Commerce media, which sits at the intersection of retail, data, and advertising, is not slowing down. Join EMARKETER’s principal analysts Sarah Marzano and Max Willens at our
Commerce Media in 2026 summit, on December 5 at 11:30 a.m. ET, for 2026 predictions and a look into what’s driving growth. |
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NOVEMBER 21, 2025 |
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True or false? More than half of consumers plan to use credit cards for holiday spending. |
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TOP STORY |
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Walmart and Target closed their recent earnings calls on sharply different footings, but with a surprisingly shared vision for the immediate future. |
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Walmart delivered another year of broad-based growth and market share gains, while Target spent most of its call outlining a multiyear reset amid uneven discretionary demand and weakening consumer sentiment. |
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IN THE NEWS |
Ecommerce and ads propel Walmart’s growth as consumers prioritize value. Walmart raised its full-year outlook for the second quarter in a row, as the company’s sharp focus on value continues to win it more spending. Read online |
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Other headlines: |
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Bath & Body Works CEO reins in expansion after costly category missteps. Bath & Body Works’ new CEO is overhauling the company’s strategy as it struggles to revive sales and win over younger consumers despite being a major player in the fast-growing fragrance space. Read online
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The global luxury industry is poised for a rebound in 2026. Global personal luxury goods spending is expected to return to growth in 2026 after two years of challenging sales, according to the latest edition of Bain and Altagamma’s luxury report. Read online | | | |
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ANALYSIS |
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Search has seen an enormous upheaval recently in terms of tools, intent, and expected experience, with social platforms like TikTok forging new consumer routines. |
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“Search has fundamentally transformed from this old model of ‘I have a question, I need an answer,’ to really a place for stories and perspective,” said Rema Vasan, TikTok's head of North America business marketing, at a panel during Advertising Week New York. “This isn’t just a change in behavior, this is a fundamental shift.” |
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