Retail Growth

Grocers matching store prices on Instacart grew 10 points faster, Instacart says

Instacart says grocers that match store prices on its marketplace grew faster and kept customers better than those charging a markup.

Deloitte: Holiday e-commerce to reach up to $319B in 2026–27

Deloitte expects online holiday sales to grow 7.5% to 8.4% from November through January, well ahead of the 4% to 4.8% it projects for all retail.

Club stores drove nearly half of the growth in $330B U.S. store-brand sales

Circana puts U.S. private label at $330B and 24% of units, with club stores driving nearly half of private brand growth and the pace set to ease through 2026.

Modern Retail: Meta Lab footprint set to nearly double

Modern Retail says Meta Lab is set to nearly double its footprint, building on pop-ups designed around coffee and photo-sharing.

Retail Refined with Woof Gang Bakery CEO Ricardo Azevedo

Woof Gang CEO Ricardo Azevedo balances scale with local community presence through franchise operations, targeting 450 North American locations by 2027.

Walmart’s 24% e-commerce jump is turning stores into same-day logistics nodes, and 30-minute delivery is now the new capacity test

Walmart’s Q2 shows store ops, not websites, are now the limiting factor in fast delivery: 70% of online orders arrive same day or better.

Walmart’s e-commerce is past 23% of U.S. sales, and stores are being reworked into the fulfillment layer

Walmart’s U.S. e-commerce sales grew 24% in Q2 and now exceed 23% of the segment’s mix. The operational story is how stores are being engineered to carry that l

Walmart’s 24% e-commerce growth is forcing a store ops rewrite, even as stores still carry the volume

Walmart's Q2 showed e-commerce sales up 24% and now over 23% of U.S. segment sales. For operators, the question is how fast stores become fulfillment nodes without breaking labor and inventory systems.

Wayfair's Q2 U.S. growth hits a post-pandemic high as AI and Perigold carry the momentum

Wayfair posted its strongest U.S. growth since the pandemic in Q2 2026, crediting AI tooling and its luxury brand Perigold, while broad e-commerce tailwinds pu

Bed Bath & Beyond posts Q2 revenue growth and plans rebrand to Neighborhood Intelligence as ecommerce data demands intensify

Bed Bath & Beyond reported Q2 FY26 revenue growth and announced a rebrand to Neighborhood Intelligence, signaling a strategic pivot as retail operators face ris

EBay closes Depop acquisition and raises 2026 GMV outlook to 11.5%-12.5% growth as online resale consolidates

EBay reported Q2 revenue of $3.13B and lifted its 2026 GMV growth forecast after closing its Depop deal, while Etsy cut 12% of staff and Cencosud hit 31M loyalt

Marketplaces are growing twice as fast as traditional online shops, and every major platform just made a move

Marketplaces outpace standalone shops 2-to-1. eBay buys Depop, TikTok tests Prime-style subscriptions, and DoorDash wins FAA drone approval.

Tractor Supply, Albertsons, and DoorDash-Shopify moves signal a structural shift toward digital retail investment

Tractor Supply, Albertsons, and DoorDash-Shopify are each making structural bets on digital commerce as online retail's share of total commerce keeps growing.

Global ecommerce is projected to hit $6.56 trillion in 2025, and retailers are racing to close the AI readiness gap

Global ecommerce is on track for $6.56T in 2025, but retailers face three concrete AI problems blocking their ability to capture that growth.

Amazon Business hits $60 billion in annualized sales as AI and computer vision reshape B2B ecommerce in 2026

Amazon Business, Instacart, and agentic AI are rewriting the rules of B2B and grocery ecommerce, here's what operators need to know.

Retail's digital infrastructure is being rebuilt in real time, and Tractor Supply, Albertsons, and DoorDash are showing how

Three concrete moves in July 2026 reveal how major retailers are rewiring digital operations as ecommerce heads toward a $6.9T global market.

Amazon Business hits $60B and Instacart bets on computer vision as B2B ecommerce enters its next infrastructure cycle

Two major moves announced the same day signal that enterprise ecommerce infrastructure is being rebuilt from the shelf up.

Global e-commerce market on track to nearly triple by 2035, with real operational stakes for B2B sellers

The global e-commerce market is projected to reach $19.83T by 2035, driven by mobile penetration, AI personalization, and D2C platform growth.

Marketplace dominance and mobile growth are reshaping enterprise e-commerce strategy

Nearly half of brands now name marketplaces as their top channel, and mobile commerce continues to expand its share of online spending.

US e-commerce market projected to hit $2.28 trillion by 2031 as mobile and fulfillment reshape supply chains

A new market forecast pegs US e-commerce at $2.28T by 2031, with mobile shopping, digital payments, and rapid fulfillment driving the build-out.

B2B ecommerce pulse: AI agents, marketplace expansion, and digital investment drive mid-2026 momentum

From Kawasaki Engines' 500% AOV jump to a $20.4T global market, B2B ecommerce is accelerating fast in mid-2026.

Toshiba Global Commerce Solutions Promotes Eugene Shvartsman to Chief Revenue Officer to Accelerate Global Growth

Longtime leader to expand revenue strategy, deepen industry relationships, and build on continued business momentum

Get Vertical! Going from Idea to the Top 1% in Less Than 3 Years

Independent retail is operating in one of the most competitive environments in decades. According to the U.S. Bureau of Labor Statistics, roughly 20% of new businesses fail within their first year, and a whopping 50% don’t make it to year five. At the same time, consumers are increasingly choosing brands that offer community, authenticity,…

Scaling A Heritage Brand: Bringing a Local Lens to Growth Strategy

Retail is evolving at a lightning pace, with consumer expectations higher and more informed than ever before. Deloitte research shows that 80 percent of consumers prefer brands that offer personalized experiences, with those customers spending up to 50 percent more. For heritage retailers, this shift presents both opportunity and challenge: how do you honor local…

Branded Access Offers Work Best When They’re Not Sacrificing Brand Loyalty Over a Short-Term Gain

Luxury brands risk alienating their most devoted customers when short-term rental programs undermine the exclusivity that built their reputation

Trending Soon: Solving Customers’ Needs and Creating Personalized Shopping Experiences is the Future of Retail

Retailers who master personalized, frictionless experiences gain a competitive edge in customer retention and revenue growth

Loyalty in Retail: Mastercard is Shaping the Future of Retail by Creating Meaningful Connections with Customers

Retailers are leveraging personalized data and technology to build deeper customer relationships and drive loyalty in an increasingly competitive market

With 800 New Stores in the Offing, How Will Aldi’s Massive Expansion Impact the Grocery Industry?

The discount grocer's aggressive U.S. expansion could reshape competitive dynamics and force rivals to rethink their retail strategies

Understanding Current and Incoming College Students and Their Generation is Vital for Company Growth

Brands that understand Gen Z's desire for personalized spaces gain competitive advantage in the rapidly growing student housing market