Protest over changes to the retailer’s ad payment policies lay bare merchants’ growing cash flow struggles.
Netflix powers ahead post-WBD: Q1 shows 16% revenue rise as ads are poised to hit $3 billion, proving it can scale without a mega-deal.
As inflationary and wartime pressures rise, consumers are likely to seek value-based rewards and credit products to weather the storm.
Betting on Gen Z-oriented rewards, brands, and celebrity endorsements may carry Venmo’s success.
Real-time payments could help SoFi’s ecosystem push its SoFi Plus membership.
US sports travelers are equally willing to travel for regular season and playoff matches (41% each), outpacing worldwide fans by double digits on both. However, they trail global travelers by 18 points on major single-sport international events (21% vs. 39%), according to a December 2025 survey from YouGov.
On today’s podcast episode, we discuss how this kind of energy-driven inflation shows up differently for retailers compared to what we saw with tariffs last year, the ripple effects that are being underestimated, and which of these changes we think are temporary versus those that will actually reshape how people shop. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Zak Stambor, and Analyst Rachel Wolff.
Bumper earnings masked deeper economic concerns.
Digital shelf labels (DSLs) are gaining momentum in retail stores, as major players prepare to scale adoption. Walmart recently announced plans to roll out DSLs across its entire store fleet within the next year, while Kroger has already begun replacing traditional paper tags with electronic labels in its Cincinnati-area stores.
In Q1 2026, we analyzed 5,600 ChatGPT responses across nine financial services categories to compile the AI Visibility Index.
Intent-rich use cases outpace image and personalization, tying AI to ads, productivity, and sales.
Geopolitics and high travel costs curb international bookings, dimming expected retail gains.
The massive redesign aims to elevate private label appeal and fend off rivals.
ChatGPT's US unique visitor count grew 76% year over year, climbing from 41.5 million in January 2025 to 72.9 million in January 2026, according to a March report from Comscore.
Elevated fuel expenses offset larger refunds, weakening purchasing power and core retail growth.
Inventory surge and flexible membership options drove a 20% increase in revenues and active subscribers.
The impact so far is confined to the Middle East but could widen as global travel demand and sentiment slip.
One-third of US viewers would watch twice the ads for lower fees as churn and cycling muddy scale.
Offering the popular payment method helps PayPal attract younger consumers and SMB loyalty.
PMorgan, Citi, and Wells Fargo posted solid earnings but noted possible turbulence ahead.