Category
Black Friday and Cyber Monday were blowout days for TikTok Shop.
In app purchases saw a 165% increase in shoppers year-over-year. Fueled by both familiar and new creators within TikTok’s extensive community, there were over 4 billion #tiktokshopblackfriday views and 3.5 billion #tiktokshopcybermonday across the platform to help inspire shoppers, according to TikTok’s data.
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Markets
Winning retailers are abandoning expansion for expansion’s sake, focusing instead on tightly defined assortments built around clear customer value.
Earnings reports are showing a clear line between brands that stayed close to their core customer – and those now paying to recover that connection.
Performance, durability, and comfort are turning basics into a higher-value, repeat-purchase category.
A snapshot of key market movements across materials prices, supply chains, retail performance and consumer sentiment
Regional demand gaps, rising competition, and value-led behavior are reshaping the global market for premium activewear
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