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Mexico is Latin America's second-largest ad market by total spending but has the highest digital ad penetration in the region. Here, we explore the country's consumer behaviors and opportunities for advertisers.鈥�

However, lack of interest hasn鈥檛 stopped retailers like Amazon or Walmart from building their own AI-powered assistants. What it means: Consumers are choosy about using AI for browsing and buying. Brands using AI shopping tools must ensure they benefit shoppers or solve their pain points (like seeing an item in real life and finding it online via image search). 2.

Walmart has put more emphasis on its logo and a new typography. The differences are subtle, but powerful. January 14, 2025. A TikTok ban could begin as soon as this weekend. What percentage of people in the US currently use TikTok? A) 10% B) 33% C) 50% D) 66%. In 2024, 32.9% of the US population was on TikTok, per our May 2024 forecast.

Surprisingly, Walmart鈥檚 sales fell 1.9%, despite hosting its Walmart Holiday Deals event from October 8-13.

And its popularity is only growing: The brand is attracting customers across 鈥減retty much every age and income cohort,鈥� per Amin, leading to increased distribution deals with Target and Walmart as well as a new partnership with Dollar General to increase its penetration with rural audiences.

Walmart. Paul Verna (20:02):. Or Walmart. Suzy Davidkhanian (20:02):. I think those guys are too big. I think that the government, Chinese government's not... And I think that Nordstrom is trying to go private is also a really big... I don't know that TikTok shop could sell to another American retailer. Jasmine Enberg (20:16):. Well, so to Paul's point, I think the TikTok brand is strong enough.

Grubhub鈥檚 appeal: Former Walmart executive Marc Lore founded Wonder in 2018 with a vision of rethinking the traditional food delivery model. Instead of preparing delivery orders in restaurants, Wonder鈥檚 mobile kitchens would prepare customers鈥� orders in their driveways, using celebrity-chef-developed recipes.

The economy is looking good as the calendar turns to 2025: Consumers are in a good position to spend, but the new administration鈥檚 policies could change that trajectory.

Within retail media, Amazon commands more than three-quarters of the market, with Walmart coming in at a distant second. The remaining market is highly fragmented, with nearly 200 RMNs competing for less than 20 points in market share. Back-to-back announcements from Chase and PayPal have cemented financial services as a formidable part of the commerce landscape.

The top grocery purchase destination was not Target or Walmart, but 鈥渁nother in-store retailer,鈥� per Jungle Scout. However, Walmart was a close second, with 28% of US consumers grocery shopping in-store and 15% shopping on Walmart.com. Our take: We forecast US grocery retail sales to reach $1.569 trillion this year.

In 2024, retail media and CTV converged: First-party data enables precise targeting, while connected TV enhances ad personalization and tracks purchase behavior.

Amazon in particular emerged as a heavyweight, with the company expected to overtake Walmart as the US鈥� top beauty retailer by 2025, per Morgan Stanley.

As the share of US ecommerce sales on marketplaces continues to expand, our latest survey examines consumer buying habits and expectations across leading platforms.

Our take: While several major retailers, including Amazon Go, Walmart, and 7-Eleven, have tried and to some extent failed to scale the contactless store, interest in the space accelerated in 2024, with a myriad of new players moving to capture their share of the retail tech market.

Amazon is the driver of the retail media phenomenon, but Walmart, Target, Kroger, Instacart, and many others are jumping on the bandwagon. These companies have the advantage of first-party data and proximity to purchase, and they will continue to steal share from legacy digital ad publishers. Social network ad spending is back on track.

It鈥檚 more likely that smaller tech companies like Grabango can鈥檛 compete financially with big names like Walmart and Amazon. While these giants are able to absorb costs as they develop and scale the technology, Grabango investors were likely less willing to take on this risk.

Traveling for the holidays? Here are four episodes of our "Reimagining Retail" podcast for your listening pleasure.

Our take: Popshelf鈥檚 focus on wealthier consumers could ease the pressure on Dollar General, which, like other dollar stores, is facing stiff competition from the likes of Temu, Walmart, and Target, not to mention a sharp pullback in discretionary purchases.

FMNs are modeled on retail media networks (RMNs) pioneered by Amazon and Walmart. But unlike RMNs, FMNs capture retailer-agnostic data鈥攁nd therefore a fuller picture of customers鈥� spending. Many FMNs are being built on top of existing reward programs and have built-in reward functionalities alongside advertising. FMNs let banks tap a lucrative advertising opportunity.

Black Friday in October: Amazon鈥檚 sale has driven retailers such as Best Buy, Costco, Target, Walmart to launch their own October events that, in some cases, coincide with Prime Big Deal Days. Consumers have taken note: 33% of Numerator respondents shopped or planned to shop Walmart Holiday Deals, and 31% shopped or planned to shop Target Circle Week.

That won鈥檛 be easy given that it is competing against retailers such as Walmart and Kroger that operate thousands of stores.

It's like, one turn about Walmart. Suzy Davidkhanian (11:34):. Of a giant Walmart. Well, I think, yes, it does that, but I also think this idea of the pet grooming or many of the other examples we had, are also a way to make the life of the customer easier. Instead of you going to three places-. Sara Lebow (11:49):. Like oil changes.

Only 15.8% of US retail media ad spend goes to players that aren鈥檛 Amazon or Walmart, per our forecast. US retail media ad spend is growing, hitting $67.82 billion next year, but the number of players is also increasing, Marzano noted. Advertisers are facing a lack of standardization, which makes it hard to buy ads and compare campaigns across platforms.