The retailer is betting that a first-party model will help it avoid Temu’s mistakes—and make inroads against Amazon.
The retailer expects rising gas prices and uncertainty to enhance its value proposition.
A rumored late June date would heighten pressure on sellers and competitors while easing Amazon’s YoY comparisons.
College sponsors outscore Super Bowl ads, delivering recall near SB leaders at lower cost.
The retailer hopes to leverage TikTok’s beauty influence to drive sales and deepen connections with customers.
Consideration rises, yet tax credit loss and high prices weigh on sales.
Amazon leans into the grocer’s premium brand power.
Casas Bahia rebounds online while Magalu tightens its marketplace playbook.
Adding BNPL and credit-building opportunities can help them win the next generation of consumers.
They’re using installments as emergency cash flow instead of card products, per JPM.
The P2P provider is growing its use cases to draw more users.
The shift increases checkout friction on the AI platform, slowing adoption and putting the onus on retailers.
The chain sharpens its sub-$4 offers as chains race to win price-sensitive diners.
The company gained share across income levels in 2025, but a weaker sales outlook points to pressure among its core customer base.
Fast Break’s sharp curation and storytelling drive early comp and margin gains.
Issuers hold the advantage of existing credit lines and post-purchase flexibility compared to fintechs, but only for existing credit cardholders, per JD Power.
The tech company faces an uphill battle stealing share from Apple and Google.
On today’s podcast episode, we discuss why Starbucks just revamped its loyalty program, what the ideal loyalty program looks like, and how this revamp could tie into a broader strategy to bring customers back into stores and drive frequency if you were CEO of Starbucks for a day. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Analyst Arielle Feger.