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Yeah, and I think one thing that I heard, which was not new this year, but just in the whole conversation about grocery, talking about how there will be cultural issues that will get in the way of digital grocery adoption. And I think it's pretty uniform in every country that there's going to be that tactile component of grocery, people who want to go in and touch and feel.

Our analysts predict that the rising cost of groceries could bring more consumers in-store to avoid costs like delivery fees. Use this chart: Marketers can use this chart to understand which technologies shoppers are most familiar with and defend initiatives to try new tools, like smart shopping carts, to boost convenience. Related Ä¢¹½AV reports:.

I mean, we've seen a lot of research that consumers who switch from brands to private labels or other competing products because they're trying to save a few bucks at the grocery store because of inflation, their likelihood to basically go back to the brand once they've had a positive experience with a competitor is very unlikely.

What I'm curious about here is if they're going to be using influencers mainly for cosmetics, beauty, health products or if they're also going to be using them to market things like food and other sort of grocery CPG? Sky Canaves:. I think they need them for everything.

A tariff on Mexican imports, for example, would cause grocery prices to spike and likely push consumers to further cut discretionary spending. Still, we expect retail sales in 2025 to rise 2.9%, a slight acceleration from last year’s 2.8% increase.

The shift likely reflects the incoming administration’s recognition that universal tariffs could spark another inflationary cycle—particularly at the grocery store, where about 60% of fresh fruit and 40% of fresh vegetables in the US are imported. Ripple effects: While the scaled back approach is less aggressive than the original plan, it would still be a major jolt to the global trade order.

Likewise, disinflation in non-grocery categories and extensive rollbacks helped Walmart report its second-straight quarter of positive general merchandise sales.  However, Target’s efforts to woo shoppers with sales and price cuts on thousands of items fell flat as customers prioritized lower-margin essentials like groceries over discretionary categories such as apparel and home goods.

Digital offers, preferred by 62% of US grocery shoppers, are the top method for saving on groceries. However, in-store sales follow closely at 55%, per June 2024 data from Ibotta.

Our take: T-Mobile’s push into advertising aligns with the trend of industries like retail and grocery plunging into the sector. The company sees an opportunity in DOOH’s growth as more billboards transition to screen-based advertising.

The news: Amazon is testing a rapid delivery service in India that will enable shoppers in Bangalore to receive items like groceries and household items within 15 minutes, per Bloomberg. The available product catalog will vary from groceries to household items, depending on the neighborhood being served.

Nonalcoholic beer, wine, and spirits retail sales in the US grew 31.3% YoY in 2024, per a November report from Circana. 83% of Gen Z adults typically buy alcohol in-store at a supermarket or liquor store, according to an October 2024 survey from Attest.

Walmart’s clear value proposition helped it attract consumers across the income spectrum—especially in the grocery category. And its Walmart+ membership service helped it retain those customers by quickly delivering online orders at no additional cost. The combination of Walmart’s booming grocery and ecommerce sales also fueled its highly lucrative advertising business.

Temu could try appealing to inflation-weary consumers by introducing the gamified, group-buying grocery shopping concept that made sister app Pinduoduo enormously popular in China.

This could significantly impact traffic to home goods and grocery stores. AI concierge services for high-touch purchases will take off. Dedicated agents on brand landing pages and higher-touch product pages will help consumers find what they need.

The same percentage plan to spend less on non-essential groceries. The key stat: Amazon’s cost per click (CPC) rates rose 6% YoY in Q4 2024, according to Skai. Smaller platforms had lower CPCs and faster click growth, though Skai did not disclose which platforms or their CPC rates. Amazon will secure 76.2% of US retail media ad revenue this year, per our forecast.

Loblaw (Canada’s largest grocery chain) predicts shoppers will switch to private-label brands if prices rise. How will the alcohol industry be affected by tariffs? The alcohol industry faces rising costs and reduced demand due to tariffs.

The number of people shopping for groceries online is rising in both France and Germany. We predict that the number of digital grocery buyers will reach 19.7 million in France and 22.4 million in Germany by the end of this year. The apparel, footwear, and accessories category is growing slower than ecommerce overall.

The likelihood that those policies will cause prices to rise and reignite inflation is pushing many consumers to pull forward big-ticket purchases and, in some cases, stockpile items like cosmetics, home goods, and nonperishable groceries. It’s also affecting their outlook on future spending.

Meanwhile, value and specialty grocery chains saw high growth in visits on the day before Thanksgiving when compared with last year, per Placer.ai data. Grocery Outlet Bargain Market saw a 13.5% growth in YoY visits. Lesson: "The holiday season, as a whole, is as important, if not more important, than it was. I'd argue it's more important," Chernofsky said.

British supermarket Morrisons became the latest UK retailer to unveil its own retail media network in September. It follows similar moves by Tesco, Boots, and Sainsbury’s—heralding an acceleration of retail media in the UK. This Analyst Take will explore what’s driving the shift, as well as our predictions for the future of UK retail media networks.

Amazon’s everyday essentials business—which includes nonperishable groceries along with beauty, health, and personal care products—is growing 50% faster than the rest of its retail business, retail CEO Doug Herrington said at an all-hands meeting, largely because more than half of those essentials are now being delivered same- or next-day.