蘑菇AV

But its decision to cede the rapid-delivery market to its local competitors (and Walmart) cost it market share and growth opportunities. Amazon鈥檚 share of India鈥檚 ecommerce sales is expected to fall to 30.5% this year and continue dropping into 2026, per our forecast.

The company has previously partnered with Walmart Connect and Kroger Precision Marketing on streaming solutions. This was originally featured in the Retail Media Weekly newsletter. For more marketing insights, statistics, and trends, subscribe here.

Amazon has also begun removing Buy Now buttons from product listings when it finds the same items listed on Temu at lower prices, a policy that it previously applied to listings on other platforms such as Walmart. The policy appears to have pushed Anker Innovations, which had had its products listed on Temu at much lower prices than on Amazon, to close its US Temu storefront.

Because there's this age-old line about 90% of Americans live within 10 miles of a Walmart store. Last year, nearly 80% of Americans lived within five miles of a Walgreens-owned pharmacy. You'd think that would be a good thing for sales. Zak Stambor:.

Walmart recently completed its acquisition of Vizio, creating a force of nature in CTV and retail media that Roku will need to outpace. Disney recently announced plans to acquire a majority stake in streaming service Fubo and merge it with Hulu + Live TV, creating a large pay TV service and clearing the way for Venu Sports to launch and disrupt sports streaming.

By that measure, it is the largest mass merchandiser in the country, ahead of Walmart and trailing only Loblaw Companies Ltd.

Walmart eyes Vizio acquisition for $2 billion: The purchase could redefine smart TV advertising and give the big box giant an edge in revenue from shoppable ads and streaming fees. Read article. Gen Z led social media trends. TikTok鈥檚 growing influence: TikTok is becoming a key news source for Gen Z, with more young people using it for news than traditional media. Read article.

Walmart built a genAI search tool using its proprietary data but used LLMs sourced from OpenAI. Instacart also used OpenAI鈥檚 API to enable conversational search focused on meal preparation. Target is rolling out Guided Search, a proprietary search tool announced in concert with other genAI technologies, including a chatbot, Store Companion, for employees.

However, marketplaces operated by Walmart and Temu are growing faster, underscoring the appeal of their low-cost offerings to deal-seeking US consumers. Click here to view our full forecast for US Amazon marketplace sales. Temu鈥檚 share of US marketplace sales will near eBay鈥檚 in 2025.

The Cyber Five became the Cyber Dozen as retailers like Amazon, Walmart, and Best Buy rolled out Black Friday discounts well ahead of Thanksgiving weekend. Steep and widespread discounts propelled online sales up 14.6% YoY on Black Friday alone, per Mastercard SpendingPulse. As a result, nonstore sales鈥攚hich includes ecommerce鈥攇rew 1.8% MoM and 9.8% YoY in November.

Walmart now expects net sales to increase between 4.8% YoY and 5.1% YoY this year鈥攁head of the 4.6% growth projected by Wall Street and a considerable upgrade from its prior estimate for growth between 3.75% and 4.75%. How we got here: More high-income shoppers are turning to Walmart for their everyday needs.

Walmart convened a Creator Upfront in October. Creators from various industries presented their content and strategies to a group of advertisers. Amazon has taken minority stake in Spotter. The latter is a company that supports creator businesses through capital, community, and AI tools. Amazon has joined forces with Meta, TikTok, Snap, and Pinterest.

A merger between the two companies would have been hugely beneficial for both: It would have created a retail media network with access to 85 million US households, a physical store footprint of nearly 5,000 (more than Walmart), and a massive trove of first-party data.

They're in Target, and Walmart, and they're in the Lego store. How are they not eating into their own margins in either place? Sky Canaves (09:25):. I think the selection is much different.

As a testament to its market potential, both Walmart and Amazon are investing heavily in building out their own ecosystems by leveraging their vast customer data and extensive digital and physical retail networks. Retail media ad spending is growing at a more moderate pace in China than in other countries.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Although no single player rivals Mercado Libre鈥檚 hold on Latin America鈥檚 ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

In our exclusive survey with ESW, data from shoppers in 18 countries reveals new twists in the path to purchase, the rising momentum of marketplaces, and the resilience of age-old fundamentals.