about banks’ diversity.

Retailers get burned on DEI: Companies risk backlash whether they stand firm or capitulate to anti-DEI pressure.

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.

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.

Meta, Amazon join list of companies ditching DEI efforts: Evidence shows consumers reward commitment to social causes, but companies are making political calculations.

Beauty’s run of strong retail sales growth is winding down, but new audiences and sales channels will offer opportunities for savvy brands and retailers to regain momentum.

Tom Holland’s Bero brand is now in 1,400 Target stores: The nonalcoholic beer aims to chart a course similar to the success of celebrity-driven spirits brands.

Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.