Gen Z will let bots do their shopping. AI shopping agents will gain traction among younger demographics through initial deployment in ecommerce platforms, digital assistants, and browser extensions. AI agents will exacerbate genAI鈥檚 risks.
Albertsons looks ahead: With the proposed Kroger merger in the rearview mirror, the grocer raised its annual profit forecast and mapped out its growth plans.
Est茅e Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.
US omnichannel retail media ad spending grew 20.4% this year to $52.3 billion, per our forecast, making it the fastest-growing ad channel. But rapid growth comes with growing pains鈥攁s retail media networks (RMNs) not named Amazon or Walmart discovered this year.
CTV display ad spending will reach $33.35 billion in 2025, with 98.4% of those dollars going to video ads. Total CTV ad spending will see solid double-digit annual growth rates through our forecast period to reach $46.89 billion in 2028.
Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.