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Offering bonus rewards in essential categories like groceries and gas can help issuers appeal to consumers pulling back on spending and looking to get the most bang for their buck in shaky financial times. Want more? Visit our Impact of Tariffs hub to explore all of our regularly updated coverage unpacking the tariffs and the digital economy. Payment providers are going all in on stablecoins.

Pepsi is accused of offering an unnamed big-box retailer鈥攚hich sources identified to CNBC as Walmart鈥攁n unfair price advantage over competitors ranging from big grocery chains to local convenience stores. The FTC鈥檚 suit argues that Pepsi violated the RPA by giving Walmart advantages, such as 鈥減romotional payments鈥� and advertising, which it did not offer to rival retailers.

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.

In 2025, discount grocery retailers like Aldi or Dollar General will lose their footing with consumers as other retailers offer more convenience, value, or variety. Walmart Inc. will amass $69.60 billion in US grocery ecommerce sales this year, making it the top grocery retailer by ecommerce sales, per our forecast.

From fridge to cart: Samsung said its Bespoke refrigerator models will identify low-stock items and enable consumers to reorder groceries on Instacart via the fridge screen. The fridge integrates Samsung鈥檚 AI Vision food recognition, which the company says can identify up to 37 items. It also uses Instacart鈥檚 product-matching API to link users to product listings on the delivery platform.

Prediction: As Amazon invests further in its grocery footprint, it will open combined brick-and-mortar/fulfillment center stores. Outcome: Correct. Amazon expanded its grocery business in 2024, opening more Amazon Fresh locations, testing small-format concepts, and rolling out new grocery subscription plans.

Likewise, Tesco pointed to economic uncertainty, rising grocery inflation, and budget-related cost increases as challenges for the year ahead. The concerns: British retailers ended 2024 on a sour note, as a late surge in spending failed to deliver a meaningful boost to holiday retail sales.

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.

Digital: Albertsons鈥� digital sales grew 23%, reaching over 7% of its grocery revenues. The retailer attributed these gains to new mobile app capabilities and improvements in its DriveUp & Go and in-home delivery services. Albertsons still sees significant room for expansion, as its digital penetration remains under industry benchmarks.

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.

French supermarket chain Carrefour launched Carrefour Marketing Studio, a genAI platform powered by Google鈥檚 Vertex AI, which automatically generates marketing campaigns across social platforms. The platform swiftly creates multiple versions of campaigns tailored to target audiences.

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 蘑菇AV reports:.

Three-quarters of the retailer鈥檚 share gains in 2024 came from higher-income consumers visiting Walmart for groceries and general merchandise like apparel. They鈥檙e also willing to pay more for faster delivery options. Walmart is courting those customers with a broader array of premium products across a number of categories, including grocery, beauty, and apparel.

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鈥檚 2.8% increase.

Our take: T-Mobile鈥檚 push into advertising aligns with the trend of industries like retail and grocery plunging into the sector. The company sees an opportunity in DOOH鈥檚 growth as more billboards transition to screen-based advertising.

Economic uncertainty ate into General Mills鈥� quarterly results: Consumers鈥� sharp focus on value is causing them to consume fewer snacks.

The shift likely reflects the incoming administration鈥檚 recognition that universal tariffs could spark another inflationary cycle鈥攑articularly 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.

The same percentage plan to spend less on non-essential groceries. The key stat: Amazon鈥檚 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.