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Retail & Ecommerce

Once valued at $100 billion in 2015, Walgreens Boots Alliance has seen its market value plummet to approximately $10 billion today, with shares down 45% in the last 12 months—making it the worst-performing stock in the S&P 500 in 2024.

Retail media networks (RMNs) are using APIs to give advertisers more control over the management, measurement, and optimization of their campaigns.

Much is in flux when it comes to tariffs: That uncertainty is putting stress on companies and consumers as they weigh whether to spend or save.

50% of Black consumers say they’ve recently stopped shopping at companies with differing political views, the highest among racial demographics, generations, or political affiliations, according to a February Harris Poll cited by Axios.

Reddit courts SMBs with streamlined tools: A new Meta import feature and simplified setup options aim to reduce friction and boost campaign performance.

Last month, M&M's launched its first loyalty program, Fun Club, allowing consumers to earn points by completing activities and redeem them for sweepstakes entries or M&M's merchandise. While loyalty programs are typically associated with high-frequency purchases—like groceries, travel, or restaurants—even low-frequency brands are using loyalty to increase engagement, gather data, and drive sales amid rising competition.

Creators get Cannes spotlight in 2025: With rebranded awards and new categories, Cannes Lions acknowledges the growing impact of creator-driven marketing.

This leaves the BNPL industry back at square one in terms of regulation, creating uncertainty for providers

Sluggish spending in February signals a challenging year: Consumers are curbing discretionary spending as sentiment plunges to the lowest level in over two years.

On today’s podcast episode, we discuss what happens when a shelf is empty, how retailers can stay ahead of this, and how signals translate into actionable store-level decisions. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sky Canaves, Senior Analyst Blake Droesch, and Chief Revenue Officer at Trax David Gottlieb. Listen everywhere and watch on YouTube and Spotify.

Amazon Prime Day will be twice as long this year: The four-day sales event should boost sales and ad revenues, but growth will be hard to sustain long-term.

Retail media growth spurs demand for ad tech talent: Channel expansion and rising client expectations create need for jobs in performance marketing and ad buying.

Nine in 10 consumers worldwide use social media to keep up with trends and cultural moments, according to a January report from Sprout Social.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of March. 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 Senior Director of Content Becky Schilling and Analyst Sara Lebow will defend their list against Principal Analyst Sky Canaves and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Ad revenues outlook declining amid economic uncertainty: The latest Magna ad sales forecast indicates several factors are at play in the downturn.

Dollar Tree’s market share is growing as consumers across incomes prioritize value: The retailer sees strong prospects as it offloads Family Dollar and expands its multi-price assortment.

The beauty industry is shifting its approach to aging consumers, moving beyond traditional anti-aging messaging to embrace more inclusive, health-focused approaches. "Ageism is the only 'ism' that every person can experience. Aging is a universal experience," said Jacynth Bassett, founder and CEO of Ageism Is Never In Style, on a recent "Behind the Numbers" podcast.

Advertisers have higher expectations for retail media networks: That’s fueling a wave of updates from Best Buy, Instacart, and DoorDash.

Last week, Best Buy Ads launched Social+, an offering that allows brands and agencies to leverage Best Buy’s first-party data for social media campaigns. The tool is currently only available for Meta campaigns on Facebook and Instagram, but will expand to other social media networks in the future, per a press release.