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Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer鈥檚 growing clout. It鈥檚 set to overtake Walmart as the US鈥� top beauty retailer by 2025.

On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

惭别虫颈肠辞鈥檚 ecommerce market is dominated by players like Mercado Libre, Amazon, Walmart, and Liverpool, offering TikTok Shop plenty of competition in a high-growth growth market. Sources. Associated Press. CNBC. The Economist. The Information. MediaPost. NPR. Politico. South China Morning Post. Wall Street Journal.

Walmart, TalkShopLive, Qurate expand livestream commerce options to bring in holiday shoppers: But celebrity guests may not be enough to overcome limited consumer adoption and awareness.

Walmart Connect now offers an ad certification program that helps advertisers understand how the retail media network operates and the types of ad formats it offers.

Amazon is projected to take the lion鈥檚 share of US holiday season retail ecommerce sales this year, beating out its closest competitor, Walmart, by over $80 billion, according to our June 2023 forecast.

Walmart ramps up automation to lower fulfillment costs: The retailer is investing in technology to optimize inventory planning and delivery speed.

Walmart is shuttering four stores in Chicago: The retail giant says that the stores lose 鈥渢ens of millions of dollars a year,鈥� and their annual losses nearly doubled in the last five years.

It鈥檚 getting hard to ignore the organized retail theft problem: Home Depot, Walmart, and Target are among the retailers ringing alarm bells about the growing crime issue.

On today's episode, we discuss how this year's Amazon Prime Day will be different, how competitors can maximize the sales holiday's impact, and an uncanny link between Prime Day and the end-of-year holiday season. "In Other News," we talk about the significance of NBCUniversal and Walmart Connect bringing targeted ads to live sports and Amazon's AI initiatives. Tune in to the discussion with our vice president and analyst Andrew Lipsman.

Recently, both Walmart and Target have warned that consumers鈥� cautious spending habits may lead to a sluggish holiday season this year. Were they right to be worried? Here鈥檚 how the holiday shopping season is going so far.

Available at Walmart, Target, and Kroger, the promotion includes a $15 Fandango Movie Reward for those who purchase four packs at once. Oreo鈥檚 special-edition Minecraft cookies come with an interactive AR experience; fans can scan square-shaped bites to unlock exclusive content and win prizes.

Why it matters: Online reviews are critical to the customer journey, as the majority of shoppers rely on them when deciding whether to purchase a product or service. Fake reviews muddy the waters by pushing people to inferior products, which wastes consumers鈥� time and money.

Without those revenues, the two companies now face a more challenging path to growth as more shoppers seek out cheaper alternatives like Walmart or turn to the convenience of Amazon. Kroger is in a better position than Albertsons, given its thriving private-label business, strong loyalty program, and fast-growing retail media arm, which is on track to grow at least 20% this year.

At number seven, we have Walmart. Arielle, why is Walmart on here? Arielle Feger (03:14):. I mean, Walmart's just doing pretty well, which it's not necessarily surprising, but I think it is something that a lot of retailers are struggling. It's capitalizing on consumers looking for value.

CTV and retail media also grew, with Roku and Walmart showing strong gains, though competition remains fierce.

Amazon and Walmart are among the retailers that have implemented generative search on their shopping platforms. Tech heavyweights are also moving quickly. Meta is working on its own AI-powered engine, while other players have rolled out search functions, including:. Google: AI Overviews. OpenAI: SearchGPT. Perplexity: Pro Search and a macOS desktop app. Microsoft: Bing Generative Search.

Target, Amazon, Walmart, smaller retailers like IKEA. Really, I mean this is the forefront, at least in my opinion, of consumer-facing generative AI tools within e-commerce. I mean, really what it does is it puts the technology front and center and is asking shoppers to interact with the tool in order to really guide their shopping experience from the get-go. (05:17):.

Previously, Walmart built digital twins of its stores and fulfillment networks to model traffic flows, inventory levels, and disruption scenarios, per TheCodeWork. It achieved a 20% reduction in out-of-stock incidents and a 10% increase in in-store sales after optimizing layouts and inventory placement.

Ecommerce channels lead in retail media ad spending. In 2024, ecommerce channels will account for nearly 90% of total retail media ad spending in China, or $49.49 billion. The remaining portion will be allocated to off-site channels鈥攖hose that are not ecommerce sites, such as search engine Baidu and short-video apps Douyin and Kuaishou.

Retail media networks (RMNs) have partnered with creator networks and social platforms to satisfy advertiser demands for incrementality and stay relevant as shopping becomes more social. Walmart convened a Creator Upfront in October. Creators from various industries presented their content and strategies to a group of advertisers. Amazon has taken minority stake in Spotter.

Its unique blend of media, advertising, ecommerce tech, and logistics infrastructure will be hard for another platform to replicate. A ban would cause major upheaval among sellers and competition for TikTok shoppers. Shopping activity would be dispersed among many platforms. Meta, YouTube, and Pinterest are among the most obvious beneficiaries.