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Walmart continues to make enhancements to its retail media network, Walmart Connect, by adding new partnerships and expanding in-store media formats like product demos and audio ads. Special delivery: Walmart has been building its logistics capabilities, which the company is now leveraging for internal and external purposes.

Walmart Health.

Capital One countered that it had cured issues Walmart raised in the suit 鈥減ursuant to the terms of the agreement, without harm to customers, the program, or 奥补濒尘补谤迟.鈥�. What it means for Capital One: Synchrony sold the Walmart portfolio to Capital One in 2019鈥攁 huge boon for the issuer as it increased its co-brand presence.

Key stat: 56% of consumers have made a purchase while watching TV in the past six months, Walmart found. Why it matters: Shopping is no longer a singular, focused activity. Nearly 8 in 10 shoppers have made a purchase while multitasking, according to Walmart. Consumers now make purchases while browsing social media (38%), eating at home (24%), or on their daily commute (8%).

Walmart-owned Sam鈥檚 Club and Walmart+ will account for 5.9% and 1.5%, respectively. Beyond the chart: As much as Walmart wants to be an alternative to Amazon, it isn鈥檛 there. Walmart+鈥檚 deals and media offerings can鈥檛 compete with Prime鈥檚 selection, speed, and shows.

At number seven, we have Walmart. Arielle, why is Walmart on here? Arielle Feger (03:14):. I mean, Walmart's just doing pretty well, which it's not necessarily surprising, but I think it is something that a lot of retailers are struggling. It's capitalizing on consumers looking for value.

Walmart is accused of failing to properly train employees or to implement adequate internal procedures to prevent fraud. The company has defended itself by saying it has 鈥渘o responsibility to protect against the criminal conduct of third parties.鈥�. How鈥檇 we get here? Since the late 90s, Walmart has found limited success in branching into the banking world.

The big takeaway: Walmart has long been known for value鈥攂ut the company is also trying to make a name for itself as shoppers鈥� go-to choice for convenience. Walmart hopes that tactic will enable it to draw a larger share of consumers鈥� wallets as well as keep Amazon from dethroning it as the US鈥� top retailer.

Unlike a similar shoppable initiative between Walmart and Roku, which required watchers to pause their shows to make a purchase from their TVs, Paramount鈥檚 goal is to offer a 鈥渃omplete lack of friction,鈥� Halley told CNBC, and make the act of browsing (or purchasing) an extension of viewers鈥� existing behaviors.

The big challenge: If Amazon wants to present a serious challenge to Walmart, it needs to rapidly grow its physical footprint. It operates just 44 Amazon Fresh stores and around 500 Whole Foods locations. That pales in comparison to Walmart, which has over 4,600 US stores, and routinely boasts that 90% of the US population lives within 10 miles of a Walmart store.

The retailer is in the midst of bringing those capabilities to rural areas with smaller, highly automated delivery centers鈥攁 move that could help it compete more effectively with Walmart, which currently has the advantage in those regions thanks to its extensive store footprint and the ability to use those locations to get orders to customers faster.

The news: Amazon and Walmart-owned Flipkart allegedly broke India鈥檚 antitrust laws by giving a small group of sellers preferential treatment, according to two separate investigations by the Competition Commission of India (CCI) reported by Reuters. Both companies deny the charges and will likely file objections before the CCI imposes fines.

Walmart also offers Affirm and is building out a BNPL solution with its majority-owned fintech One.

The growth in retail media ad spending in these three countries will outpace all other formats for years to come. It鈥檚 thus gaining an important place at the ad budgeting table.

鈥淎mazon had a 15-year head start on Walmart in this area, so I wouldn鈥檛 necessarily count them out just yet,鈥� our analyst Blake Droesch said on a recent episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. Here are four strategies Walmart and other retailers can take to draw paid members. 1. Expand into a flywheel. Retail memberships need to offer more than just retail.

Walmart: No retailer comes close to challenging Amazon鈥檚 retail media dominance, but Walmart is working its way up the ladder.

But Walmart will continue to have Amazon beat until the tech company successfully expands its brick-and-mortar footprint, either through acquiring another grocer or building out its own locations. In-store: Amazon鈥檚 in-store challenges are directly tied to grocery. Its Amazon Go locations haven鈥檛 caught on, resulting in closures.

A more competitive market has knocked some virtual care players out, such as Walmart Health and Optum earlier this year. And it鈥檚 caused the stock price of legacy players like Teladoc (down ~60% year to date) and Amwell (down ~68%) to nosedive. Yet other companies are adding capabilities to their telehealth platforms. Startup Fabric recently acquired Walmart鈥檚 telehealth business, MeMD.

It's announced a partnership with StockX, which is a big sneaker resale platform to sell on Walmart. So it's really going for the branded higher end of the resale market. And so there there's not as much competition with the Chinese players.

Walmart is taking a dual-pronged approach. In July 2022, the retailer launched Walmart Restored鈥攁 dedicated online channel that highlights refurbished goods from existing sellers on its site鈥攁nd plans to bring it into stores. On the apparel side, Walmart partnered with thredUP to feature a large selection of the platform鈥檚 pre-owned clothing on its website.

But Amazon Fresh did have a lower percentage of exclusive shoppers compared with industry leader Walmart, where 14.5% of digital grocery customers were exclusive. Amazon Fresh customers were more likely than all digital grocery shoppers to also buy groceries on Amazon鈥檚 core site. Additionally, more than half have also shopped at Walmart鈥攁 slightly lower rate than for all digital shoppers.

While Amazon lacks the store footprint and grocery business of competitor Walmart, it remains the dominant RMN in the US. Walmart: Last year we said Walmart was working its way up the retail media ladder, and this year it certainly has put in the work. Walmart will boost its US retail media ad revenues from $2.94 billion in 2023 to $3.72 billion this year, per our forecast.