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Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.

Amazon is on track for its first-ever $100 billion holiday season, boosted by its unbeatable delivery speeds, while click and collect gives Walmart an omnichannel edge, and Temu draws in price-conscious consumers. Plus, TikTok and mobile apps help retailers connect with consumers and stand out among the competition.

Recently, Walmart rolled out a suite of new features at its first-ever seller summit, including enhanced fulfillment and logistics services for merchants. As Walmart attempts to challenge Amazon鈥檚 marketplace dominance, integrating fulfillment allows it to take advantage of its physical footprint for a more comprehensive marketplace offering.

Shoppers worldwide are flocking to online marketplaces and social commerce for convenience, variety, and competitive pricing. While price remains key, brand trust is becoming a major factor in certain markets. As these platforms drive discovery and sales, brands must adapt to stay competitive. Here are three ways digital shopping habits are evolving among consumers worldwide.

Nearly 1 in 4 grocery dollars will go to private labels by 2030: Store brands are gaining popularity as shoppers seek value and CPGs cut back on innovation.

Kroger benefited from 蝉丑辞辫辫别谤蝉鈥� deal-seeking behaviors in Q2: Despite a difficult operating environment, the grocer won over consumers with lower prices and expanded private label selections.

CAIT鈥攁longside Praveen Khandelwal, a lawmaker from the ruling Bharatiya Janata Party鈥攊s calling for the government to suspend Amazon鈥檚 and Flipkart鈥檚 ecommerce operations in India, which would be a blow to the overseas ambitions of both Amazon and Walmart. Looking ahead: India is hugely important for digital marketplaces as they try to gain an early advantage in the country鈥檚 nascent ecommerce market.

Retail media鈥檚 positive hype is real. We expect it will disrupt the digital advertising landscape worldwide. In Canada, a handful of players鈥攍ed by Amazon, Walmart, and Loblaw鈥攈ave turned it into the fastest-growing ad segment in the country, and at scale.

On today's podcast episode, we discuss how retail media is meeting the demand for full funnel campaigns, what folks are building to help with measurement, and how in-store audio can upgrade the experience. "In Other News," we talk about whether there is enough money to go around in retail media and why performance marketers are shifting their priorities to brand building. Tune in to the discussion with our analyst Sarah Marzano and Ryan Mayward, SVP of retail sales at Walmart Connect.

Paramount expands shoppable TV capabilities with Shopsense AI partnership: The two companies team up to enable viewers to shop the MTV VMAs, with plans to install similar features in other Paramount content in the coming months.

The first is the potential to compress the purchase funnel, allowing shoppers to purchase products directly from the media they consume. The second is the potential for closed-loop measurement, as media placements can be directly attributed to ecommerce sales鈥攂olstering performance tracking for media platforms and ad networks. Certain formats are already successful.

Amazon will pull in over 80% of US retail media search dollars this year, per our forecast. But Walmart will continue growing its share of non-Amazon retail media search ad spending over the next two years.

A truncated holiday spending period with fewer days between Thanksgiving and Christmas and the election will throw a curveball to retail sales this season, our analyst Sky Canaves said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. In-store retail will see healthy growth, consumers will continue holding back on splurges, and mobile will uplift overall ecommerce. Here are three trends we鈥檙e predicting for the upcoming holiday season.

The company will integrate its technology with Shopify鈥檚 ecommerce platform, CEO Lance Riedel said in a LinkedIn post, 鈥渢o empower millions of merchants with smarter, more engaging product discovery.鈥�.

The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn鈥檛 clear that shoppers will follow.

Amazon and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

Walmart expands third-party seller features as it tries to take on Amazon: The retailer is seeing early results from its marketplace initiatives, but its share of the market will remain at just 2.2% this year compared with Amazon鈥檚 72.4%.

Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

Walmart is opening a pet services center: The move positions the retailer to grab a share of some of the most lucrative areas of the pet industry: health and other services.

This year, we forecast that Walmart鈥檚 digital ad revenue growth will outpace Google, Meta, and even Amazon. This success is driven by updates made to Walmart鈥檚 retail media platform as well as partnerships to help advertisers activate across channels like social and connected TV. 鈥淵ou know [how they say] crawl, walk, run? We鈥檙e getting to that walk/run phase now where our platform is maturing,鈥� said Rich Lehrfeld, senior vice president and general manager at Walmart Connect.