蘑菇AV

The success of Walmart+, which offers free grocery delivery, has also boosted the retailer鈥檚 ecommerce operations, driving many of the program鈥檚 31.8 million users to consider Walmart their default option for online purchases. As a result, 奥补濒尘补谤迟鈥檚 online sales beat our ecommerce growth expectations by a delta of 210 basis points. Off-price.

Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.

The company grew its digital sales 23% YoY and continues to expand that business. For example, last month it became the first national grocery partner for Grubhub. It is also taking steps to bolster its retail media business. For example, Albertsons Media Collective in June launched Collective TV, a platform that combines retail media and connected TV (CTV) advertising capabilities.

Retail media is taking Latin America鈥檚 digital ad industry by storm, with advertisers spending nearly $2 billion this year, per our inaugural forecast. Here are the latest trends you need to know.

Supermarkets are winning the UK loyalty race with member pricing. Supermarkets dominate the UK loyalty landscape. In January 2024, 67% of UK consumers were members of a supermarket loyalty program, up from 56% in 2022, per Mando-Connect and YouGov.

奥补濒尘补谤迟鈥檚 clear value proposition drove shoppers across all income levels, helping it win share鈥攅specially in the grocery category, which it already dominated. And its Walmart+ membership service helped it retain those customers by offering online orders quickly delivered to their doors at no additional cost.

Through companies that aren鈥檛 strictly retailers but sell goods or services online. Through companies that facilitate digital commerce via services such as food and grocery delivery. All of those businesses have valuable first-party data drawn from direct relationships with their customers, so they鈥檙e fertile ground for precise targeting in environments that are theoretically privacy compliant.

The news: PubMatic has announced a significant collaboration with Instacart that will allow it to harness the grocery delivery platform鈥檚 first-party retail media data for enhanced programmatic advertising. GroupM will be the first agency to participate; Mars is among the first brands using this initiative for its advertising strategies on PubMatic鈥檚 Convert platform.

Grocery prices are also set to spike. The US is heavily reliant on Mexico for fresh fruit and vegetables, which accounted for $17.3 billion of imports in 2024, per the US Department of Agriculture. The big takeaway: Trump鈥檚 tariffs鈥攚hatever shape they take鈥攚ill drive up retailers鈥� costs and upend consumer spending patterns.

Grocery TV鈥檚 analysis showed a 14% average sales lift for CPG brands using its in-store network. Our take: Smart carts, endless aisle screens, and scan-and-shop tech bring digital ads into physical stores, tapping into the 80% of sales that happen offline.

Offering bonus rewards in essential categories like groceries and gas can help issuers appeal to consumers pulling back on spending and looking to get the most bang for their buck in shaky financial times. Want more? Visit our Impact of Tariffs hub to explore all of our regularly updated coverage unpacking the tariffs and the digital economy. Payment providers are going all in on stablecoins.

Meeting customers鈥� grocery needs: While Amazon has a significant grocery business, Jassy acknowledged the company has yet to find the right scalable model. It recognizes the need to expand its physical footprint, given that the vast majority of grocery sales occur offline. (Our US Grocery Retail Ecommerce Sales forecast suggests 88% of sales will be offline this year.).

顿辞辞谤顿补蝉丑鈥檚 grocery business is booming, and Instacart is leaning on advertising to tide it over as its delivery volumes are down. Perhaps taking a cue from both, Uber Eats continues to add non-restaurant delivery partners while also building out its advertising platform.

From in-flight to online and in-app, experience best-in-class tech helping brands engage travelers where it matters most. Are you ready to make an impact? Of course you are. Discover more at kinectivemedia.com. That's Kinective with a K. Hey, gang, it's Friday, April 18th, somehow.

Trader Joe鈥檚 small, curated stores and limited footprint sets it apart. Between its branding, product choice, and customer experience, there are a lot of lessons other retailers beyond grocery can learn from the Trader Joe鈥檚 model. Here are four takeaways from Trader Joe鈥檚.

Deal-seeking shoppers spent $222.1 billion online this holiday season: Elevated discounts drove spending across the electronics, apparel, furniture, and toy categories.

奥补濒尘补谤迟鈥檚 grocery dominance was once again the ace up its sleeve, helping to grow comparable sales by 4.6% YoY. While the retailer noted that consumer wallets remain stretched, it made further inroads with higher-income shoppers, who were once again responsible for the majority of its market share gains in Q4.

The partnership will see targeted ads and messages delivered to the grocery chain鈥檚 ecommerce customers across 11 portfolio brands, such as Safeway, ACME Markets, Vons, and Jewel-Osco. Moreover, Albertsons will expand its brand messaging across Rokt's network of ecommerce retailers, which includes prominent names like Kohl鈥檚, Uber, AMC Theatres, Grubhub, and Ticketmaster.

Twenty-two percent of Anywhere purchases were made at discount and specialty stores; 15% were made at grocery stores; and 9% were at restaurants. Klarna preps for an IPO after releasing its own subscription service. Klarna rolled out Klarna Plus to US customers in January as part of its profitability push before going public.

This is in addition to the gross digital sales of the department stores businesses in Argentina, Chile, Colombia, and Peru; home improvement businesses in Argentina, Brazil, Chile, Peru, and Uruguay; supermarket businesses in Chile and Peru; and Linio. Liverpool.

They've gotten the high income shopper to come into their stores or to shop with them online or through a click and collect. I don't think that's a passing fad. I think as long as consumers are feeling a pinch economically and they've come in, I think that they're going to stay.

Such experiences are especially important with Gen Z shoppers, who prefer in-person shopping to online, per Adyen research. Retail media gives private label brands prominence on the digital shelf and beyond.

Instacart: The grocery intermediary remains one of the largest US RMNs. Instacart鈥檚 US retail media ad revenues will hit $1.01 billion this year, up 16.1% from $0.87 billion in 2023. PubMatic announced a collaboration with Instacart earlier this month, which will leverage the platform鈥檚 first-party data for programmatic ads.