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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.

Private label products give retailers more control over sourcing, manufacturing, and pricing, which they can use to offer items for lower costs, encouraging consumers to try new products, leading to lifelong brand ambassadors who will swear by your brand. Here鈥檚 how Target, Walmart, and Costco are labeling up.

The position is a stark contrast to Walmart, Mattel, and others that have warned of price hikes amid the highest average US tariffs since 1934. Zooming out: Bastek鈥檚 comments came as Home Depot reported Q1 results that showed resilience amid stiff macro headwinds and a housing affordability crisis that continues to sideline potential buyers.

Amazon is ditching Just Walk Out in favor of Dash Carts. Not only will the move satisfy customers鈥� desire for familiar technology, but it鈥檚 also creating more ad inventory. Walmart Connect also emphasized its in-store retail media potential last week, with a focus on expanding familiar strategies like sampling and TV screens. This back-to-basics approach might spark more in-store retail media ad spend.

On today's podcast episode, we discuss how the Apple monopoly trial could change the smartphone market, whether Aldi can take on Walmart, if gambling ads will get banned, the impact of Amazon's "Big Spring Sale," how seriously we should be taking drone delivery, where the happiest people in the world live, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.

2024 is shaping up to be the year of the AI-powered shopping assistant. Just two months in, retailers from Walmart and Amazon to Ikea and Chevron have released a flurry of AI-based updates, hoping to make the shopping experience easier and more relevant.

On today's podcast episode, we discuss what TV even is anymore, how the redefining of TV is reshaping marketers' approach, and why not all data is created equal. "In Other News," we talk about why live TV is the new streaming and the real reason Walmart bought TV-maker Vizio. Tune in to the discussion with our analyst Ross Benes and Alison Gensheimer, head of Nielsen marketing.

Amazon is not as competitive in digital grocery, but Walmart commands nearly 30% of sales. More than a quarter of digital grocery sales dollars come from third-party delivery companies鈥� apps and websites. Challenge 2: Retailers must meet customer expectations around price, selection, and convenience. Retailers need to manage operational costs without raising prices for customers.

On today's podcast episode, we discuss the media companies with the highest TV usage, how ESPN is being maneuvered, how multiple new streaming bundles will change the game, and a tie up between Walmart and Disney for enhanced targeting and measurement across streaming. Tune in to the discussion with our vice president of content Paul Verna.

Retailers like Dollar General, Walmart, and Target are rethinking the self-checkout experience, scaling back on kiosks or removing self-checkout from their locations altogether. But considering 55% of US adults prefer to get through their in-store grocery shopping as fast as possible (according to a November 2023 survey from Kearney) it鈥檚 unlikely self-checkout will be leaving stores anytime soon. Here are five stats on self-checkout, including how and why consumers like to use it, the reason some retailers are pulling back, and what the future holds for the technology.

Why it matters: While overall retail media spending is growing at a healthy pace鈥�20.2% this year, per our forecast鈥擨nstacart鈥檚 share of retail media dollars is slipping as larger players like Walmart and Amazon scoop up a greater share of budgets and CPG advertisers experiment with new networks.

Like Walmart, Amazon has technological savvy and deep payments expertise鈥攑lus deep pockets to finance the endeavor. It also already offers an ACH-based pay by bank option, making a real-time solution the next logical step. Walmart will pilot a pay by bank cash-back and discount rewards program for customers.

While there鈥檚 some good news if you zoom out鈥擯CE is up just 1.7% on an annualized basis over the past three months鈥攖hat may not last, especially since retailers like Walmart and Best Buy have said they鈥檙e hiking prices due to tariff pressures. Wages are down.