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While Black Friday and the rest of the Cyber 5 are not quite as important as they once were, we still expect them to account for 15.5% of sales in the final two months of the year, with Black Friday accounting for 4% of sales on its own. Offering exclusive Taylor Swift products should position Target to grab a significant share of those sales.

US grocery ecommerce sales will grow 17.4% in 2024 to total $219.04 billion, according to our forecast. Meanwhile, UK grocery ecommerce sales will grow only 5.1% to total $37.06 billion in 2024. 鈥淎t the end of the day, consumers in the US enjoy the conveniences of delivery, but they鈥檙e not necessarily willing to pay an exorbitant fee,鈥� said our analyst Blake Droesch, emphasizing the perceived value of Walmart+ and Amazon Prime memberships to these shoppers.

That said, the event does appear to be priming (pun intended) consumers to buy at Amazon later this year: 88% of shoppers expect to shop on Amazon again in the next three months for gifts, decorations, and other items.

Amazon tries to expand Whole Foods鈥� appeal: It added a micro fulfillment center to one site so customers can pick up an array of items when they shop.

UK retail sales rose unexpectedly in September, thanks to the new iPhone and Oasis: Back-to-school shopping and entertainment spending boosted demand for non-essential items, although poor weather and consumer caution dented supermarket sales.

LVMH fell short in Q3 as Chinese consumers鈥� pessimism hurt sales: The luxury conglomerate missed revenue expectations as economic uncertainty caused shoppers to pull back.

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Amazon will secure 76.2% of US retail media ad revenue this year, per our forecast. Though Amazon will remain the dominant player in retail media for the foreseeable future, its market share is projected to fall from 79.8% in 2022 to 76.1% by 2026. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Retail marketplace ecommerce sales are growing faster than overall online sales in the US, and a new crop of players with roots in China, like Temu and TikTok Shop, is disrupting the space. Our exclusive research shows how US consumers are shopping across online marketplaces and how their habits are evolving. 鈥�. This deck will:鈥�.

Amazon鈥檚 ad business powered the retailer to a better-than-expected Q1: A 21% increase in ad revenues helped offset flat sales growth in its ecommerce business.

The reality: While Domino鈥檚 is on track for a 31st straight year of international same-store sales growth, it isn鈥檛 immune to macroeconomic pressures and geopolitical issues. Those conditions contributed to its international same-store sales growing just 0.8% YoY in Q3, well short of the 2.84% growth that analysts expected.

Customer data collection, the dawn of retail media, and AI-assisted shopping has upended a retail industry already in the midst of a big-box transformation at the tail end of the 20th century. And then there is one of the biggest elephants in the room: Amazon. Here are some of the most impactful changes that marketing leaders have seen over the last 25 years.

TikTok aims to generate $20 billion in sales via TikTok Shop, and is expected to launch its own US ecommerce store soon. The platform is also leveraging new search features to become a hub for retail ecommerce. TikTok is also pushing new AI ad tools, and getting involved in a host of new media ventures. Here鈥檚 what the platform has been up to over the past month.

Stability and predictability have returned to the global ecommerce market after three years of uncertainty. Digital sales will increase by 8.9% this year and 9.4% next year鈥攅xactly the same projections generated in our last forecast. Total retail sales growth will be in the mid single digits.

US ecommerce will keep growing at a rapid pace, reaching $1.732 trillion in sales and touching 81.0% of the US population by 2028. To take advantage of this opportunity, retailers and brands need to understand customer expectations of the ecommerce experience and how to best deliver on those expectations.

The near term: While the company is optimistic about its long-term positioning, it fell short of analysts鈥� top-line expectations in Q3鈥攊ts second straight quarter of weaker-than-expected sales. US consumers pulled back spending on snacks, which led to Frito-Lay鈥檚 North American volumes falling 1.5% year over year (YoY) and PepsiCo Beverages North America鈥檚 volumes declining 3% YoY.

Amazon launched Rufus, an AI-powered shopping assistant that can answer product questions, provide comparisons, and make recommendations. Zalando launched a fashion assistant powered by ChatGPT that can help customers find products via a conversational interface. Technology firms are also launching genAI tools for retailers.

The ecommerce search experience is ripe for reinvention: Pinterest, Walmart, Etsy, and others are relying on AI to deliver more relevant results and drive sales.

53% of US holiday season digital sales will come from mobile this year, per Adobe Analytics data. That marks the second consecutive year mobile has accounted for more than half of holiday sales.

While we expect sales to grow 3.1% this year, they鈥檒l still be short of 2022 spending levels. Our take: If there鈥檚 a company that can figure out how to better leverage YNAP鈥檚 assets, it is Mytheresa.