蘑菇AV

On today's episode, in our "Retail Me This, Retail Me That" segment, we invent a new sport called the "National Retailers League," where we look at how retailers stack up against each other across different areas. Then, we examine the battle between the top 15 retailers for online dollars and hand out some awards based on fulfillment experience, the best mobile app, and internet innovation. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Blake Droesch.

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.

VC firms scramble to keep money flowing to climate tech: After a pandemic-era funding boom, economic uncertainty threatens to undermine climate innovation. Recognizing the ROI, VC firms are taking action.

Shoppers spent more on necessities like groceries and prescriptions, and less on discretionary goods such as electronics and home products. Grocery private label penetration was up 60 basis points compared with last year. Walmart also pointed to its ecommerce investments as an important buffer against volatility, noting that consumers increasingly value delivery speed and convenience.

Walmart is developing AI agents for its app and site that can reorder groceries or build an entire shopping basket with a simple prompt like 鈥減lan a unicorn-themed party for my daughter,鈥� US CTO Hari Vasudev told The Wall Street Journal. Shifting strategies: Retailers like Walmart are also preparing for a future in which third-party agents interact directly with their platforms.

As far as what they should do, I think they should lean into the grocery angle, open up as many Amazon Fresh stores as possible, and just have a place to connect the online grocery experience with the offline experience, because that's the only way that they can really get into grocery, which is the most profitable way that they can expand into physical retail. Marcus Johnson:. Okay. Suzy.

The phrase 鈥渞etail apocalypse鈥� once dominated industry conversation, Ethan Chernofsky, senior vice president of marketing at Placer.ai said during the 蘑菇AV Summit on November 1. 鈥淲e were convinced [that] the store was dying,鈥� Chernofsky said. 鈥淚t was a thing of the past, and we were going to move to this fully online 别苍惫颈谤辞苍尘别苍迟.鈥�

While Instacart remains the largest grocery intermediary platform by a considerable margin, with a 57.7% market share, the company is facing growing competition from Uber and DoorDash. They see grocery as a considerable growth opportunity, one that would make their apps sticker. We expect Uber鈥檚 grocery sales to grow 18.6% in 2025 to $4.58 billion, while DoorDash鈥檚 will jump 22.9% to $8.26 billion.

Retail media is driving much of digital advertising鈥檚 growth. Despite a slight reset in 2024, retail media continues its double-digit growth trajectory in France, Germany, and the UK. The UK leads in terms of dollar value, while Germany has the biggest share of digital ad investment in retail media. Amazon dominates, but other retailers are gaining.

Fetch is already entrenched in the grocery vertical, and last year it launched Fetch Play, which offers rewards for mobile gaming. The expansion into streaming, where most consumers are, is a natural progression. Kochava can track incentives, watch times, and video popularity and share that data with streamers.

For example, Walmart鈥檚 new offering lets shoppers purchase prescription medications online and have them delivered alongside groceries and other items on the same day. Fifty-five percent of its customers expressed a desire for such a service, and it was most requested by customers who self-identify as time-sensitive, busy families, according to Walmart.

For example, Walmart now lets shoppers purchase prescription medications online and have them delivered alongside groceries and other items on the same day. Some 55% of its customers expressed a desire for such a service, and it was most requested by customers who self-identify as time-sensitive, busy families, according to Walmart.