This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

This is the Q4 2025 installment of our “Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.

In 2026, commerce media will shift toward the core mechanics of shopping, as retailers reorganize, stores become high-impact media showcases, agentic AI opens new monetization, and financial platforms move closer to shoppable environments.

LinkedIn released a report on the trends shaping small businesses in 2026, proving that technology, trust, and relationship building will be the pillars of success for small businesses in the years ahead. Despite the unique roadblocks small businesses face amid current macroeconomic conditions, success is possible for those who stay on top of emerging technologies, invest in their digital presence, and build professional relationships.

AI isn’t replacing search—it’s moving earlier in the journey. OpenAI data shows only about 2% of ChatGPT prompts mention purchasable items, yet product suggestions appear in nearly one-third of prompts unrelated to shopping. For health and productivity queries, those rates jump above 40%. Meanwhile, AI minutes have quadrupled year over year while Google search usage remains slightly up, meaning AI is adding a new discovery layer, not cannibalizing intent-based search. For marketers, this creates a new upstream battleground where LLMs shape category awareness before comparison shopping begins. Brands must map the non-shopping conversations where their products naturally surface.

After Netflix announced its plans to purchase Warner Bros. Discovery (WBD) Friday, advertisers were left questioning the future of streaming advertising across two of the industry’s strongest ad-supported platforms. Even amid uncertainty on the deal’s future, the current strategy for advertisers is to prepare for a consolidated streaming market where a select few players command audience attention.

On today’s podcast episode, we discuss how AI has already changed search, whether Google is in a better or worse position today because of AI’s rapid rise, and how AI will transform search in the next 6–12 months. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliot and Analyst Jacob Bourne. Listen everywhere, and watch on YouTube and Spotify.

31% of US SMB marketers and business owners use AI-driven design or layout recommendations to optimize landing pages, according to a June 2025 survey from Ascend2 and Unbounce.

A spike in consumer interest, changing social expectations, and perception has brands and retailers leaning into men's fragrances. "The days of guys only wanting a classic, masculine scent are gone," said Sarah Armstrong, associate content manager at Axe US."Guys are looking for excitement in the fragrance category, wanting to explore new scent cues," she said. "For example, we've seen more gourmand, sweet fragrances come to market over the last few years."

Cryptocurrency exchange Kraken announced the public launch of Kraken VIP, a service akin to a private crypto bank for investors with a $10 million average balance or $80 million in annual trading volume. Crypto is tapping the ultra-luxury market with benefits and exclusivity that have been the domain of private banks and high-end credit cards. This new frontier for crypto should incite traditional financial providers to evolve their UHNW offerings to meet rising experiential expectations.

The share of rental applicants who are more than 90 days delinquent on student loans increased from 15% in January 2025 to 32% in May, according to a just-released TransUnion report. Credit score data reflects these delinquencies, with lower-scoring consumers faring the worst. Consumers’ struggles with student loan repayments highlight a problem for financial institutions (FIs) on the hook for private-loan defaults. And as consumers delay expensive financial decisions like buying a house in favor of reducing student loan debt, demand for credit like mortgages and auto loans will suffer.

Netflix will officially acquire Warner Bros. Discovery’s (WBD) streaming and studio assets in an $82.7 billion deal, the company announced Friday morning. Netflix stated it has secured $59 billion in financing from a collection of banks to finalize the deal. This is a coup for Netflix. Acquiring Warner Bros. will provide exclusive control over intellectual property such as DC, Harry Potter, Lord of the Rings, and HBO Originals. Ted Sarandos agreed, framing the acquisition as a rare but necessary shift for Netflix to maintain its leadership.

Canada’s digital economy is entering a faster, more competitive phase in 2026 as ad spending accelerates, short video surges, ecommerce climbs, and AI-driven search reshapes how audiences discover content.

The CDC’s vaccine advisory panel voted to change its recommendation on when babies should receive their first dose of the hepatitis B vaccine. Vaccine makers that develop products administered to children need to develop messaging that addresses the reasons parents give for bypassing routine childhood vaccines—namely, concerns over side effects, safety, and having to get too many shots, per KFF’s survey. Companies should work with state public health agencies—some of which are now issuing their own vaccine guidance to counter changing federal recommendations—to co-develop campaigns that clearly communicate both the benefits of vaccination and the risks of foregoing it.

Amazon Web Services (AWS) and Google Cloud partnered to create a multicloud networking service that lets enterprises spin up private, high-speed links between their platforms in minutes, not weeks, per Android Central. The service will make cross-cloud traffic less vulnerable to outages, which break attribution chains, stall ad delivery, disrupt retail checkouts, and skew measurement windows, affecting brand profits. As cloud giants reinforce the internet’s plumbing, brands should match that urgency by auditing single-cloud dependencies, stress-testing campaign flows, and building failover paths for commerce and attribution.

Softening consumer confidence hasn’t dented beauty demand, according to executives from Ulta Beauty and Estée Lauder. Engagement with the category “remained healthy in Q3,” Ulta CEO Kecia Steelman said, noting that sales rose across both mass and prestige products. The US consumer is “resilient,” Estée Lauder CEO Stephane de la Faverie said, though he acknowledged signs of price sensitivity. The strength isn’t isolated to Estée Lauder and Ulta: Beauty sales accelerated in Q3, according to Circana, showing that shoppers are prioritizing self-care amid uncertainty. However, while shoppers are keen to buy, they are managing their budgets and focusing on value.

Nearly one-third (64%) of SMBs cite social as their No. 1 traffic source, topping organic search at 52% and reflecting a broader move in how buyers discover brands, per WordStream by LocaliQ. SMBs are embracing social platforms as a remedy for increasing volatility from genAI search updates. Brands looking to reach SMBs should prioritize Instagram and TikTok, where engagement and creator ROI lead. Short-form, tutorial-style content that tackles real SMB pain points performs best on these platforms. SMBs should double down on social strategies while strengthening content so AI summaries surface their brands before competitors’.

Gap’s new AI chatbot was quickly coaxed into discussing intimacy products and other off-limits topics after launch, revealing a misconfiguration in the guardrails set by its AI partner Sierra, according to The Information. Sierra said a bad actor attempted to jailbreak more than a dozen client agents, and Gap’s was the only one that slipped past detection due to the setup error, which has since been fixed. The incident underscores how easily brand safety can be compromised when safeguards aren’t airtight, highlighting the need for companies to rigorously vet vendors and ensure robust protections before deploying AI tools.

A growing number of high-end and mass-market brands are thriving even as they reduce promotions to protect margins and strengthen brand equity. Victoria’s Secret delivered its strongest sales growth in four years through more targeted discounting, while On Holding and Ralph Lauren posted standout revenue and EPS gains by preserving premium pricing and elevating brand perception. The trend extends beyond retail: although Cava recently cut its sales outlook, it is still avoiding discounts to protect a value proposition rooted in quality and experience. Together, these strategies reflect a shift away from competing primarily on price.