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But if they are used to just pushing the prime video button on their Roku remotes every morning and there's a newscast or a news program sitting there on the home page, I think a critical mass of them will get used to tapping on it and getting a news download before they settle into watch The Boys or whatever it is. Marcus Johnson:. Mm-hmm.

Amazon鈥檚 cost-cutting initiatives are beginning to pay off: The company鈥檚 North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.

Amazon rolls out US grocery subscription as it tries to halt Walmart鈥檚 momentum: But the offering鈥檚 high cost relative to those of competitors could limit its impact on Amazon鈥檚 grocery business.

Etsy鈥檚 sales have remained 鈥渆ssentially flat鈥� for two years: The niche online marketplace鈥檚 inability to broaden its reach led it to lay off about 225 employees.

Amazon and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

But going with kid-friendly or family-friendly content that's primarily aimed at kids will only get Disney+ so far to become a broader service competing in time spent with Netflix and Prime Video. They do need the R rated mature videos and films. Marcus Johnson:. So do you think they're going to keep the Hulu brand just inside the Disney+ app? Is that what you foresee? Ross Benes:.

So even if there's, let's say, four to 5% of Prime Video viewers end up adding something to their cart directly from a Prime video ad, that's going to amount to a pretty big number. Marcus Johnson:. Suzy, any thoughts here on the retail angle? Suzy Davidkhanian:. I agree.

Faster is better when it comes to ecommerce delivery times: Amazon and Walmart leverage automation, limiting the distance items travel to quickly get online orders to shoppers鈥� doors.

Many retailers launched paid memberships over the past three years. For the most part, they were intended to increase revenues and build loyalty during the pandemic-driven ecommerce boom. But the slowdown in revenue growth indicates that consumers are only willing to spend so much on retail subscriptions, particularly amid economic uncertainty.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture shoppers鈥� attention, boost retail media spend, and drive sales.

Walmart Marketplace is thriving: Black Friday and Cyber Monday were the two best-selling days on the platform, and those strong results are providing a boost to Walmart Fulfillment Services.

It has also been innovating in this space with its Rufus chatbot and Prime comes with free and importantly fast shipping on top of all the other prime benefits like access to Prime Video. I don't think Perplexity will topple Amazon by any means, but I do think Perplexity has a massive opportunity here because Amazon is notoriously an awful user experience.

Millennials and Gen X trump it for Netflix and Amazon Prime Video usage, according to a July 2022 Censuswide survey of adults in Britain for Finder.com. But for every other platform covered in the survey, Gen Z comes out on top. Wherever you reach them, though, you need to grab their attention quickly.

Prime Day 2024 shatters records yet again as consumers stock up on essentials: Shoppers spent $14.2 billion online, spurred by significant discounts and the chance to get a head start on back-to-school needs.

Amazon explores standalone subscriptions as Prime user growth slows: The retailer could roll out separate grocery and healthcare membership services as early as this year.

So when added together, it's quite a lot, but it does leave some folks out in the cold pool, prime video, and YouTube and Tubi and Roku channel and Paramount Plus, et cetera. And so yeah, interesting to see how much these two bundles affect those players. Paul Verna (15:37):.

And the same thing I think we'll start to see happen in CTV where if you're in the middle of watching some show on Prime Video and you see an ad in the middle of the first commercial break, you can basically pop the Prime Video thing open, tap on what you were watching, and just essentially add the product that you saw advertised into your cart.

Walmart lags behind Amazon in total ecommerce sales, retail media ad dollars, and retail subscriptions. But there may be ways for it to minimize the gap in certain areas, namely search and AI capabilities.

Our latest forecast and exclusive consumer surveys highlight the most compelling omnichannel opportunities for fashion brands, retailers, and marketers.

Streaming makes ad spending gains, Netflix experiences growing pains, and advertisers encounter a soft upfront market.

Grocery is set to become the largest US ecommerce category by 2026.