Retail & Ecommerce

Who took home the trophy and who went home with a consolation prize? We asked our Retail Reimagined team to give us the lowdown.

Consumer sentiment is ticking up as inflation slows: While that’s good news for most retailers as the holidays near, rising interest rates could pose challenges.

Walmart finds its EV Canoo: The retailer’s fleet of 4,500 EVs could grow into 10,000 as the company looks to achieve zero emissions. Retail and logistics companies could lead the transition to EV deliveries.

This is Google Wallet’s first foray into Africa as payment providers capitalize on the region’s flourishing payments market.

DoorDash has ended its four-year partnership with Walmart, saying the split will enable it to focus on its long-term customer relationships. DoorDash works with retailers, like Albertsons and Macy’s, and thousands of restaurants across the globe, creating a marketplace for consumer discovery and advertising for its partners.

On today's episode, we discuss who is most likely to win the short-video race, the significance of Lyft's new media division, the potential of Apple's ad business, whether buy now, pay later is too good to be true, Chewy's new insurance and wellness service CarePlus, an unpopular opinion about retail media, who's buying all the electric vehicles, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

Despite falling sales, Dick’s Sporting Goods is bullish: But Macy’s is taking a conservative view as inventory and demand challenges continue to hurt profits.

Square sellers in the UK can now offer Clearpay online and in-store—building on the Afterpay rollout in the US and Australia.

Mercado Libre is Latin America’s biggest ecommerce player by far, but competition from local players is heating up.

Macy’s is making moves. It’s expanding its Toys R Us shop-in-shops to every Macy’s location and will open four smaller-format off-mall stores this fall.

Inflation may hinder consumer spending during the holidays: Nordstrom is the latest retailer to lower its forecast for the rest of the year due to softening customer demand.

Here’s an outlook on how franchises will fare in the coming months.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the major takeaways from the latest retail earnings, the expectations versus reality, and what key performance indicators to watch going forward. Then for "Pop-Up Rankings," we rank the keys to second-half success for three major retailers. Join our analyst Sara Lebow as she hosts analysts Suzy Davidkhanian and Andrew Lipsman.

The FCA warned BNPL firms over “misleading adverts” and threatened breachers with criminal action.

Amazon pauses its UK grocery store expansion: Disappointing sales and stiff economic headwinds at its 19 Amazon Fresh locations drove the retail giant to halt its plans to open hundreds more sites.

Tesla founder Elon Musk made headlines last week for once again proposing to buy a company he had no intention of purchasing—soccer club Manchester United. But while celebrity gossip-style speculation swirls around the richest man on earth, what’s going on back at Tesla?

Inflation is changing how shoppers will spend this holiday season: With more consumers on the hunt for deals, retailers will have to focus on offering value and convenience across an extended shopping period.

Hot inflation and a tougher climate for startups is giving BNPL firms a new opportunity with new risks.