Chart
| Mar 20, 2025
Source: ĢAV
While Amazon dominates, Walmart and Temu are growing faster, and more retailers across sectors—from department stores to grocery to specialty retailers—are setting up their own marketplaces. As marketplaces compete for sellers, their operators will strive to provide customer data and tools that can drive sales. Mobile is critical to supporting cross-channel engagement.
Report
| Nov 18, 2024
Other players, such as Walmart and eBay, still have a negligible B2B presence. Click here to view our full forecast for US Amazon B2B ad revenues. Ecommerce is gaining on search advertising. The convenience of ecommerce is challenging traditional search’s dominance, with retail giants like Amazon increasingly catering to B2B buyers.
Report
| Oct 3, 2024
This is the first installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Aug 16, 2024
This is the first installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Aug 16, 2024
This is the first installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Aug 16, 2024
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. The latter is a company that supports creator businesses through capital, community, and AI tools. Amazon has joined forces with Meta, TikTok, Snap, and Pinterest.
Article
| Dec 23, 2024
Or the Walmart "Jingle Bell Love" movie or the "Add to Heart" romcom. Those were extremely unsubtle, and this is-. Sara Lebow (09:37):. What are we talking about? Arielle Feger (09:42):. Sara's face. She just got so upset. That was like Walmart shoppable media push. Zak Stambor (09:45):. Yeah. Rachel Wolff (09:46):. And doesn't Chick-fil-A have its own content? Arielle Feger (09:48):.
Audio
| Jan 29, 2025
The Cyber Five became the Cyber Dozen as retailers like Amazon, Walmart, and Best Buy rolled out Black Friday discounts well ahead of Thanksgiving weekend. Steep and widespread discounts propelled online sales up 14.6% YoY on Black Friday alone, per Mastercard SpendingPulse. As a result, nonstore sales—which includes ecommerce—grew 1.8% MoM and 9.8% YoY in November.
Article
| Dec 17, 2024
A) Uber Eats B) Walmart C) Aldi D) Instacart. Instacart is selling customers snacks including Lunchables, Capri Sun, and Kool-Aid for 47.2% off, which brings these products down to their grocery store prices from 1999, according to a press release. June 3, 2025.
Article
| Jul 3, 2025
We noted the surge in offsite retail media spending as major players looked to expand their empires; in April, Walmart Connect announced several updates to offer offsite media to non-endemic brands. Speaking of non-endemic advertisers, that’s another part of the retail media expansion story. Players like Home Depot, Expedia, and Albertsons all made announcements in the space.
Article
| Dec 27, 2024
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.
Report
| Aug 7, 2024
A merger between the two companies would have been hugely beneficial for both: It would have created a retail media network with access to 85 million US households, a physical store footprint of nearly 5,000 (more than Walmart), and a massive trove of first-party data.
Article
| Dec 11, 2024
Following a limited test across 25 stores in April 2023, Walmart has steadily increased its advertiser-funded in-store demo and sampling program. Walmart has said it is experimenting with bridging physical and digital, using QR codes at demo stations to link shoppers to digital product discovery pages and list-building capabilities.
Report
| May 16, 2024
FMNs are modeled on retail media networks (RMNs) pioneered by Amazon and Walmart. But unlike RMNs, FMNs capture retailer-agnostic data—and therefore a fuller picture of customers’ spending. FMNs are going mainstream. Chase and PayPal launched FMNs in April and May this year, respectively.
Report
| Jul 10, 2024
Mexico’s 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.
Article
| Feb 10, 2025
Walmart now expects net sales to increase between 4.8% YoY and 5.1% YoY this year—ahead of the 4.6% growth projected by Wall Street and a considerable upgrade from its prior estimate for growth between 3.75% and 4.75%. How we got here: More high-income shoppers are turning to Walmart for their everyday needs.
Article
| Nov 19, 2024
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
Chart
| Mar 1, 2025
Source: ĢAV
In 2025, Amazon and Walmart combined will take in more than 84.0% of all retail media ad spending, per our November forecast. "Every day you hear about a new retail media network launching," our analyst Sarah Marzano said on an episode of "Behind the Numbers."
Article
| Dec 18, 2024
Chart
| Mar 1, 2025
Source: ĢAV; Amazon; Mercado Libre; El Puerto de Liverpool; Walmart de México y Centroamérica (Walmex)
Chart
| Mar 1, 2025
Source: ĢAV; Mercado Libre; Walmart de México y Centroamérica (Walmex); Carrefour Brasil; Assaí Atacadista; Cencosud