This week, Walmart wins the hearts of US grocery shoppers, secondhand retailers could see a tariff bump, and home is where the breakfast is.
Article
| Mar 21, 2025
As customers grab the same grocery staples they have for decades, Walmart is betting that gamifying the experience will challenge those habits.
The retailer plans to launch Walmart Unlimited, a three-part miniseries that features the entrepreneurs behind its products. Launched last month on Spatial, the game includes full commerce integration that enables in-app purchases.
Article
| Mar 18, 2025
Article
| Mar 18, 2025
Walmart will invest $6 billion in Mexico this year: The move could protect it from growing anti-American sentiment.
Article
| Mar 28, 2025
Walmart is all in on metaverse commerce: The retailer partnered with Minecraft on an immersive gaming experience.
Article
| Mar 24, 2025
Walmart faces heat after asking Chinese suppliers to cut prices: The retailer’s attempt to shift the burden of US tariffs backfired, highlighting the widespread impact of the trade war.
Article
| Mar 12, 2025
Amazon, Target, Walmart, and Wayfair launch spring sales: Retailers are likely to lean on tentpole events to drive cost-conscious shoppers to spend.
Article
| Mar 20, 2025
Chart
| Apr 7, 2025
Source: Pacvue; Helium 10
Walmart bought a mall, Coca-Cola launched a soda, and Nike partnered with SKIMS in February, marking some of the month’s most interesting retail moves.
Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.
Article
| Mar 4, 2025
Article
| Mar 3, 2025
On today’s podcast episode, we discuss what malls are doing well (and why), the reasons folks have been skipping the mall, and why IKEA and Walmart bought one each. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analysts Emmy Liederman and Rachel Wolff.
Audio
| Mar 12, 2025
Forecasts
| Oct 18, 2024
Source: ĢAV Forecast
Forecasts
| Oct 18, 2024
Source: ĢAV Forecast
Walmart recently bought Monroeville Mall near Pittsburgh, signaling either a massive retail expansion plan or a shrewd real estate grab. Either way, the purchase strengthens Walmart's market foothold while adding rental income. This isn't a random acquisition but a calculated move.
Article
| Feb 26, 2025
David’s Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an “asset-light” model to expand inventory—and ad sales—while minimizing expenses.
Article
| Mar 7, 2025
Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.
Article
| Feb 20, 2025
Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.
Article
| Feb 27, 2025
Walmart and Kroger would be hit hard by SNAP benefit cuts: Democratic lawmakers warn Republicans could make steep cuts to food assistance, producing significant challenges for grocers.
Article
| Feb 18, 2025
Chart
| Mar 11, 2025
Source: PYMNTS.com
Chart
| Mar 1, 2025
Source: Walmart; Amazon; Target
Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report.
Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).
Article
| Jan 28, 2025
The Super Bowl is one of the few collective experiences left: That’s why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.
Article
| Jan 31, 2025
Article
| Jan 24, 2025
Article
| Jan 17, 2025
Report
| Jun 17, 2024