蘑菇AV

What retailers reaffirming 2025 guidance have in common: Dick鈥檚, Walmart, and Home Depot are cutting supplier costs, diversifying supply chains, and raising prices strategically amid ongoing uncertainty.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

"Retail media could have a key role to continue driving growth for advertisers which sell products through retail," said Jonathan Fasano, business development director at Walmart Connect Mexico and Central America, during a recent 蘑菇AV Summit on commerce media.

Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.

Many retailers in Latin America like Mercado Libre, Rappi, and even Walmart function not only as commerce players, but as financial institutions as well. As a result, commerce media in Latin America is charting a different course than it has in the US, one that could result in unique opportunities for companies with access not only to shopper habits, but to financial data as well.

Hispanic consumers curb spending over immigration policy fears: Their discretionary purchases are falling sharply, hurting sales at Walmart and Constellation.

Walmart is upbeat despite tariff turmoil: The retailer expects to take share as shoppers grow more value-conscious.

Walmart plans to open or remodel 45 Fuel and Convenience stations this year, bringing its total to 450 locations.

E.l.f. Beauty has built its brand on democratizing access to beauty products by maintaining affordability in an increasingly expensive market, as well as creating a company culture that values diversity and disruption. This prioritization of diversity stands out as other brands like Target and Walmart roll back diversity, equity, and inclusion initiatives.