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From $976B to $4.3T: Where Consumer Dollars (and Risks) Are Moving

From $976B to $4.3T: Where Consumer Dollars (and Risks) Are Moving

This week we’re unpacking how D2C is scaling at a 14.6% CAGR toward an $880B market.

Long Form ArticleLong Form Article
The Direct-to-Consumer Market: Why Owning the Customer Is Becoming the Defining Retail Advantage

The Direct-to-Consumer Market: Why Owning the Customer Is Becoming the Defining Retail Advantage

The direct-to-consumer (D2C) model is no longer a peripheral experiment in retail—it is rapidly becoming a core strategic pillar for consumer brands and a critical lens through which investors should evaluate long-term value creation.

Weekly Round UpWeekly Round Up
End of Year Special Issue:A 2025 Review of the Most Relevant Consumer Holidays & Retail Moments

End of Year Special Issue:A 2025 Review of the Most Relevant Consumer Holidays & Retail Moments

Valentine’s Day hits a record $27.5B and Back-to-School drives $39.4B, while Halloween draws 97% consumer participation.

Weekly Round UpWeekly Round Up
Consumer shock stats: 85% social buyers, 19% failed bots, $1B pizza pivot

Consumer shock stats: 85% social buyers, 19% failed bots, $1B pizza pivot

CPK secures ~$300M to reboot its brand and B2B sellers target 78% web growth, while 46% of shoppers turn to secondhand gifting to save money.

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The Scroll-to-Buy Economy: How Social Content Drives Purchases

The Scroll-to-Buy Economy: How Social Content Drives Purchases

Social shopping—where browsing and buying happen on the same platform—is gaining traction, but adoption isn’t universal.

Weekly Round UpWeekly Round Up
LATAM’s $265B Surge, The 29% Savings Squeeze, and Boats Group’s Big Bet

LATAM’s $265B Surge, The 29% Savings Squeeze, and Boats Group’s Big Bet

General Atlantic backs Boats Group and LATAM e-commerce targets $265B by 2028, while 43% of consumers cite inflation as their primary concern.

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Consumer Savings Trends Show Mounting Pressure as 2025 Approaches

Consumer Savings Trends Show Mounting Pressure as 2025 Approaches

How consumers are adjusting their saving habits—and the measures they’re taking to cope.

Weekly Round UpWeekly Round Up
45% Cutbacks: Where Consumers Are Saving (and Why Your App Must Be Perfect)

45% Cutbacks: Where Consumers Are Saving (and Why Your App Must Be Perfect)

Paramount launches a $108B hostile bid for WBD and retailers pivot to app optimization, while 45% of consumers slash non-essential spending to navigate inflation.

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European Consumers End the Year Cautious but Resilient

European Consumers End the Year Cautious but Resilient

As Europe moved into the final quarter of the year, consumer sentiment across the continent remained subdued but stable, reflecting a prolonged period of economic uncertainty rather than acute deterioration.

Weekly Round UpWeekly Round Up
Black Friday, Red Flags: Why Consumers Are Spending Differently This Year

Black Friday, Red Flags: Why Consumers Are Spending Differently This Year

Black Friday spending targets $10.8B as Gen Z prioritizes identity over doorbusters, while 38% of consumers combat food inflation by reducing waste and Prada acquires Versace for $1.51B.

Research Deep Dive Research Deep Dive
Beyond Discounts: The Forces Driving Record Spend

Beyond Discounts: The Forces Driving Record Spend

Black Friday 2024 is unfolding against a backdrop of shifting consumer behavior, persistent economic uncertainty, and heightened competition for discretionary spending.

Long Form ArticleLong Form Article
Sustainability in eCommerce: From Priority to Practice

Sustainability in eCommerce: From Priority to Practice

Sustainability has become a defining force in global eCommerce, reshaping how products are manufactured, packaged, shipped, and delivered.

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