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But at the end of the day, for me, I would say understanding how much people have saved because that's what they're using to spend money on extras, not the groceries, right? And then understanding how much people are in debt probably. It's two things together, savings and debt. And then what I thought is frightening 'cause every retailer is also reading the news, right?

Yeah, leaving my Walmart apartment to go to my Walmart grocery store to work at my Walmart job. Rachel Wolff (08:59):. The modern day company town. Sara Lebow (09:00):. Well, it almost makes sense when you think about post-COVID migration patterns. You have people moving out of cities into suburbs.

I just stood in back of someone writing a paper check the other day at the grocery store, so this isn't going to really disappear that quick.

Two judges鈥攐ne federal, one state鈥攕eparately blocked the merger on the grounds that it would drastically reduce grocery competition, raising prices for shoppers and reducing workers鈥� bargaining power. The claims: Albertsons alleges that Kroger chose to act 鈥渋n its own financial self-interest鈥� rather than make meaningful attempts to engage with regulators and advance the merger.

Use this chart: Marketers can use this chart to emphasize the opportunity for grocery brands to attract consumers who want to cook at home and illustrate the importance of value among restaurants and foodservice brands. Related 蘑菇AV reports:. US Grocery Ecommerce Benchmarks: Q4 2024 (蘑菇AV subscription required). Restaurant Digitization 2024 (蘑菇AV subscription required).

For example, Walmart now lets shoppers purchase prescription medications online and have them delivered alongside groceries and other items on the same day. Some 55% of its customers expressed a desire for such a service, and it was most requested by customers who self-identify as time-sensitive, busy families, according to Walmart.

I need five meals out of five ingredients, and then create the grocery list. Jacob Bourne (02:25):. And I've heard that's actually a popular use case. It seems like a lot of people are using it that way with meal planning. Lauren Ashcraft (02:31):. It's really good to know. Rob Rubin (02:32):. Yeah, we have so much to cover today on this topic.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of January. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Senior Analyst Zak Stambor and Analyst Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Amazon will need to become more competitive in these categories, particularly in perishable grocery deliveries and beauty. Amazon is losing share in certain categories as sales shift from low-cost to big-ticket items. Amazon鈥檚 home improvement sales benefited hugely from the DIY boom.

Groceries make up about 60% of Walmart's sales but less than a quarter (23%) at Target. Walmart's grocery success鈥攁long with its increasingly popular Walmart+ membership program鈥攈as helped it win over more affluent consumers, and it鈥檚 starting to offer more premium products in beauty and apparel to steal market share from Target.

She notes that "AI agents are broadly understood to be systems that can take some action on behalf of humans," like buying groceries or making restaurant reservations. But in some cases, the question of what constitutes an action is blurry. Dan, I'll start with you. What is an AI agent? Dan Van Dyke:. Yeah. I actually had an education on this recently.

While many networks are comparable (such as similar grocery retailers), they each offer unique audiences, measurement capacities, and ad formats. Media planners should make sure retail media networks with which they partner are providing return on ad spend, and be open to switching to new players if their current ones aren鈥檛 optimal. This was originally featured in the 蘑菇AV Daily newsletter.

The retailer is courting affluent shoppers with a broader array of premium products across a number of categories, including grocery, beauty, and apparel. Those efforts are resonating: The percentage of high-income consumers who would consider purchasing groceries from Walmart rose to 54% in 2024, up from 50.6% last year, per data from YouGov BrandIndex.

Wonder鈥檚 timing is also less than ideal, given that consumers continue to pull back on restaurant spending as the cost of eating out (and ordering in) continues to rise faster than grocery prices.

And globally, most retailers (53%) are seeing increasing rates of sign-ups for loyalty programs, per Dunnhumby鈥檚 August 2023 grocery study. Loyalty program memberships strengthen brand affinity.

It鈥檚 not just music platforms like Apple Music or YouTube Music with their own versions: Gaming platform Steam, grocery service Instacart, and many other apps across industries also roll out end-of-year personalized campaigns.

Consumers have been hammered by inflation over the past couple of years, and now you have the prospect of even higher prices on grocery items, your avocados, your fruit, your wheat products, all of those things are going to get more expensive and consumers have already been pulling back spending in anticipation of that happening.

Grocery is still penetrated way deeper in terms of physical brick-and-mortar buying. And by moving offsite in this way, Albertsons is able to better scale the value of their first-party data. If they're actually acquiring these properties and incorporating them into their owned and operated portfolio, they're also able to avoid a lot of the challenges that come with moving offsite.

Instacart is bringing its smart Caper Carts to a number of independent retailers, including Geissler鈥檚 Supermarkets and Bowman鈥檚 Market, in addition to a partnership with Australian grocer Coles Supermarkets.

Save A Lot partnered with Leevers Supermarket to test a Hispanic-focused discount grocery format, Ahorra Mucho, in Aurora, Colorado. Walmart is adding snacks from well-known Indian brands Britannia Industries and Bikano to its shelves for Diwali.

The pandemic was a turning point, as the platform became a go-to destination for groceries and agricultural products during lockdowns. This shift helped PDD shed its early reputation and gain traction in China's wealthy urban centers. Its numbers tell the story.

鈥淭丑别 grocery landscape in North Texas is hyper-competitive, and Kroger is working hard to stand out.鈥�. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.