#retail-impact

#retail-impact

Vinted's revenues reached 1.1 billion euros in 2025, reflecting a 38% increase on the previous year, while users traded items worth a total of 10.8 billion euros in gross merchandise value.

I create shoppable videos reviews of products sold on Amazon. My strength is that I film in-depth, highly descriptive, long-form videos, which I believe helped me achieve quick success with the program.

AMZW is designed to provide weekly distributions and calendar week returns equal to 1.2 times the calendar week total return of Amazon common shares, amplifying both upside and risk.

Together, the multicultural segment totaled 46 million households in 2024, representing just over 33% of all households in the country—a 12% increase compared to 2017.

Surveys suggest customers want to use AI for shopping and to see AI tools from retailers. In a CI&T survey conducted in 2025, 58% of 1,040 U.S. consumers said retailers should use AI to improve the shopping experience, and almost 75% said they were already using AI tools at least occasionally in their path to purchase. In a separate survey from Gartner last March, 56% of millennials said they would be willing to let AI handle or assist with some of their shopping tasks.

You're scrolling through an online retailer, like Amazon, Shein or eBay, and spot a shirt on sale for $40. You add it to your cart, but at checkout, a $10 shipping fee suddenly appears. Frustrated, you close the tab. But what if that same shirt was priced at $50 with free shipping? The likelihood that you would have bought it without a second thought is much higher.

The outlook for 2026 I'm watching 2026 with equal parts optimism and urgency. Optimism because consumer demand is still there. Retail sales have remained resilient in recent data. Urgency because the operating environment is only getting tighter. Coming out of FY2025, large retailers demonstrated resilience amid inflation pressure, shifting consumer behavior, and global supply-chain complexity. Walmart raised its outlook and leaned further into a model that blends physical stores, e-commerce scale, and execution discipline.

where I worked in the early 2000s in its rather pioneering e-commerce business (which launched, among other things, the first click and collect service). Argos was jostling with Tesco for first place at Christmas, and I've found myself reflecting on why DTC has become such a major issue for several sectors that have not traditionally had a direct path to purchase over the last few years.