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Examples of websites or apps primarily engaged in retail ecommerce include Amazon, Walmart, and Mercado Libre; examples of retail media networks (RMNs) include Amazon's DSP and Mercado Libre鈥檚 Audience Deals; includes ads purchased through RMNs that may not appear on ecommerce sites or apps. Latin America鈥檚 multibillion-dollar retail media revolution marches on.

Retailers invest in shoppable TV ads after seeing early results: Walmart, Amazon, and Home Depot are banking on the format鈥檚 interactivity and ability to grab viewers鈥� attention to drive holiday sales.

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.

What it means: Over the past year, there鈥檚 been a rise in AI-powered agents and chatbots from retailers like Walmart and Amazon. As the technology becomes more embedded across ecommerce sites and apps, consumers are becoming more comfortable with using AI while they shop, especially for practical purposes like price comparison and finding product info. 5.

The context: Walmart has been bolstering its retail media business to claim a larger share of digital advertising鈥檚 fastest-growing sector. Walmart Connect partnered with Disney Advertising so brands can target ads across Disney+ and Hulu using Walmart鈥檚 shopper data. It鈥檚 working with NBCUniversal to bring hyperspecific shoppable advertising to sports livestreams on Peacock.

Semrush data cited by Reuters found that Temu and Shein were buying Google ad space on search terms like 鈥淲补濒尘补谤迟 Black Friday,鈥� 鈥淏ed Bath Beyond,鈥� 鈥淲补濒尘补谤迟 Clothes,鈥� and other key terms with major competing brands in hopes of targeting consumers during the Cyber Five. CPCs on 鈥淲补濒尘补谤迟 Clothes鈥� increased 16 times from August 2022 to August 2024.

Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Urban Outfitters and Pacsun are tapping into Pinterest and in-person experiences to get students and families shopping, while Meijer, Walmart, and Target are focused on value. Those are just a few brands that made our Unofficial Most Interesting Retailers List, Back-to-School Edition, for July 2024.

The news: Walmart is scaling back its diversity, equity, and inclusion (DEI) initiatives, including eliminating key partnerships and rebranding efforts, marking a significant shift in corporate diversity strategy among major retailers. The retailer is ending its $100 million commitment to the Racial Equity Center, a program launched in 2020.

Following a limited test across 25 stores in April 2023, Walmart has steadily increased its advertiser-funded in-store demo and sampling program. Walmart has said it is experimenting with bridging physical and digital, using QR codes at demo stations to link shoppers to digital product discovery pages and list-building capabilities.

Nordstrom gives its shopping app a genAI upgrade: The department store retailer hopes enhanced search and personalization capabilities will give it an edge this holiday season.

Walmart鈥檚 strong Q3 bodes well for its holiday performance: The retailer鈥檚 sales and profits beat expectations thanks to healthy ecommerce growth, more affluent shoppers, and recovering general merchandise sales.

By the numbers: Generative AI (genAI) is set to play a much more important role in holiday shopping鈥攁nd ecommerce overall鈥攁s consumers grow more accustomed to the tech and as retailers rely on it to offer customers a more personalized, relevant experience.

By 2028, almost 30% of digital ad spending will go to companies whose primary business is retail or ecommerce. Five years ago, that figure was 8.8%. Click here to view our full forecast for US retail media ad spending. The field is getting more crowded. Amazon is the driver of the retail media phenomenon, but Walmart, Target, Kroger, Instacart, and many others are jumping on the bandwagon.

Unlike Walmart鈥攐r Costco, which has a similar upscale customer base to Target鈥擳arget hasn鈥檛 found a formula that works in this macroeconomic environment. It is hard to shift brand perceptions, and Target鈥檚 increased emphasis on value is playing on turf owned by Walmart and Costco.

TikTok Shop wants to be a holiday season shopping hub: The platform鈥檚 Brand Palooza campaign features steep discounts, an extended returns window, and TikTok Lives from celebrities, brands, and creators.

To take on retail media giants like Amazon and Walmart Connect, smaller networks need to constantly show what sets them apart and step up their media game.

While Walmart may not be participating in the Cyber Dozen, its 鈥淏lack Friday Deals鈥� event will kick off Monday, November 25 at 12pm Eastern for Walmart+ members before opening to the public five hours later. The sale will offer steep discounts such as 67% off a TCL 65-inch TV and 68% off a Carote cookware set.