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The retailer is courting affluent shoppers with a broader array of premium products across a number of categories, including grocery, beauty, and apparel. Those efforts are resonating: The percentage of high-income consumers who would consider purchasing groceries from Walmart rose to 54% in 2024, up from 50.6% last year, per data from YouGov BrandIndex.

奥补濒尘补谤迟鈥檚 grocery dominance was once again the ace up its sleeve, helping to grow comparable sales by 4.6% YoY. While the retailer noted that consumer wallets remain stretched, it made further inroads with higher-income shoppers, who were once again responsible for the majority of its market share gains in Q4.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

While many networks are comparable (such as similar grocery retailers), they each offer unique audiences, measurement capacities, and ad formats. Media planners should make sure retail media networks with which they partner are providing return on ad spend, and be open to switching to new players if their current ones aren鈥檛 optimal. This was originally featured in the 蘑菇AV Daily newsletter.

Grocery TV. Merkle. Morning Consult. Path to Purchase Institute. Retail Systems Research. Skai.

Instacart is bringing its smart Caper Carts to a number of independent retailers, including Geissler鈥檚 Supermarkets and Bowman鈥檚 Market, in addition to a partnership with Australian grocer Coles Supermarkets.

By the end of September 2024, Blibli operated 192 consumer electronics stores, 62 premium supermarkets, and 31 home and lifestyle experience centers, per company data. Led by the Philippines and Thailand, retail and ecommerce are growing faster in Southeast Asia than Asia-Pacific overall. Southeast Asia retail ecommerce sales rebounded in 2024 with 13.4% growth, which will moderate to 9.9% in 2025.

It鈥檚 not just music platforms like Apple Music or YouTube Music with their own versions: Gaming platform Steam, grocery service Instacart, and many other apps across industries also roll out end-of-year personalized campaigns.

Online grocery purchasing will account for just 9.5% of category sales in 2024, but that equates to 16.7% of total retail ecommerce sales in Canada. Similarly, click-and-collect penetration of grocery is still small, but it outsizes many categories because of grocery鈥檚 large share of household spending. Domestic giants have doubled down on digital grocery.

Save A Lot partnered with Leevers Supermarket to test a Hispanic-focused discount grocery format, Ahorra Mucho, in Aurora, Colorado. Walmart is adding snacks from well-known Indian brands Britannia Industries and Bikano to its shelves for Diwali.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

The UK鈥檚 leading grocery retailers鈥擳esco, Sainsbury鈥檚, Asda and Morrisons鈥攈ave all launched retail media networks (RMNs) in recent years, offering opportunities both in-store and online. The UK is already an advanced digital out-of-home (DOOH) ad market.

Diversified business models (e.g., ride-hailing, food delivery, and grocery delivery) give more opportunities to reach consumers. Considerations: Ride-sharing trips and time on ride-hailing apps is short, which means less time to engage. Key player: Uber. The company launched its media network, originally called Journey Ads, in 2022.

The success of Walmart+, which offers free grocery delivery, has also boosted the retailer鈥檚 ecommerce operations, driving many of the program鈥檚 31.8 million users to consider Walmart their default option for online purchases. As a result, 奥补濒尘补谤迟鈥檚 online sales beat our ecommerce growth expectations by a delta of 210 basis points. Off-price.