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Brand loyalty membership is rebounding in the UK as shoppers turn to loyalty programs for savings. Supermarkets are driving innovation, but there is space for brands and retailers of all sizes to boost revenues and forge stronger customer connections.

Gen Z and millennials now account for roughly half of Sam鈥檚 Club鈥檚 new memberships, helped by digital conveniences such as Scan & Go checkout that lets shoppers bypass traditional checkout lanes. Riding that momentum, the Walmart鈥憃wned chain plans to open about 15 stores annually, remodel all existing locations, and aims to double its membership in the next eight to 10 years.

Uber will shell out $700 million for an 85% stake in Turkish food and grocery delivery platform Trendyol Go. Food hall company and Grubhub owner Wonder raised $600 million in a funding round that valued the company at over $7 billion; the funds will be used to double its physical retail presence and expand beyond the New York metro area.

While it focuses its brick and mortar ambitions on grocery stores." However, Rachel, Jeff Edison, chief Executive of Real Estate investor, Phillips Edison, that owns Grocery anchored shopping centers says, "Can you think of any examples where Amazon have done bricks and mortar retail well?" So what do you think fair or unfair comment? Rachel Wolff (11:36):. That's an odd question.

But Instacart鈥檚 attractiveness as an advertising platform also depends on the health of its core grocery delivery business鈥攚hich could face headwinds as grocers like Kroger invest in their own ecommerce capabilities and consumers look for ways to save on rising grocery bills.

The number of people shopping for groceries online is rising in both France and Germany. We predict that the number of digital grocery buyers will reach 19.7 million in France and 22.4 million in Germany by the end of this year. The apparel, footwear, and accessories category is growing slower than ecommerce overall.

Yeah, and I think one thing that I heard, which was not new this year, but just in the whole conversation about grocery, talking about how there will be cultural issues that will get in the way of digital grocery adoption. And I think it's pretty uniform in every country that there's going to be that tactile component of grocery, people who want to go in and touch and feel.

The big picture: Walmart is well-positioned to ride out uncertainty thanks to its large grocery and private-label businesses, price advantage, and scale. But its cautious outlook underscores the challenging environment retailers face in 2025 as they navigate tariffs, falling consumer sentiment, and weakening demand.

Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Consumers are particularly worried about grocery and gasoline prices, Numerator found. In response, consumers plan to look for more sales and coupons to offset price increases. Key stat: Brands and retailers must make sure consumers can seamlessly switch between mobile, online, and in-store shopping.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.