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AJ and Big Justice, aka CostCo guys, retail-focused (2.7 million followers). CostcoHotFinds, retail-focused (1.5 million followers). Working with influential creators to promote new brands, product launches, and exclusive collaborations, retailers can further enhance the appeal of private label brands among young shoppers. Implications for retailers and brands.

But the telehealth space is oversaturated, and some retailers鈥攕uch as GNC Health or Costco Wholesale鈥攃ould soon exit the market if they can鈥檛 deliver a differentiated patient experience that鈥檚 worth the cash-pay price. The clash between Big Pharma and some D2C weight loss drug sellers will worsen.

EV owners show preference for Whole Foods, Sprouts Farmers Market, Costco, and Albertsons. These media networks and the brands that advertise on them should consider leaning into OOH advertising on EV charging stations. 3. Publishers rebrand as 鈥渃ontent media networks鈥�.

Walmart, Costco, Target, and Home Depot are among the retailers pressing their Chinese suppliers to lower prices. But those efforts are running into resistance from both manufacturers and Beijing, which summoned Walmart for a widely publicized dressing down. Amazon is paying higher prices to some vendors to help them cushion the blow of tariffs.

Pharmacies and convenience stores struggled as consumers shifted to lower-priced competitors like Walmart, Costco, and Ulta Beauty. Pharmacies鈥� margins also shrank under pressure from pharmacy benefit managers and waning demand for pandemic-era staples like tests and vaccines. Major chains like CVS (586 locations), Rite Aid (408), 7-Eleven (492), and Walgreens (259) all closed underperforming stores.

Unlike Walmart鈥攐r Costco, which has a similar upscale customer base to Target鈥擳arget hasn鈥檛 found a formula that works in this macroeconomic environment. It is hard to shift brand perceptions, and Target鈥檚 increased emphasis on value is playing on turf owned by Walmart and Costco.

Larger players like Walmart and Costco may gain share by leveraging their scale to absorb or negotiate around added costs. Ecommerce is particularly exposed. Beginning May 2, the administration will suspend the de minimis exemption for packages from China and Hong Kong. Goods valued under $800 will now face either a 120% duty or a flat $100 fee per item鈥攔ising to $200 after June 1.

Amazon and Walmart dominate the landscape, but the other half of US ecommerce sales is still up for grabs.

Retail media鈥檚 rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

鈥淵ou can go to the Costco Subreddit and hear about people's experiences, ask questions, and get very direct feedback,鈥� she said. Like shoppers of every cohort, high-income consumers frequently turn to Amazon for not only value but also convenience, Canaves said.

Larger players like Walmart and Costco are better positioned to secure favorable terms or absorb extra costs, potentially gaining market share as they did during the pandemic. Retailers with pricing power are likely to come out ahead. That鈥檚 particularly true among those focused on essential goods, strong private label brands, and discount chains.

And I think I cannot mention this or make this point without mentioning Costco because high-income shoppers love Costco. I mean, who doesn't love Costco? (04:51):. We talked about this a little bit in the pre-show discussion.

And we talked about it last week with Sam's Club and Costco, but it's like there's no use in being a lesser version of Lego, so in what way could Mattel zag? I don't know. It just is unimaginable to me, and maybe it's a failure of imagination, but Lego does so many things and in so many ways that I don't see the path for Mattel to find a path forward. Sara Lebow (13:33):.

What I think is going to happen is that they're going to file for bankruptcy and then a big box retailer, especially a one category one like a Home Depot or someone like a Costco that's not really strong and party supplies is going to either partner with them or outright purchase them.

In the short term, retailers like Costco are rushing to import goods, driving up shipping costs. It cost about $6,000 to book a 40-foot container from Asia to the US West Coast on January 1, a 50% jump from December, per Xeneta data cited by Bloomberg. While some merchants might absorb those costs, many will likely pass them on to consumers, driving up prices.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

Dozens of other retailers鈥攊ncluding Walmart, Target, The Kroger Co., Instacart, DoorDash, and Costco Wholesale鈥攁re also monetizing consumers鈥� search activity with ads. Retail media search ads are a critical lower-funnel tactic for advertisers. Although display is growing faster, search will still account for nearly two-thirds of retail media ad spending this year, per our forecast.

The retail media frenzy has continued through 2024, with retailers like Costco, Wawa, and Saks launching networks, while others, like The Home Depot, Instacart, and Walmart, bolstered their networks to grow their share of ad dollars. With more options, advertisers are becoming more cautious about the networks they work with, focusing on those that can prove campaign success.