Weekly Round Up

Weekly Round UpLong Form Article Research Deep Dive
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Cash & Repeat: The Digital C&R Payoff and Loyalty Shakeup

Cash & Repeat: The Digital C&R Payoff and Loyalty Shakeup

Digital bets are no longer experiments—they’re profit engines.But as eComm climbs and loyalty fractures, retailers face a new balancing act.

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$83B BNPL Growth, $9B Sneakers, Temu’s Hype At Risk

$83B BNPL Growth, $9B Sneakers, Temu’s Hype At Risk

BNPL adoption matures, Skechers takes a $9B private step, and Temu faces questions after its explosive rise in downloads.

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$250M in Gift Cards Stolen | 70% Stick With Meal Kits – What Loyalty Data Reveals

$250M in Gift Cards Stolen | 70% Stick With Meal Kits – What Loyalty Data Reveals

Consumer confidence slips, e-commerce races ahead, and loyalty plays tug-of-war with fraud.

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Pickleball’s $6B Serve: Is Athleisure 2.0 Already Here?

Pickleball’s $6B Serve: Is Athleisure 2.0 Already Here?

Pickleball’s apparel and equipment market is surging toward $6B, fueled by lifestyle crossover, premium gear, and digital sales.

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Back-To-School Spend | Loyalty 2.0 | The Rise of “Nonessential” Essentials

Back-To-School Spend | Loyalty 2.0 | The Rise of “Nonessential” Essentials

Back-to-school is now America’s second-largest consumer event, with K-12 spending reaching $39.4B this year.

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$121B Consumer M&A Recalibrates | Hear From Jon Ledecky, Bobby Sharma, Julia Wittlin, Ben Fund & More

$121B Consumer M&A Recalibrates | Hear From Jon Ledecky, Bobby Sharma, Julia Wittlin, Ben Fund & More

Inside: $121B in consumer M&A pivots to precision, Fonterra–Lactalis aligns ~$2.2B in dairy assets, and 63% of shoppers still start on Google.

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40% Drop In Consumer Confidence, Tech Hits $537B, and Soho House Goes Private

40% Drop In Consumer Confidence, Tech Hits $537B, and Soho House Goes Private

Sub-60 sentiment + 1938-era tariffs + 6.5% inflation expectations = thinner pricing power—plan for value-led offers, tighter inventory turns, and higher promo intensity.

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€2.2B JD–Ceconomy Deal, 400K Bitcoin Gift Cards, and 80% Mobile Traffic

€2.2B JD–Ceconomy Deal, 400K Bitcoin Gift Cards, and 80% Mobile Traffic

Inside: LatAm OTC shake-up, JD.com’s €2.2B Europe push, 400K Bitcoin gift cards at checkout, and mobile now 80% of retail traffic.

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The $461B Global Coffee Market | Frappuccino M&A | LATAM Prepaid Cards

The $461B Global Coffee Market | Frappuccino M&A | LATAM Prepaid Cards

Freeman Spogli joins the $461 billion party of Global Coffee Market, appliances saw a 135% year over year growth in the Amazon Prime Day.

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$50 Cashmere Sweaters I $1.3 Trillion In Play In Consumer Tech I $200M DTC Deal

$50 Cashmere Sweaters I $1.3 Trillion In Play In Consumer Tech I $200M DTC Deal

Consumer tech Players are in a $1.3T field, while social commerce escalates fast to $1 trillion.

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$2.3B Vizio Pivot, Walmart's Screen-to-Shelf Play, B2B Gift Cards Accelerate

$2.3B Vizio Pivot, Walmart's Screen-to-Shelf Play, B2B Gift Cards Accelerate

Inside: comfort-first splurges, AI’s quiet risk edge, and Walmart’s Vizio pivot turning screens into ad engines.

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Prime Day’s Record Run: Boomers and GenZ Fuel a $14B Boom

Prime Day’s Record Run: Boomers and GenZ Fuel a $14B Boom

Older shoppers and planned purchases drove a record-setting $14B as Prime Day cemented its status as the cloud-era Black Friday.