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Because with Instacart, you can keep adding to your cart throughout the entire shopping experience, so there's no friction there of having to reenter your card information or anything like that. Sara Lebow:. Yeah, Instacart has those hyper-targeted suggestions also right?

Retailers are investing in search advertising: Retail giants such as Amazon, Instacart, and Walmart are looking to transform the traditional keyword-based search experiences on their websites into more tailored experiences. 鈥淣obody wants to search,鈥� Goldman said. Consumers want everything that they鈥檙e looking for to appear instantaneously, which isn鈥檛 possible, Goldman said.

Offering a standalone grocery service could help Amazon narrow the gap, assuming it prices the membership low enough to compete with Walmart+, Instacart, Kroger, and the numerous other retailers vying for a piece of the market.

Digital grocery shoppers are spending more on grocer websites than with third-party intermediaries like Instacart or DoorDash, per February data from Incisiv and Wynshop. Grocer apps make up a tiny piece of the pie, presenting an opportunity for grocers to grow their share of sales.

Caper (owned by Instacart) makes AI-powered smart carts, which are used by retailers including ShopRite and Fairway Market. The Kroger Co. has taken it a step further and partnered with Caper to create its own line of smart carts.

Amazon and Walmart Connect are the two biggest players, according to data from the Association of National Advertisers, but Target, Kroger, and Instacart are not too far behind. That means advertisers have options. Lipsman says as long as supply outpaces demand, cost per click will stay low, 鈥渂ut it may be safer to invest in still-maturing platforms.鈥�. Affordable grocers are thriving.

Those stores give it an advantage over Amazon and Instacart, whose retail media networks are primarily digital, and Walmart, which lacks high-quality first-party data from in-store shoppers. Our take: The US retail clinic population is rising. We estimate nearly 84 million US adults (31.6% of the population) will visit a retail health clinic in 2023.

Retail media is on the rise this year, with Walmart and Instacart growing the fastest. While Amazon鈥檚 ad business is growing slower than other retail media networks, its revenues are higher at $34.59 billion in US ad revenues. Walmart will see a fraction of that at $3.16 billion. Instacart鈥檚 ad revenues will be even lower at $1.12 billion.

Instacart announced a shoppable ads partnership with YouTube. Amazon Ads revealed a partnership with Omnicom Media Group. CVS Media Exchange released self-service ads with The Trade Desk. Retail media will make up 14.1% of total US media ad spend this year, per our forecast, and its presence at Cannes reflected its growing share.

Evelyn says Instacart, Stephanie Instacart, and hopefully Suzy says Instacart. It's true, Instacart is the correct answer. They just IPO-ed. A point each for all of you. Suzy, we've been keeping an eye on this for a long time, and whilst I don't believe we're fashioning a full episode out of this, what are some of your thoughts on Instacart finally IPO-ing? Suzy Davidkhanian:.

But as advertisers funnel more budget into RMNs, they鈥檙e diversifying their spend among other retailers, including Walmart and Instacart. Apple and Microsoft are encroaching further onto Google鈥檚 turf. The AI-assisted search revolution will take place primarily on the nonretail battleground, which is still dominated by Google.

While Amazon will see the lion鈥檚 share of ad revenues next year, both Walmart and Instacart will experience the strongest growth, increasing their ad revenues by 42% and 41%, respectively.

JPMorgan launched the long-awaited Instacart Mastercard co-brand in July and followed it up with a DoorDash co-brand card announcement. And American Express signed a partnership over the summer with card startup Cardless to launch digital co-brands. Digital programs are ushering in the next wave of innovation in the co-brand card sector. Issuers tapped small-business credit demand.

And if you're going through Instacart, you're not getting the value that you're getting if you're buying directly from Costco. And so why are you shopping at Costco almost? Sara Lebow:. Both of those are great points because if you are going through Instacart for Costco, you're probably going through Instacart for grocery as well. But yeah, that's a great point, Zak.

Like DoorDash and Instacart, Uber is investing in its advertising platform, too, to shore up yet another stream of revenues. More like this:. Report: US Digital Grocery Forecast 2022. Article: Rapid delivery is at an inflection point. Article: Top 3 retail automation technologies to watch.

Some states forbid brands from selling directly to consumers, while other states restrict third-party delivery services such as Instacart and Uber Eats.

鈥淭he companies that are really going to achieve escape velocity and drive tons and tons of revenue for themselves with retail media are the companies that are going to have lots and lots of repeat business and lots and lots of repeat customers,鈥� Willens said, pointing to the likes of Walmart, Target, and Instacart.

Case study: Klarna, Instacart, and Expedia are working with OpenAI to create plugins that allow users to ask open-ended questions about what to eat for dinner or where to go on vacation. The chatbot can then make a recommendation, linking to specific products. Watch out: Customer-facing AI may not be as sensitive to the tone of queries as a human representative might be.

The big takeaway: While Amazon鈥檚 genAI initiatives show its commitment to developing the tech, they鈥檙e not that far removed from the experiments that retailers like Walmart, Carrefour, and Instacart are running鈥攚hich is surprising given Amazon鈥檚 extensive AI expertise and resources.

The challenge: Target is entering a highly competitive market with many retail membership programs, from Costco and Best Buy to Instacart and Uber. Amazon Prime is the leader, with 97.2 million US households holding a membership in 2024, per our forecast.

Early adopters include Instacart and DoorDash, which both tested the technology leading up to this year鈥檚 Super Bowl. QR code use soars: This year, 94.1 million US consumers will use smartphone QR scanners, which will grow to 102.6 million by 2026, per our forecast.

Expedia has one for planning trips, Instacart can help suggest recipe ideas and build shopping lists, and Klarna can parse through online shops and compare prices. Kaput sees plugins as the next App Store and a space for brand investment. 鈥淭hat might be the first person I start paying,鈥� he said. Personalization: AI has the potential to unlock hyperpersonal campaigns.

Recent retail media roundup: The latest from Albertsons, Microsoft, and Instacart. Retail media grows its share of total US ad spend, but isn鈥檛 overtaking social just yet. Note: All numbers are eMarketer estimates.