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Few US merchants are selling goods on TikTok Shop: Many are reluctant to invest time and resources in the platform given the widespread speculation that it will be banned or sold.

Why it matters: This year, Lowe鈥檚 moved up in our list of top 15 US ecommerce companies by sales, rising from No. 13 to No. 12, the spot which we expect it to hold through 2024 when it reaches $11.06 billion in US retail ecommerce sales, per our forecast. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

The fight for grocery dollars is heating up. Retailers that offer shoppers the right assortment of products at the lowest prices are likely to win. In order to keep dollar and discount stores from stealing share, other retailers need to borrow their pricing and merchandising strategies to connect with cash-strapped consumers.

Walmart and Instacart also contribute to retail media鈥檚 share of search ad spend, though their share is smaller. Why retail media search? Advertisers trust it. US advertisers will spend almost $30 billion on retail media search ads this year, and by 2027, that figure will be more than double.

Our take: As part of our 2023 Payment Trends to Watch, we predicted at least one top 50 retailer would begin accepting account-to-account (A2A) payments, and we called out Walmart as a likely frontrunner. If Walmart does tie up with FedNow, we would expect other major retailers to follow in its footsteps.

The data: According to eBay ads, 46% of late-in-season shoppers are hoping for last-minute deals. More than half (53%) of shoppers said value is a priority when shopping for gifts. Consumers are more likely to purchase from ads featuring sales than other retail media ads, according to Integral Ad Science. The takeaway: Be thoughtful with retail media ad types.

The Walmart Inc.-owned company will earn $5.80 billion in US grocery ecommerce sales this year, according to our forecast. Sam鈥檚 Club just updated its Member Access Platform (MAP) retail media network. Advertisers can view what revenues are generated by which ads. Sam鈥檚 Club members can add items to their carts directly from retail media ads.

Walmart last year opened a dedicated pet services facility offering veterinary care and dog grooming in an Atlanta suburb. Not just retailers: Several other companies are also carving out niches in the growing market. Specialty food and treat products are ground zero for that enthusiasm.

The stores will also have a much larger selection of products, including items from Amazon鈥檚 private labels, and feature Krispy Kreme doughnut and coffee stands to draw shoppers in. Amazon鈥檚 enhancements will extend to the ecommerce experience.

The top 6 holiday ecommerce retailers this year. Lessons from Walmart, Coca-Cola on what makes an engaging holiday ad.

Ecommerce: Amazon is the clear winner, accounting for 37.6% of total US retail ecommerce sales this year, according to our forecast. Its biggest competitor, Walmart, makes up just 6.4% of US ecommerce sales. Amazon鈥檚 play: Amazon isn鈥檛 satisfied with owning only ecommerce. 鈥淭hey鈥檙e moving into physical retail, which is still 85% of retail [sales] today.

The insight: Retailers鈥� efforts to boost their high-margin retail media businesses are complicating their ability to negotiate with brand partners, particularly as they push for price concessions to alleviate the pressure on inflation-weary shoppers.

Walmart, however, has doubled down on private label, assuring consumers it won鈥檛 raise prices. Walmart had a strong holiday season but posted a cautious outlook for 2023.

While that鈥檚 double the 6% share of all consumers who regularly use livestream ecommerce, a sizable percentage (73%) of young consumers have never shopped via livestream or video ecommerce. That said, Qurate is hardly alone in attempting to find a formula that works.

The cost of getting retail media search right: The increase of retail media ad inventory shouldn鈥檛 clutter or detract from the shopping experience. Retailers that prioritize ad dollars over customer experience are focusing on 鈥渟hort-term metrics,鈥� Goldman said. Although they may be bringing in ad revenues, the enduring impact of a poor search experience may convince consumers to search elsewhere.

Why: 鈥淲补濒尘补谤迟 is not often seen as the 鈥榠t鈥� place to shop, and it knows,鈥� said our senior content director Becky Schilling. 鈥淚t's experimenting with tech to change that.鈥�. What鈥檚 interesting:. Walmart is expanding its 30-minute drone delivery pilot, serving 1.8 million households in the Dallas-Fort Worth area.

鈥淚f we see a rebound during Prime Day, that to me actually is a great bellwether for not just Amazon, not just ecommerce, but the state of retail in total because it means that a huge category is coming back.鈥�. The big event: We expect US Amazon Prime sales will grow nearly 10% this year to reach $8.03 billion, according to our forecast.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

We have at number eight, Target, number seven, Amazon, number six, Netflix, number five, Rent the Runway, number four, TikTok Shop, number three, the Home Depot, number two, Temu, and number one, Walmart. We also have an honorable mention of nine and ten, which didn't quite make the list at number nine.

It鈥檚 expanding audience targeting and campaign management and budgeting through Advantage+ shopping campaigns. Player: Walmart. Walmart Connect is putting Sponsored Videos in search results. These video ads are an opportunity for visual storytelling within a retail media format. Player: Pinterest. Pinterest is offering more ad formats.

Private label products give retailers more control over sourcing, manufacturing, and pricing, which they can use to offer items for lower costs, encouraging consumers to try new products, leading to lifelong brand ambassadors who will swear by your brand. Here鈥檚 how Target, Walmart, and Costco are labeling up.

Amazon had another record Prime Day: While shoppers spent enthusiastically, their price consciousness was on full display as BNPL usage, comparison shopping increased.