in shareholder letter, Amex points to deepening integrations with its assets with AI platforms.
While digital in-store retail media remains a small fraction of total retail media spend, the real challenge is integrating digital formats into physical stores thoughtfully to create a cohesive customer experience rather than a fragmented one.
New shoppable placements, unified logins, and strong results tie streaming ads to measurable sales impact.
Bicultural Latinos drive faster spending gains and reward culturally fluent brands with loyalty and action.
Higher fuel, freight, and inflation threaten margins as shoppers grow more price conscious.
A new 8% package fee risks compounding volume declines as Amazon reevaluates its shipping mix.
As consumer spending flattens, issuers and networks are competing for SMB and corporate spending for growth.
The platform’s ability to turn inspiration into sales is driving outsize growth and pushing rivals to invest in social commerce.
As retail media networks use different attribution models, it’s becoming harder for advertisers to compare performance across platforms. Incrementality offers a clearer view of which investments are truly driving growth.
Meta Pay has an opportunity to seize mobile wallet share as social commerce surges among younger consumers.
Full-line closures signal off-price focus as department stores’ luster fades.
Banks should do more to support their financial well-being.
On today’s podcast episode, we discuss what “the endless aisle” means today, how to best organize it, how AI takes it to the next level, and why the Transaction Moment matters so much. Listen to the discussion between Vice President of Content and host Suzy Davidkhanian and CEO of Rokt Catalog, Bennett Carroccio.
After two years focused on footwear, New Balance is expanding its Reconsidered resale program into apparel, bringing the model to a broader portion of its business. The move underscores how quickly resale has scaled across retail, as more brands establish formal programs.
Temu’s parent grew revenues 12% in Q4, although price wars, tariffs, and supply chain investments eroded margins.
Higher candy and gas prices push shoppers toward discount retailers.
New shopping formats and Shopify integration aim to turn trusted recommendations into measurable sales.
After mass layoffs, AWS rolls out AI agents to answer tech queries and sync partners, tying automation directly to revenue efficiency.
A 10,000-plus returns network raises the bar as online returns climb.
We’re tracking how these effects are unfolding across industries and how those consequences shift based on companies’ exposure to three key regions: North America, Europe, and the Middle East and Asia.