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Retailers like Best Buy and Wayfair are playing from behind this year, with demand for consumer electronics and home furnishings still looking to turn the corner. Consumer electronics sales should begin to improve with an expected strong season for iPhone 15 demand, but there aren鈥檛 a lot of other new products in high demand to drive outsize gains.

Wayfair also announced it would trial Pinterest鈥檚 clean room solution. 鈥淭he beauty of a clean room is that it's a privacy-centric way for CVS to share data from its 74 million Extra Care members and for us to share the data from our 498 million users, and end up with a repository of powerful, completely anonymized first-party data,鈥� said Carrie Sweeney, VP of retail at Pinterest.

Number three, Wayfair, which is rebranding and opening a brick and mortar store. Becky, tell us more. Becky Schilling:. Yeah. So we picked Wayfair for its rebrand and its new campaign, which is welcoming shoppers to the Wayborhood, which is cute. They have a lot of celebrity partners. They have some new ones like Lisa Vanderpump of Vanderpump Rules, if anyone is not on the Bravo universe-.

Etsy and Wayfair combined for 44.19% of all impressions on D2C brands. Both jumped into the top 10 by impressions, despite marginal increases in spend. The NFL accounted for 30% more TV ad impressions for retail brands year-over-year. More impressions (28.4% of the total) shifted to the 鈥淏ig 4鈥� broadcast networks versus last year (24.0%). Undoubtedly, the World Cup and NFL played a big part in this.

The Home Depot, Lowe鈥檚, and Wayfair decline as the home improvement trend wanes. Each of these early pandemic winners now faces holiday headwinds following years of home upgrades and a softening US housing market. Traffic has dipped by double digits over the past year, with Wayfair feeling the sharpest downturn. These retailers should be among the season鈥檚 biggest winners:.

Wayfair will cut 1,750 jobs, or about 10% of its headcount. Didn鈥檛 read the tea leaves: The layoffs at Alphabet, Microsoft, Amazon, and Meta, make Apple the only Big Tech player that hasn鈥檛 announced a major talent trimming. Unlike its peers, Apple鈥檚 decision to not embark on bold pandemic-era growth is a likely contributor.

To combat this, retailers like Amazon and Wayfair have begun instituting a 鈥渒eep it鈥� policy, telling customers to keep their returns instead of having to pay the costs associated with shipping them back to the warehouse. But peer-to-peer returns are another way to cut down on shipping costs while also saving the customer from having to get rid of an unwanted product.

The platform has also partnered with over 50 brands (including Nordstrom, Sephora, Ulta Beauty, and Wayfair) to allow their products to be featured and tagged in videos or Shorts. Taking care of business: But it鈥檚 not just B2C consumers turning to YouTube for recommendations.

That offers room for Amazon, Walmart, and Wayfair to undercut the brand. And some have noted the brand鈥檚 quality has declined. 鈥淵ou can find something that is a higher-quality piece for roughly the same amount that you would be spending at Ikea,鈥� said our analyst Zak Stambor. How is Ikea innovating?

Yeah, Wayfair, again, is in a tough space. Furniture, home furnishings is not a great category to be in. They're just hemorrhaging customers at this point. Their customer acquisition costs are just too high. Also, they about year ago started talking a lot about physical retail as a potential growth channel. Their first Wayfair-branded store is actually going to be like a mile, two miles to my house.

Digital-first operations (Amazon, Wayfair). Marketplaces (eBay, Amazon). Mass merchandisers (Walmart, Target, Best Buy). Discount warehouses (Costco Wholesale). Grocers (The Kroger Co.). Department stores (Macy鈥檚). Category specialists (The Home Depot). Delivery services that support retailers (Instacart). Retail media鈥檚 scope is expanding as networks move further into video and CTV.

Wayfair is courting the pro consumer for repeat business with higher basket sizes. And BaubleBar is launching Minibar, a kids鈥� line. Increase footprint. Physical retail drives sales and discovery: By 2026, only 20% of sales will be online. So Warby Parker鈥檚 revelation that 60% of pre-pandemic transactions took place in-store鈥攁nd that it continues to expand its store fleet鈥攊sn鈥檛 a big surprise.

furniture from Wayfair, recommended Wayfair products.

Now, let's talk about two brands approaching the edge, Kohl's and Wayfair. Zak, before we started recording, you told me you were really excited to talk about these companies. Why is that? Zak Stambor:. Yeah. So, they're very different companies with very different challenges. So, I'll just talk about each unto themselves.

Now the spring event that we've actually seen a similar type of retailer event in the online world in the past called Way Day by Wayfair, which is usually in mid or late April kind at the beginning of the... We'll call it home improvement season.

Wayfair has some feature where you can make the couch appear in your living room or maybe that's Ikea or maybe that's both. Carina Perkins:. Some of the social media platforms have been experimenting with that as well. So Snap is quite big on AR. And I think all of those things that make shopping on your mobile, actually it's reducing more of a friction than shopping on the desktop.

We have 1% and below with the likes of Chewy, Wayfair and some other familiar names. Let's kick it off with a pretty obvious contender, Amazon. Blake, in your recent report you wrote, "Already dominant Amazon will gain the most market share. The e-commerce giant will increase its market share by 0.4 percentage points to 38% next year, the largest increase of any company."