蘑菇AV

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.

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

More like this:. 3 reasons US online marketplace are growing, and what brands and retailers need to know. Amazon will surpass 40% of US ecommerce sales this year, despite competition in grocery, home improvement. Back-to-school sales will rise 3.2% this year. Almost all US TikTok shoppers are also using Amazon. Note: Data was provided to 蘑菇AV by Numerator.

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.

Pepsi is accused of offering an unnamed big-box retailer鈥攚hich sources identified to CNBC as Walmart鈥攁n unfair price advantage over competitors ranging from big grocery chains to local convenience stores. The FTC鈥檚 suit argues that Pepsi violated the RPA by giving Walmart advantages, such as 鈥減romotional payments鈥� and advertising, which it did not offer to rival retailers.

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.

Target threatened to raise grocery prices within a few days due to tariffs on Mexican produce, while Best Buy similarly warned that consumers would bear the brunt of higher import costs. And while the North American front may be safe (for now), tariffs on China imports remain, along with retaliatory levies of 10% to 15% from Beijing targeting the US agricultural industry.

For example, a furniture brand may place ads with a grocery retailer, or an eyewear brand may serve ads with an apparel retailer. Complementary industries are industries and services that are completely separate from retail. A movie studio may offer ads on a footwear website, or an insurance company might serve ads to electronics consumers. Watch the full webinar.

Though many retailers have suffered from the pullback in consumer spending, some have come out swinging, particularly in the grocery category. Discount retailers like Dollar General and Dollar Tree have seen an influx of consumers who are looking to get more bang for their grocery buck.

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.

For example, Amex worked with a large grocery retailer to target frequent but not loyal customers, offering discounts to encourage higher frequency among those who shop at a retailer once a month and discounts that incentivize larger basket sizes among regular customers. Amex is not launching a FMN, which would leverage first-party data for on- and off-site ad targeting.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how to define an impulse buy and some of the challenges in sparking them online. Then, for "Pop-Up Rankings," we rank three suggestions for inspiring online impulse purchases. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of Briefings Jeremy Goldman.

Don鈥檛 put all your eggs in the digital basket. 鈥淲e also see these younger generations really still crave real-world experiences because so much of their lives are 诲颈驳颈迟补濒,鈥� said Canaves. Even as multimodal AI and VR headsets transform marketing and retail, in-person connection will not go away, and brands that can create meaningful experiences will stand out.

One way they鈥檒l do so is to differentiate by focusing on rich product assortments or specific categories (such as grocery), higher levels of customer service (including speedy delivery), product quality, and/or values such as sustainability.

With 38.4% of sales coming via ecommerce this year, pet products have already seen a pronounced shift online. Kibble, for example, with its heavy and quickly disappearing bags, is a routine purchase many pet-owning households prefer to automate. Health and personal care 鈥渄aily ritual鈥� products have D2C potential.

Retail ecommerce sales include digital sales from department stores, home improvement, supermarkets, and Cornershop in Argentina, Brazil, Chile, Colombia, and Peru. Walmart de M茅xico y Centroam茅rica. Total retail and ecommerce sales include sales from Bodega Aurrer谩, Sam鈥檚 Club, Superama, and Walmart in Mexico, as well as bodegas, discount stores, supermarkets, and Walmart stores in Central America.

The grocery delivery service sees the Big Game as an unmatched opportunity to boost brand recognition, notes CMO Laura Jones. After sitting out for three years, Taco Bell plans to make a Super Bowl splash with an interactive campaign that encourages customer participation.

And they rely heavily on digital when making purchases: Gen Z will surpass Gen X in the number of US digital buyers by 2025, per our forecast. But a new, digitally native generation presents novel challenges for credit card marketers. Gen Zers live online and tend to conduct more research pre-purchase. That makes them less susceptible to awareness-building campaigns for cards.

The likelihood that those policies will cause prices to rise and reignite inflation is pushing many consumers to pull forward big-ticket purchases and, in some cases, stockpile items like cosmetics, home goods, and nonperishable groceries. It鈥檚 also affecting their outlook on future spending.

Today鈥檚 consumers have high expectations of brands and retailers. They want to shop seamlessly across digital and physical channels, they want to get from inspiration to purchase as quickly as possible, and they prioritize value above all else.

DoorDash doesn't have the location data that Lyft does, and Lyft needs the kind of more restaurant, grocery delivery data that DoorDash has. So I think that's just going to really strengthen both of their ad networks. Sarah Marzano (14:35):. Yeah, I completely agree with you.

FTC scores another antitrust victory after judge blocks Kroger-Albertsons merger: The deal would reduce grocery competition and raise prices for shoppers, the court decided.

Here are five charts on how an increasingly digital world is changing the CPG industry. 1. Gen Z is more likely to discover CPG products on search than on store shelves. Over a quarter (28.0%) of Gen Z consumers have discovered grocery products via search engines, compared with 16.7% that have discovered products while browsing store shelves, per our May forecast.