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JANUARY 22, 2026 |
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TOP STORY |
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Livestream commerce combines real-time video broadcasting with instant purchasing, allowing viewers to watch product demonstrations, ask questions, and buy without leaving the stream. The format has transformed retail in China, and in the US, adoption is accelerating. |
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Platforms like TikTok Shop, Whatnot, and eBay Live are driving growth, while brands experiment with creator-led streams to reach engaged audiences. |
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IN THE NEWS |
TikTok doubles down on ecommerce. TikTok Shop has quickly become a major ecommerce player in the US, and now it is making a concerted effort to expand both the number and range of brands selling on the platform. Read online |
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Other headlines: |
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US private labels ate into national brands’ share in 2025. Private label dollar sales in the US grew 3.3% in the 52 weeks that ended December 28, 2025, nearly triple the 1.2% growth rate of national brands, per the Private Label Manufacturers Association. Read online
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Burberry points to Gen Z momentum as sales trend upward. Burberry credited an uptick in Gen Z customers—particularly in China—for its better-than-expected performance during the last quarter of 2025. Read online
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Lululemon’s merchandising missteps hurt its premium positioning. Lululemon paused online sales for a new collection of leggings after customers complained the fabric was sheer and not “squat proof,” the latest in a series of merchandising missteps. Read online | | | |
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ANALYSIS |
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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. |
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