Retail Spending news and trends

Nike’s S&P Exit Is a Warning for Every Consumer Brand
Retail // September 15, 2026

Nike’s upcoming removal from the S&P 100 is easy to read as a corporate fall-from-grace story. It may be more useful to read it as a retail one. After nearly 18 years in the index, Nike will be removed from the S&P 100 before trading...

Target Faces Pushback From Investors on Management Tactics
Retail // March 01, 2026

Target is reportedly facing criticism from a group of investors unhappy with its management’s decisions. That’s according to a report Friday (Feb. 27) from Reuters, which noted that this push is happening at a time when Target is struggling while rivals Walmart and Costco benefit...

Malls Draw Gen Z Shoppers by Providing Opportunities to Socialize
Retail // December 29, 2025

Malls are drawing Gen Z shoppers by catering to young people’s desire to socialize in real life and away from screens. Experts interviewed by Retail TouchPoints for a report posted Friday (Dec. 26) said malls are attracting these under-30 shoppers by offering more than the...

Black Friday’s Big Traffic Shake-Up: Amazon Surges, Walmart Slips, Target Splits
Retail // December 09, 2025

Retail’s triple crown of Walmart, Amazon and Target saw major shifts in who shopped this year’s Black Friday sales—and not all the changes were identical. New PYMNTS Intelligence data shows that as millions of Americans became more cost-constrained this summer and fall, they overwhelmingly favored...

Interviews & Exclusives
Amazon’s Retail Lead Goes Beyond Electronics

October 06, 2026
Amazon now captures more spending than Walmart in five of seven retail categories, extending its reach from electronics and apparel into health and personal care. That breadth gives Amazon several ways to grow as consumers shift more purchases toward goods they can research, order and have delivered without visiting a store. The September 2026 PYMNTS […]

Black Friday’s Big Traffic Shake-Up: Amazon Surges, Walmart Slips, Target Splits

December 09, 2025
Retail’s triple crown of Walmart, Amazon and Target saw major shifts in who shopped this year’s Black Friday sales—and not all the changes were identical. New PYMNTS Intelligence data shows...

5 Things ChatGPT Said Will Make the Holiday Shopping Gift List

November 28, 2025
Ahead of the holiday rush, we asked ChatGPT to predict how the 2025 holiday shopping season will unfold. The model identified five clear trends in spending categories, shopping channels, payment...

Retailers Lean on Digital as Cost Pressures Rewrite Q3

November 26, 2025
The latest earnings from Kohl’s, Burlington Stores and Dick’s Sporting Goods, all released Tuesday (Nov. 25), show a consumer who is still spending but doing so in tighter, more income-constrained...

Quick Reads
Target Faces Pushback From Investors on Management Tactics

March 01, 2026
Target is reportedly facing criticism from a group of investors unhappy with its management’s decisions. That’s according to a report Friday (Feb. 27) from Reuters, which noted that this push is happening at a time when Target is struggling while rivals Walmart and Costco benefit from cost-conscious consumers. Target’s profits are down 14% in the […]

Malls Draw Gen Z Shoppers by Providing Opportunities to Socialize

December 29, 2025
Malls are drawing Gen Z shoppers by catering to young people’s desire to socialize in real life and away from screens. Experts interviewed by Retail TouchPoints for a report posted...

Tariffs Force Brands to Hedge on Black Friday Deals

November 11, 2025
Retailers are preparing for a more restrained Black Friday this year, as tariffs and inflation drive up costs and force brands to scale back promotions. According to a Bloomberg report...

Kroger Says Paper Coupons Boost Customer Satisfaction and Unit Sales

September 16, 2025
Paper coupons can boost a retailer’s appeal to customers who are older or who don’t have the latest iPhone, according to Kroger executives. During the grocery giant’s Thursday (Sept. 11)...