The BNPL player’s revenues doubled in Q4 thanks to users’ more frequent purchases

Despite an industrywide push to grow via nonmerchant partnerships, BNPL players still rely on individual deals to reach large merchants

Talks of a Walgreens take-private sale are ramping up again: Walgreens could be divided into three parts if the sale proceeds. We explore the likelihood of a deal going through and what it means for Walgreens’ future.

Trump issues executive order to make healthcare prices more transparent: Price rules finalized during his first term haven’t had an impact. Could it be different this time around?

The tie-up also makes Marqeta a more attractive card partner for fintechs

Warby Parker joins forces with Target: The D2C eyewear brand will open five shop-in-shops as it doubles down on physical retail.

Amazon is weaving shoppable video ads into its Rufus AI chatbot, creating a frictionless way for brands to capture shoppers' attention and drive conversions within search results

A dedicated Instagram Reels app could give Meta an edge over TikTok—or fragment its audience. If users resist another app, Instagram’s video dominance could take a hit.

US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.

Google’s latest move disrupted product review sites: That change challenged retailers reliant on those sites’ affiliate traffic.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.

AppLovin faces fraud allegations from short sellers: Accusations of deceptive ad practices and data misuse put the firm under pressure; leadership denies the claims.

Programmatic plays a small but growing role in digital audio services ad spending. Major digital audio platforms are leaning in.

The AI search startup is launching a browser to pull users away from Google—turning its search engine into a full-fledged, AI-powered browsing experience.

Anthropic’s latest model introduces adjustable reasoning, letting businesses fine-tune AI responses based on speed, cost, and complexity

Tech giants dominate Hollywood by securing marquee franchises: Companies like Amazon, Apple, and Netflix will outbid legacy media for top intellectual properties.

The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.

YouTube strives to make ads less disruptive: The platform is changing its approach to mid-roll ads to appease viewers, creators, and brands alike.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

US ticketing service Ticketmaster had more unique visitors in December 2024 than the next nine sites/apps combined, according Comscore data.

"You're spending a lot of money. Do you know where your ads are?'" Jonah Goodhart, co-founder and CEO of Mobian, said on our "Behind the Numbers" podcast, evoking the classic PSA. Meta announced in January it would replace fact checking with Community Notes, worrying advertisers about brand safety.

Walmart recently bought Monroeville Mall near Pittsburgh, signaling either a massive retail expansion plan or a shrewd real estate grab. Either way, the purchase strengthens Walmart's market foothold while adding rental income. This isn't a random acquisition but a calculated move.

Despite the investment from ad sellers, shoppable ads are still a niche format for brands.

McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.