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Walmart, Amazon experiment with shoppable TV. The latest: Walmart is partnering with Peacock to offer AI-powered, interactive shoppable ads during episodes of 鈥淏elow Deck Mediterranean,鈥� while Amazon鈥檚 first Black Friday NFL game featured shoppable ads from brands like TCL and Dyson.

Walmart, Amazon, Instacart make search enhancements. Brand approaches to budget-conscious customer acquisition. How data and creators help Michaels and Shutterstock grow. More Chart of the Day:. 9/26 - Everybody loves YouTube. 9/25 - Show me the app money. 9/22 - B2B digital ad spend growth lags. 9/21 - Subscribe and save. 9/20 - Banking on traditional.

As the region鈥檚 No. 1 retail ecommerce player by total sales dollars, Mercado Libre has the competitive edge in each of the 18 Latin American markets it operates in.

The big takeaway: While grocery prices are nearly flat, shoppers are increasingly focused on value. That provided an opportunity for Aldi, Walmart, and others to steal share from Kroger.

This article was contributed by Walmart Connect.

The opportunity: The deal will let DoorDash provide a more personalized experience and give Ibotta, which partners with grocers like Kroger, Walmart, and Publix, access to a broader consumer base.

Paramount+ has forged partnerships with companies including T-Mobile and Walmart, while at the same time integrating its Showtime brand into its flagship streaming service. Comcast-owned Peacock built its user base partly by allowing Xfinity subscribers free access to the service.

That presents a challenge for smaller retailers that have to determine whether to fully or partially pass the higher supply chain costs to consumers, given that they鈥檙e competing with large importers such as Walmart and Target that have multiyear contracts with carriers to lock in below-spot market prices.

Amazon, Walmart, and other retailers are personalizing shopper journeys via chatbots and AI-powered enhancements to the standard search experience. As a result, consumers will come to expect鈥攁nd perhaps appreciate鈥攇enAI across every search interface. For more on search advertising on retail media networks, see our June 2024 report, 鈥淩etail Media Search Forecast and Trends 2024.鈥�.

Mobile鈥檚 share of ecommerce keeps growing: But ease of use and checkout speed remain barriers to sales, which could be a problem for Walmart鈥檚 Text to Shop feature.

Analysis: Amazon is a big player, but it doesn鈥檛 dominate retail media the same way it does ecommerce because so much of retail media spend comes from CPG. Amazon isn鈥檛 the biggest player in grocery ecommerce鈥攖hat鈥檚 Walmart. Amazon and Walmart Connect are the top two US retail media networks, followed by Target, Kroger, and Instacart.

Walmart is reaping the benefits of Walmart+: And it has clear opportunities to unlock even greater growth.

Data-rich companies include retailers (like Walmart), payment companies (like JPMorgan Chase), and media-buying platforms (like The Trade Desk). Data-poor companies need to partner with data-rich companies. Some 49% of advertisers worldwide believe using their own first-party data is the most promising solution post-cookies, according to DoubleVerify.

Walmart鈥檚 market share gains continued in Q1 as the retailer emphasizes value and convenience: The company continues to draw in more high-income shoppers, while its advertising and marketplace offerings boost revenues.

Walmart acquires Vizio. In February, Walmart announced it would acquire TV manufacturer Vizio for $2.3 billion in a move currently under Federal Trade Commission review. The Vizio acquisition would marry Vizio鈥檚 connected TV (CTV) technology with Walmart鈥檚 consumer data.

Fast fashion: Amazon is still in pretty good shape in this category, accounting for 31.7% of all US ecommerce apparel and accessories sales, according to our forecast. But China-based fast-fashion giants like Shein and Temu could challenge the retailer. Some 44% of Gen Z adults view Shein favorably, according to Morning Consult, which explains why Shein hauls are all over TikTok.

The ecommerce boom in Canada means many product categories now sell a significant percentage online. This includes grocery, which we forecast for the first time this year.

Walmart鈥檚 grocery, ecommerce business powered it through another solid quarter: The retailer鈥檚 emphasis on value and convenience are helping it win market share, even as shoppers exhibit more signs of price sensitivity.

Shop while you stream: Disney is beta testing its first native streaming shoppable ad format, Gateway Shop. Disney says streaming viewers will receive personalized prompts for products via mobile push notifications or email, enabling them to purchase items without disrupting the viewing experience. Unilever is one of the first brands to test the ad format.

The news: US shoppers spent $16.6 billion dollars this holiday season using buy now, pay later (BNPL) plans, per Adobe Analytics data from November 1 to December 31. BNPL volume increased 14% year over year (YoY). Total online holiday sales reached a record $222.1 billion this season, per Adobe, up 4.9% YoY. What led to BNPL鈥檚 growth? Tightening credit standards.