蘑菇AV

FarmboxRx contracts with insurers that pay for healthy groceries on behalf of their members. Patients build rewards and receive more healthy food boxes when they get recommended health screenings and vaccinations that help keep them out of the hospital. Why it matters: There is an overlap of people who fit into both companies鈥� total addressable market.

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.

Consumers spent a record-breaking $314.9 billion online globally between November 26 and December 2, according to Salesforce. Despite booming online sales, visits to stores and retail centers from November 24 to December 1 fell 2.3% YoY per Sensormatic Solutions.

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.

That makes the retailer more exposed to tariffs than the likes of Walmart, which sources just one-third of its items from international markets and generates more revenues from essentials like groceries.

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.

In Q1, its everyday essentials category, including groceries and household goods, grew about twice as fast as other US categories. That momentum is driving Amazon to stock more of those items in its same-day fulfillment centers. Our take: Prime is Amazon鈥檚 most powerful tool for driving customer lifetime value across its ecosystem.

The assistant, powered by Anthropic, will be able to analyze images, create smart home routines, and execute tasks like purchasing concert tickets or ordering groceries. The limitations: Delays for an Alexa+ release鈥攊t was originally announced in 2023鈥攚ere partly due to challenges with cost-effectiveness and problems integrating with third-party services and devices.

As customers grab the same grocery staples they have for decades, Walmart is betting that gamifying the experience will challenge those habits. The retailer plans to launch Walmart Unlimited, a three-part miniseries that features the entrepreneurs behind its products. Launched last month on Spatial, the game includes full commerce integration that enables in-app purchases.

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.

Efforts to drive digital growth while holding prices down weighed on their profitability. Albertsons increased its digital sales by 24%, but gross margin declined 45 basis points to 27.4% due to growth in lower-margin pharmacy sales and online order fulfillment costs.

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.

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.

In November, retailers made strategic moves across grocery, apparel, and beauty. Amazon turned Black Friday into a weeklong event and launched its Shein competitor, Haul. Meanwhile, e.l.f. Beauty strengthened its value proposition through a new Dollar General partnership, while Kroger announced plans for specialized Asian experience stores in North Texas. Here are our eight unofficial picks for the most interesting retailers in November.

The discount retail channel has grown 9.2% YoY globally, the third-fastest growing retail channel behind ecommerce and on-premise (in-store), though discounters encompass both physical and digital retail, too. Convenience plays a major role in the purchase process, too鈥�55% of global consumers would spend more on shopping formats that are convenient to use.

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.

Grocery-oriented retailers will fare better than most. Walmart, Costco, and Kroger ecommerce sales will grow faster than average, since most food, beverage, and household essentials are sourced domestically. Consumers will continue to prioritize spending on these categories even as they cut back in other areas.

More Chart of the Day:. 8/30 - TikTok's time takeover. 8/29 - Instagram remains king. 8/28 - Digital commerce鈥檚 pay day. 8/25 - Social video slows. 8/24 - The rise and fall of ecommerce growth.

Grocery inflation鈥攚hich peaked at 11.4% YoY in 2022鈥攄rove many cost-conscious consumers to trade down to private labels to save money. Those shoppers liked what they found; a large share (80%) say store brands are 鈥渏ust as good or better than鈥� name brands, per an Ipsos survey.

To invigorate the struggling brand, Amazon is testing new initiatives, such as a new micro fulfillment center for online order pickup and a new small-format store in Chicago offering products that don鈥檛 fit into Whole Foods鈥� ingredient restrictions.

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.

This included pivoting rewards from travel toward everyday spending categories like groceries. Many also introduced rewards that catered to pandemic-era consumer trends, like at-home fitness programs and streaming services. Why it matters: Now, issuers are spending more than ever on card benefits, even as consumer spending growth wobbles.

Retail media ad spend across US digital channels will hit $45.15 billion this year, a 19.7% increase YoY, per our forecast. Spend on search ads will make up 65.8% of total US retail media ad spend this year, totaling $29.69 billion.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.