Google and Meta have maintained a steady lead in digital ad revenues worldwide, ahead of the likes of Amazon, Twitter, and Snapchat. But that's not without their own growing pains. Both Meta and Google saw revenues dip by several billion dollars in Q1 of this year. Still, the companies are tens of billions of dollars ahead of triopoly competitor, Amazon, in digital ad revenues.
Article
| Sep 1, 2022
After experiencing a surge in growth in 2021, US retail sales growth began to slow last year, a pattern which will continue into 2023. According to our forecast, sales will rise by less than 3% this year, reaching over $7.3 trillion.
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| Jan 11, 2023
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| Feb 1, 2024
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| Feb 1, 2024
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| Feb 1, 2024
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| Feb 1, 2024
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After experiencing a boom during the pandemic, the subscription frenzy has begun to fade as consumers grow weary of the Stitch Fixes and Blue Aprons of the world.
Has the category lost its way? Or is there hope on the horizon? Let’s take a look.
Article
| Dec 14, 2022
Our own like BizRate Insight survey data showed that younger people in particular were becoming members of Walmart's loyalty program at much higher rate this holiday season than they were in July, so definitely seeing that trend in our own data. Zak Stambor:. Walmart in particular is looking ahead and seeing the expiration of the expanded SNAP benefits, which expired at the start of March.
Audio
| Mar 14, 2023
Other parts of the business, the parts of the business grew revenue over 20% to 9 billion and they had strong box office and Disney+ results as well for Black Panther: Wakanda Forever, which helped Disney through the holiday season as well. Paul, that's all we've got time for the lead, time for the halftime report. Quick takeaway from you, Paul, from the first half. Paul Verna:.
Audio
| Mar 1, 2023
Walmart lags behind Amazon in total ecommerce sales, retail media ad dollars, and retail subscriptions. But there may be ways for it to minimize the gap in certain areas, namely search and AI capabilities.
Article
| May 12, 2023
Few US merchants are selling goods on TikTok Shop: Many are reluctant to invest time and resources in the platform given the widespread speculation that it will be banned or sold.
Article
| Apr 10, 2023
In the last quarter of 2022, Amazon increased its total net sales 9% YoY to hit $149.2 billion. But compared to the massive growth the company has experienced in the past, its Q4 results were a bit lackluster. From ad revenues to physical store sales, let’s take a closer look at how some of Amazon’s business units fared in Q4.
Article
| Feb 21, 2023
Insider Intelligence spoke with Megan Brophy, Vice President of Marketing and Brand Strategy at Abercrombie & Fitch, about the brand’s work on TikTok and the prevalence of livestream shopping in the US market.
Article
| Oct 24, 2022
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.
Article
| Aug 24, 2022
On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.
Audio
| Aug 10, 2023
As many as 25 celebrities and influencers have launched beauty brands over the course of the last three years, according to Business Insider. While some (like Rare Beauty by Selena Gomez) have exploded, others (particularly those founded by social media influencers) are having a hard time finding their footing. What does it take to build a successful celebrity beauty brand?
Article
| Jan 24, 2023
It was during the holiday season, so people are shopping a lot more. Inevitably, there's going to be a lot more content that can lead to a decrease in time spent, and we've seen that. I do think that that's probably going to be temporary, although what Jeremy noted is correct, we are seeing TikTok start to plateau overall in terms of time spent on the app, but that's natural.
Audio
| Mar 11, 2024
Amid near-nonexistent growth in some key markets, web publishers are being forced to consider radical changes to the way they sell their ads on the open web.
Report
| Jul 25, 2023
With seemingly everyone jumping onto retail media, it may feel too late or intimidating to grab a piece of the pie. But that’s not the case, according to Jason Farver, Hy-Vee’s executive vice president, chief supply chain officer, and president of RedMedia.
Article
| Dec 11, 2023
Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.
Article
| May 9, 2023
On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.
Audio
| Feb 13, 2023
Disney looks to emulate Amazon with membership offering: The entertainment giant could also advance its flywheel by introducing in-app commerce for Disney+ and improving cross-selling opportunities.
Article
| Sep 2, 2022
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
Audio
| Feb 1, 2024
We hope to see you tomorrow, where you can hang out with Sara Lebow on the Reimagining Retail Show, where she'll be hanging out with Zak Stambor and Jeremy Goldman and taking a look at how the 2023 holiday shopping season actually played out.
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| Jan 9, 2024
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| Feb 1, 2024
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