蘑菇AV

The retailer also ranks No. 2 for US retail ecommerce sales. Walmart Connect鈥檚 substantial platform upgrades in June 2022鈥攊ncluding search algorithm improvements and a new second-price auction for ad bidding鈥攔educed the cost per click (CPC) and increased return on ad spend to the benefit of brands. Target and Kroger.

The retail giants each aim to extend their dominance of the US retail ecommerce ecosystem by making their fulfillment operations faster and more efficient. The two retailers will account for nearly half of US retail ecommerce sales this year, per our forecasts, with Amazon generating 37.6% of the market, and Walmart Inc. accounting for 6.8%.

While intermediaries鈥� share of ecommerce sales (grocery or otherwise) will remain relatively flat for the next couple of years, they鈥檙e still a long-term threat to traditional retail. But there鈥檚 an opportunity for retailers to use intermediaries鈥� strategies against them.

Discusses the latest trends in US digital media consumption and consumer spending as they reshape the advertising and retail sectors. Provides insights into the convergence of business models in the face of digital transformation and technology advances. Explores innovative strategies for advertisers and retailers to win consumers in the digital era.

Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon鈥檚 ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.

US retail sales grew slower than expected in February鈥攗p 0.6% month over month (MoM) and 1.5% year over year (YoY), per the US Commerce Department. Those figures are unadjusted for inflation, which reached 3.2% last month, meaning that in real terms, shoppers are buying less. Challenging the duopoly: The additional sales event should enhance the strong momentum Amazon鈥檚 ad business is seeing.

The landscape: Fifty-five percent of US brands and retailers across categories will 鈥渄efinitely鈥� increase their investments in immersive experiences over the next three years, per a new Obsess and Coresight Research study exclusively provided to Insider Intelligence.

American Eagle sues Amazon for trademark infringement in fight against product dupes, knockoffs: The retailer accused the ecommerce giant of unauthorized use of its 鈥淎erie鈥� trademarks, which it said helped drive traffic and sales on the marketplace at American Eagle鈥檚 expense.

奥补濒尘补谤迟鈥檚 US comparable sales grew 8.3% and ecommerce sales rose 17.0%. Even so, it has modest expectations for this year with US comparable sales expected to grow between 2% and 2.5%. The company鈥檚 US retail ecommerce sales are expected to grow 10.9% this year, per our forecast.

US retail sales will hit $7.334 trillion this year, according to our forecast, a growth of 3.3% YoY. 鈥淲here we鈥檙e headed is something of a new normal of slower growth,鈥� said our analyst Zak Stambor.

And BNPL is becoming a popular financing alternative: 4 in 10 US digital buyers will use BNPL at least once in 2025, per our forecasts. The Upgrade Financing feature should also prove popular among Apple fans who continually want the latest and greatest Apple products. Apple offers a similar upgrade program for the iPhone.

US B2B ecommerce growth is outpacing B2B product and electronic sales growth鈥攂ut at a slow rate. Buyers鈥� preference for third-party marketplaces (e.g., Amazon Business) is fueling growth, pushing sellers to consider ecommerce solutions and third-party platforms to reach buyers and meet their procurement expectations.

But stores are still highly relevant in most product categories, even those with high ecommerce sales rates. Stores are most likely to drive immediate purchases. Shoppers who discover new brands and products in physical stores are more likely to make an immediate purchase compared with online shoppers. All roads lead to search.

Worldwide luxury ecommerce sales growth will slightly outpace overall ecommerce. On a global level, ecommerce鈥檚 share of luxury sales is roughly in line with its share of overall retail at around 20% in 2023, rising to roughly 23% in 2027. But luxury ecommerce growth is slowing.

Temu pitches Amazon sellers amid growing headwinds in the US: The retailer is recruiting local merchants to offset the impact of the de minimis crackdown, but a slowdown in customer growth poses a bigger challenge.

Walmart Inc. will amass $69.60 billion in US grocery ecommerce sales this year, making it the top grocery retailer by ecommerce sales, per our forecast. Amazon is second with $49.77 billion in US grocery ecommerce sales, followed by Instacart ($35.35 billion) and The Kroger Co. ($19.07 billion).