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Major retailers like IKEA, Walmart, and ThredUp are launching peer-to-peer resale marketplaces, aiming to capture a slice of the booming secondhand market. This trend comes as US marketplace ecommerce sales are projected to surpass $500 billion next year, according to our forecast.

Recently, Walmart rolled out a suite of new features at its first-ever seller summit, including enhanced fulfillment and logistics services for merchants. As Walmart attempts to challenge Amazon鈥檚 marketplace dominance, integrating fulfillment allows it to take advantage of its physical footprint for a more comprehensive marketplace offering.

This year, furniture and home furnishings will make up a $179.75 billion ecommerce market in the US, according to our forecast, and growth is accelerating. With challenges coming from big names like Amazon and Walmart and resale platforms like Facebook Marketplace and Craigslist, Ikea has no choice but to innovate to keep up.

Both retailers used generative AI to improve employee productivity in Q2鈥�Walmart leveraged the tech to improve its product catalog and Target used it to enhance in-store employee tools. Target鈥檚 curbside pickup service helped it grow digital comparable sales 8.7% YoY, while Walmart鈥檚 marketplace and sales of GLP-1 drugs contributed to its 4.2% comp sales growth YoY.

Walmart expands third-party seller features as it tries to take on Amazon: The retailer is seeing early results from its marketplace initiatives, but its share of the market will remain at just 2.2% this year compared with Amazon鈥檚 72.4%.

Walmart and Target reported their Q3 earnings last week. Despite varying retail success, both reported strong growth in their retail media networks鈥�Walmart Connect鈥檚 US business grew 26% while Roundel鈥檚 growth was in the mid-teens, per CEO Brian Cornell.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

Walmart dominated the US retail landscape in 2024: The mass merchant鈥檚 ability to offer savings and convenience won over shoppers, and its growing ecommerce and advertising businesses are helping it make inroads against Amazon.

Fashion shoppers are most likely to convert into buyers for new brands or styles on retail sites such as Amazon, Walmart, Target, and Macy鈥檚. Discovery happens most often in-store, but online convenience is compelling. Retailer websites and apps generate more conversions across the categories of clothing, shoes, and accessories.

Walmart Marketplace sellers soar over the retailer鈥檚 holiday sales events. Younger consumers rely on TikTok for holiday inspiration, not purchases.

Even DNVBs need to innovate, differentiate, and elevate their brands to capture consumers鈥� attention in a crowded and expensive marketplace. Explore non-Amazon retailers and marketplaces to grow without eroding the brand. D2C brands concerned about getting commoditized on Amazon should look to Walmart Marketplace, Target+, Macy鈥檚 Marketplace, and other emerging marketplaces for quality growth.

Meanwhile, Walmart built out a whole marketplace called Walmart Discovered, where users can personalize their spaces, discover items, and also play games. Roblox itself has sought to make activations easy for brands, with a brand-focused landing page, and a partnership with PubMatic to help sell video advertisements. Creator partnership shift.

Walmart and NBCU teamed up again for shoppable ads during Thanksgiving Day NFL games. It also rolled out several Walmart Connect updates earlier this year: It offered offsite media to non-endemic brands and made its display ads available to 鈥渂rands of all sizes鈥� through the programmatic Walmart Ads marketplace.

Walmart will launch a new online fashion marketplace to capitalize on the challenges facing Temu and Shein. This could allow Walmart to rebrand its fashion offerings without developing new private labels. 2. Retailers may turn to 3D printing for in-house production of goods affected by tariffs.

US ecommerce sales rose 22% YoY, thanks to strong adoption for its pickup and delivery services as well as growth in its marketplace and advertising businesses. Marketplace sales grew 42% YoY, marking the fifth-straight quarter of growth over 30%.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Marketplaces are growing in importance. Amazon鈥檚 third-party marketplace has been driving its ecommerce growth and now accounts for nearly two-thirds of its sales. More broadly, US retail marketplace ecommerce sales will grow by 10.2% this year to nearly $385 billion, representing more than a third of total retail ecommerce sales. And we expect the marketplace share of ecommerce to continue to grow.

Walmart's ad business drives 26% revenue growth: Walmart Connect leads with 30% increase, outpacing Amazon's ad unit.

Walmart de M茅xico y Centroam茅rica (Walmex). Worldwide Independent Network of Market Research (WIN).

Though beauty has remained a relatively resilient category amid rising prices, tariffs could put a damper on that as they take hold. 29% of US adults say they鈥檒l likely cut back on beauty/personal care spending if tariffs raise prices, according to February 2025 data from CivicScience. That鈥檚 why retailers like Walmart, Amazon, and Target are boosting their beauty offerings to drive sales and increase customer loyalty. Here鈥檚 how.

Amazon misses sales expectations as shoppers trade down to cheaper products: The retailer is trying to win over price-conscious customers with more sales events and a soon-to-be-launched budget marketplace.

Interestingly, both retailers aim to expand via physical grocery and retail media, according to our 鈥淕lobal Marketplace Titans鈥� report. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Walmart de M茅xico y Centroam茅rica. Total retail and ecommerce sales include sales from Bodega Aurrer谩, Sam鈥檚 Club, Superama, and Walmart in Mexico, as well as bodegas, discount stores, supermarkets, and Walmart stores in Central America. Cencosud.