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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.

The most popular category of subscriptions among all consumers is digital media, followed by delivery services, gaming, and food and groceries, according to SurveyMonkey. Subscription OTT connected TV platform ad spending will grow 40.5% this year to reach $7.54 billion, per our March forecast.

Categories with the highest mobile penetration include personal care (77%), groceries (68.2%), and apparel (60.8%), which Adobe Digital Insights lead analyst Vivek Pandya attributed to the fact that 鈥渃onsumers have embraced mobile shopping for purchases that are more frequent and lower in price.鈥�.

Rising costs across fast food and grocery staples like coffee, orange juice, and chocolate are shifting consumer spending habits. Lower-income consumers, in particular, are pulling back on QSR spending, affecting industrywide sales. Our take: Zigging when others zag is often a winning strategy, and McDonald鈥檚 decision to use the Egg McMuffin as a loss leader is already paying off.

The news: President Donald Trump鈥檚 immigration crackdown is chilling consumer spending and reducing the available labor force for key industries like construction and hospitality. Our take: The US economy depends heavily on immigrants, both documented or otherwise. The Trump administration鈥檚 aggressive deportation push could therefore deprive companies of crucial workers鈥攁nd drive up costs for essentials like housing and groceries鈥攁s well as eliminate a considerable source of tax revenues and consumer spending.

Premier cardholders will earn 6 points per dollar on JetBlue and Paisly purchases, 2 points at restaurants and grocery stores, and 1 point on all other purchases. They will get $300 in statement credits on Paisly purchases and a $120 application fee credit toward Global Entry or TSA PreCheck. Cardholders will also get complimentary access to JetBlue鈥檚 future lounges.

Having AI always on would allow it to remember what a user saw throughout the day, per The Information, and could help find lost objects or remember what鈥檚 in the fridge when grocery shopping. Zooming out: Meta isn鈥檛 alone in rolling back data privacy policies. In March, Amazon changed its policy for Alexa requests on Echo devices.

Financial players are also finding creative ways to overcome the challenge of limited digital audiences on their owned properties. PayPal recently announced its offsite ads product, which leverages transaction data to target customers across the open web. Financial players, like Chase Media Solutions, can also offer new perspectives on consumer behavior across transactions.

However, what people are buying online is shifting. Essential categories like grocery and health and personal care are growing their share of online sales whereas categories like home improvement or large appliances will decline or see minimal online sales growth.

Methodology: Data is from a November 2024 Morning Consult survey as cited in company newsletter. 2,206 US adults were surveyed online during September 20-24, 2024.

Commerce media is becoming more competitive as retailers and non-retailers continue to build out their networks and advertisers prioritize measurement for proven results. Looking ahead to 2025, cross-industry partnerships will grow and in-store media will enable retailers to merge online behaviors with in-person shopping.

Canadian grocer Loblaw is adding digital screens to over 500 stores to give brands the opportunity to target in-store shoppers. Vibenomics and Stingray Advertising are combining their networks to offer in-store audio advertising across 25,000 grocery, convenience, home improvement, and drug stores.

The news: Shoppers spent big over the holiday season, especially online. Deep discounts, growing optimism, and the desire to get ahead of potential 2025 price increases loosened consumers鈥� purse strings, contributing to healthy sales growth for the last two months of 2024. US online sales rose 8.7% YoY to a record $241.1 billion, per Adobe鈥攃lose to our projection for 9.0% ecommerce growth.

As retail media evolves, ad placements off-site and in-store will help grocery advertisers reach shoppers in new and more engaging ways, but consumers may not be in a spending mood as credit card balances grow and savings accounts shrink. If Amazon can get grocery right, it may be able to fight off losing share to Walmart. But if the Kroger-Albertsons merger goes through, it could change everything.

Despite having a smaller market share, the US is gaining ground thanks to delivery services, supermarkets, and bargain stores, which suggests that brands are pursuing niche but highly motivated consumers.

So whether you're buying online, whether you're buying through one of the big delivery companies, Instacart, DoorDash, at the end of the day, somebody's picking that product off that same grocery store shelf. And so you have all these different sources of demand that are creating a lot of havoc for store associates to try and keep those shelves full. (15:06):.

Moreover, early adopters鈥攑rimarily consumers under 30鈥攎ay automate some rote purchases for groceries and household goods, which would marginally reduce point-of-sale (PoS) offers in both stores and online checkout. The most transformative scenario: shopping agents take off and radically change large parts of the consumer journey.

Shoppers notice when in-store marketing aligns with what they鈥檝e seen online. In fact, 59% say they鈥檝e recognized a brand鈥檚 in-store message after seeing a digital ad鈥攁 figure that鈥檚 even higher among Gen Z and millennials. 鈥淭he brands that line all of that up successfully are the ones that drive the most ROI,鈥� said Sabanosh.

Amazon dominates online beauty spend in the UK. The ecommerce giant has a 35.1% value share of online beauty sales, according to April 2023 data from NIQ鈥檚 Foxintelligence. However, pure-play generalists like Amazon have a lower share of spend among Gen Z and millennials than older generations, per NIQ. Drugstores and supermarkets also underperform with Gen Z and millennials online.

Just Walk Out faced hurdles in grocery, but finds other applications. "Just Walk Out just didn't work that well in [grocery] settings because there were still limitations to the tech," Canaves said. "[Amazon] has had a lot more success [with the technology] in small-format stores and retail environments with fewer SKUs and places where time is of the essence.".

While fast food is the category consumers are most likely to decrease or stop spending, supermarkets, department stores, and online retail are all in the top 10 places consumers will pull back on after a bad experience. What it means: While pricing plays a major role in courting consumers, it鈥檚 not the only thing that matters.

Key stat: 28.0% of Gen Z consumers have discovered grocery products via search engines, compared with 16.7% that have discovered products while browsing store shelves, per our forecast.

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.