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Walmart Connect and international expansion power retail giant to 26% advertising growth. Walmart's global advertising revenues rose 26% in Q2 as the US-focused Walmart Connect division outperformed with 30% growth. Walmart Connect's growth has been fueled by a surge in advertiser participation, including marketplace sellers.

Walmart Connect has partnerships with NBCUniversal, Roku, and Disney Advertising to enhance targeting and measurement capabilities. Albertsons Media Collective works with NBCUniversal to provide advertisers with CTV measurement solutions. Best Buy Ads and Roku enable advertisers to use Best Buy鈥檚 first-party data to target and measure CTV campaigns across the streaming platform.

Net charge-off trends differ, although Capital One鈥檚 charge-off rate jumped mainly from the Walmart card鈥檚 loss sharing agreement ending, the company said. Capital One鈥檚 net charge-offs (NCOs) were 6.02%, up on both the quarter (5.60%) and the year (5.33%). Without the Walmart effect, NCOs for the quarter would have been 5.66% in Q4 2024.

The news: Consumers increasingly trust shopping suggestions from AI, even more than product suggestions from content creators, positioning the technology as a trusted and personalized guide rather than a back-end tool. 27% of US consumers trust AI shopping recommendations, per Walmart鈥檚 Retail Rewired Report, compared with 24% who trust suggestions from social media influencers. Our take: AI retail tools are most likely to succeed if they offer both speed and a sense of user control. Retailers should let users set spending caps and offer options to pause or customize recommendations to help AI agents feel more like a trusted assistant than a pushy salesperson.

Several Fortune 500 organizations, including Meta, Walmart, McDonald鈥檚, and Target, have announced reductions or eliminations of some DEI programs, per Business Insider. How banks have responded: Despite scrutiny, JPMorgan and Goldman Sachs stated at Davos that they鈥檙e committed to maintaining DEI initiatives, per MSNBC.

Yeah, I mean Walmart, which is the closest analog to Amazon, has also been very conservative about their expectations for the coming year, even though Walmart is technically less exposed to tariffs.

Walmart expanded its retail media offering to linear TV (using QR codes) through its partnership with NBCUniversal. The retail giant also completed its acquisition of Vizio, paving the way for a much larger CTV ad offering that could include shoppable ads. Instacart launched shoppable ad formats on YouTube and Roku, expanding its off-site advertising offerings.

The context: The Walmart-owned warehouse club has taken several steps to streamline its shopping experience and tap into consumers鈥� growing focus on value and willingness to trade down to private-label products. To drive adoption of its Scan & Go service鈥攚hich roughly 1 in 3 shoppers use to skip checkout lines鈥攖he retailer offered first-time users a $10 reward.

Interestingly, Walmart and Tastemade have had a partnership where Walmart plus members get a free subscription to, or at least a free trial to Tastemade, which is interesting given Wonder's CEO Marc Lore has a long history with Walmart and their e-commerce business. Becky Schilling:. Everything always comes back to Walmart. Sky Canaves:. Yeah. Sara Lebow:.

Olipop is currently available in nearly 50,000 stores across the US鈥攊ncluding 12,000 Starbucks caf茅s as well as Walmart, Target, and Whole Foods Market鈥攚hile Poppi recently launched a limited-edition flavor and apparel collection at Target, in addition to splashing out for its second-straight Super Bowl ad.

Despite the current duopoly between Mercado Libre and Amazon in Mexico鈥檚 ecommerce market, roughly 60% of online sales remain up for grabs for local, regional, and global retailers.

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.

A new four-day format for Amazon鈥檚 tentpole event will shake up the playing field.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

What do brands need to know about the next wave of digital growth?

Latin America鈥檚 ad market will surpass $40 billion this year as it continues to defy economic uncertainty. Rebounds in Argentina and Chile, along with double-digit growth in retail and social media spending, will fuel momentum. Here are the latest trends you need to know.