Weekly Round Up

Weekly Round UpLong Form Article Research Deep Dive
Weekly Round UpWeekly Round Up
The Whole Truth Raises $51M, Online Car Sales Jump 1,500%, and Consumers Trade Down

The Whole Truth Raises $51M, Online Car Sales Jump 1,500%, and Consumers Trade Down

Clean-label food secures $51M and Valentine’s spending hits $29.1B, while structural inflation forces shoppers to value over loyalty.

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$325M Bets, Slowing Fashion Sales, and Why Social Is the Funnel Now

$325M Bets, Slowing Fashion Sales, and Why Social Is the Funnel Now

CAVU raises a $325M fund and fashion sales hit a global slowdown, while 52% of shoppers now buy directly on social platforms.

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Value, Borders, and a $2.25B Bet

Value, Borders, and a $2.25B Bet

Clorox acquires Purell-maker GOJO for $2.25B and European B2B commerce goes borderless, while brands race to decode the new "value-seeking" consumer.

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China Is Back, Free Delivery Converts, and Sony Makes a Bold Move

China Is Back, Free Delivery Converts, and Sony Makes a Bold Move

Domestic travel hits 142M trips and free delivery drives 55% of cross-border conversions, while Sony spins off TV hardware to TCL.

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Price Hikes, Plug Ins, and a $1.3B Bet on Broken Windshields

Price Hikes, Plug Ins, and a $1.3B Bet on Broken Windshields

Consumers trade down to private labels and retailers stick to infrastructure tech, while Boyd Group drops $1.3B to roll up collision centers.

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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.

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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.

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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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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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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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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.

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The Retail Trifecta: Holidays, Gift Cards, and Emerging Tech

The Retail Trifecta: Holidays, Gift Cards, and Emerging Tech

Holiday spending is set to break records again, with gift cards leading the charge and AI reshaping how consumers shop. This week’s pulse shows a market driven by value, convenience, and smarter digital experiences.