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Retail ended 2024 on a high note as mobile shopping drove ecommerce sales and stores staged a comeback. Will the 2025 holiday season be as fruitful?

Strong Q1 ad results show resilience: But AI, tariffs, and antitrust pressures will reshape how and where marketers spend in 2025.

Why it matters: Retailers like CVS, Target, and Walmart are locking up products to prevent theft鈥攁t the expense of the customer experience. Shoppers wait an average of 7.7 minutes for items to be unlocked, according to data from RDSolutions reported by Retail Brew. Mass retailers have the highest wait time (8.6 minutes) and drug stores have the lowest (6.9 minutes).

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.

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�

Retail media鈥檚 rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

Synchrony just renewed its long-standing partnership with Sam鈥檚 Club, which could lead to the issuer reigniting its card relationship with Walmart. And it鈥檚 reportedly in talks to take over the Apple Card from Goldman Sachs. This would bring in an influx of new volume for Synchrony鈥攁lthough the card program鈥檚 delinquency and default issues could hurt Synchrony鈥檚 metrics.

This deck provides critical data to help retailers benchmark their own ecommerce sales against key retailers such as Amazon, Boots, Ocado, and Sainsbury's.

Walmart Chile. Walmart de M茅xico y Centroam茅rica (Walmex).

Retailers with brick-and-mortar footprints like Walmart, Lowes, and CVS are also expanding in-store advertising capabilities to include audio formats, often available for purchase programmatically. Audio is likely to gain traction quicker than other in-store activations.

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:.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

Amazon and Walmart account for 84.2% of US retail media ad dollars, per our November 2024 forecast, leaving other RMNs competing for a small slice.

Walmart enhanced its product development by collaborating with platform creators on back-to-school merchandise. Forever 21 used virtual item performance data to guide physical product development decisions. Our take: For brands struggling to connect with younger demographics through traditional channels, Roblox's immersive experiences represent the next evolution in digital engagement.

Meanwhile, a growing focus on price and value is pushing shoppers toward lower-priced competitors like Walmart, Amazon, and Ulta Beauty. Our take: The retail landscape is always in flux. Even amid the swirling headwinds, 5,800 new stores are expected to open this year. But the merchants that will succeed are those with a clear, compelling value proposition.

In-store payments provide a new growth avenue for BNPL providers facing slower industrywide volume growth