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Unlike Walmart鈥攐r Costco, which has a similar upscale customer base to Target鈥擳arget hasn鈥檛 found a formula that works in this macroeconomic environment. It is hard to shift brand perceptions, and Target鈥檚 increased emphasis on value is playing on turf owned by Walmart and Costco.

Semrush data cited by Reuters found that Temu and Shein were buying Google ad space on search terms like 鈥淲补濒尘补谤迟 Black Friday,鈥� 鈥淏ed Bath Beyond,鈥� 鈥淲补濒尘补谤迟 Clothes,鈥� and other key terms with major competing brands in hopes of targeting consumers during the Cyber Five. CPCs on 鈥淲补濒尘补谤迟 Clothes鈥� increased 16 times from August 2022 to August 2024.

Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Walmart. At the No. 2 spot for RMN ad spending market share, Walmart announced earlier this year that it would begin offering non-endemic off-site ad inventory to select advertisers. The company listed automotive, entertainment, financial services, quick-service restaurants, and travel among the industries to which it would extend the offering.

Understanding the nuances of how and where Latin America鈥檚 293.2 million digital buyers spend their money online is key for brands and retailers to succeed in the world鈥檚 second-fastest-growing region for ecommerce.

In 2025, Amazon and Walmart combined will take in more than 84.0% of all retail media ad spending, per our November forecast. "Every day you hear about a new retail media network launching," our analyst Sarah Marzano said on an episode of "Behind the Numbers."

Walmart expanded the beta test for its genAI shopping assistant and is using AI to show shoppers more relevant holiday content throughout the season. Our take: GenAI is set to play a larger role this holiday season. Retailers are trying to offer customers more relevant experiences, and customers are relying on the tech to research products and uncover deals.

Fifty-five percent 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. The importance of convenience extends to healthcare services like diagnostic tests.

Understanding the nuances of how and where Mexico鈥檚 67.5 million digital buyers spend their money online is key for brands and retailers to succeed in this thriving ecommerce market.鈥�

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. 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 Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Walmart and Target gained relatively greater sales participation from their October events than Amazon, per Numerator, as they generated higher consideration from shoppers buying for the holidays. The verdict is still out on the broader impact of October sales events. They don鈥檛 appear to have shifted a significant share of holiday sales into October.

The grocer is losing ground to rivals due to its inability to stay competitive on pricing and lack of scale compared with companies like Walmart and Amazon. Without the merger, Albertsons may be forced to close stores and exit markets, company counsel Enu Mainigi said during the federal hearing.

Or the Walmart "Jingle Bell Love" movie or the "Add to Heart" romcom. Those were extremely unsubtle, and this is-. Sara Lebow (09:37):. What are we talking about? Arielle Feger (09:42):. Sara's face. She just got so upset. That was like Walmart shoppable media push. Zak Stambor (09:45):. Yeah. Rachel Wolff (09:46):. And doesn't Chick-fil-A have its own content? Arielle Feger (09:48):.

But it still isn鈥檛 available at major ecommerce sites like Amazon, eBay, or Walmart. Availability on these platforms will be crucial for Paze to start gaining significant traction. Our take: Paze could transform the digital wallet industry鈥攂ut not for some time given its slow merchant rollout. Still, other wallets like Apple Pay and PayPal will need to prepare for Paze鈥檚 influence.

The recent decision by Walmart to shut down its health clinic business and Walgreens to scale back its primary care investments reflect retailers鈥� challenges of operating two very different business models. Plus, a recent Bain survey revealed that less than one-third of consumers are likely to visit a retail store or pharmacy for primary care needs beyond vaccinations and common cold symptoms.

Amazon, Walmart, and other retailers would also absorb shoppers, especially as their strategies have become more social. But shoppers looking for the cheap, quirky products TikTok Shop is known for would migrate to other China-based retailers like Temu and Shein. Click here to view the full forecast for US social buyers. Digital retailers would regain affiliate activity.