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Walmart鈥檚 growth opportunity: Walmart considers its marketplace to be a cornerstone of its strategy to grow sales and profits, especially as its expanding grocery business weighs on margins. So far, it鈥檚 seeing results. The number of shoppers who purchased items from Walmart鈥檚 marketplace rose by 14% year-over-year (YoY) in Q2, helped by a nearly fourfold increase in the number of available SKUs.

Prime Day shoppers are also favorable toward other marketplaces like Overstock.com, QVC, and HSN, as well as grocery retailers like Whole Foods Market and Trader Joe鈥檚. Consumers who prefer apparel brands like Nike, Skechers, and Tommy Hilfiger were not as active during this year鈥檚 Prime Day.

Why we care: The future of retail media is tied directly to grocery and CPG categories, according to our analyst Andrew Lipsman. Yahoo is smart to align itself with a CPG-adjacent partner. Retail media ad revenues will reach $45.38 billion this year and continue to grow by double digits through 2027. This was originally featured in the Retail Daily newsletter.

Discount and value-focused retailers, like Walmart and Dollar General, will continue to benefit from consumers trading down in the grocery category, while luxury retailers like LVMH Moet Hennessy Louis Vuitton and Capri Holdings are bullish as China recovers from pandemic lockdowns. This was originally featured in the Retail Daily newsletter.

And you know Walgreens as the pharmacy, you know Amazon for shipping you things in 30 seconds, you know Kroger for buying groceries.

Grocery price inflation is now at almost 10%, with annual grocery bills up by as much as 拢454 for the four weeks ended July 10, 2022, per Kantar data. Across the three months ended June 2022, food store volumes were down 6.3% over the same period last year, ONS data show. However, this also reflects a return to pre-pandemic shopping habits.

Grocery and gourmet food: No change in cost, strong ecommerce sales growth, increase in ad spend investment, modest ROAS. Health and household: Slight increase in cost, positive ecommerce sales growth, modest increase in ad spend investment, modest ROAS. Home and kitchen: High increase in cost, high ecommerce sales growth, strong increase in ad spend investment, lower ROAS.

Grocery delivery intermediary sales growth has decreased significantly from 215.5% in 2020, but growth remains in the double digits, meaning the behavior itself has stuck around. Vibe check: A lot of retail behaviors have normalized, and people have returned to stores and restaurants. But a lot of accelerated ecommerce adoption will stick around, even as growth slows. 5.

Supermarket News. The Verge. Toast. US Census Bureau. Winsight Grocery Business.

But if you've tried something for a year, for example, stores, stores is 85% of sales right now, maybe it's going to get to 80% in the next three years but it's still a bulk of sales and especially in grocery. So, if Amazon continues to double-down on stores and grocery, could it ultimately win? Maybe, there's no reason to believe not. Is it going to win short term?

And despite the fact that many consumers are pulling back on their spending amid higher grocery prices, both companies grew their net revenues in Q1 2024. What it means: Olipop and Poppi's growing popularity demonstrates Gen Z's interest in functional foods and beverages.

What started as a strategy to beat high grocery prices has become a lasting trend as consumers continue to purchase store brands, even as inflation cools. This means that retailers need to put as much effort into their own brands as they do with national brands, including pricing, promotion, and product quality.

In the UK we've seen some of the bigger grocery retailers doing quite a different strategy, which is to have a free loyalty program and offer perks as part of that free loyalty program. So Tesco and Sainsbury's, and Boots kind of pioneered this, that they're actually offering their loyalty members lower prices across hundreds if not thousands of products in store.

And so if you were visiting the grocery store once or even more than once a week, made it very easy for you to stop by and do your banking services. And so that convenience was really important back in the day. Supermarket branches actually, if you look at it on a new customer acquisition basis, performed just as well as traditional banks as gathering those new relationships.

People have started using BNPL a lot more for groceries, for example, and groceries are something people have to buy every single week. That $100 grocery bill is then $100 more the next week and the next and the next, and it snowballs and it gets out of hand.

Grocery is one of the places where Walmart is still in better shape than Amazon in a lot of ways. So I think that this would be a good bet for Amazon.

Target is doubling down on essential items and groceries, but it's also looking to add some cooler new bells and whistles like Starbucks delivery to your car and curbside returns.

Issuers can also double down on rewards that deliver everyday value, such as fuel and groceries鈥攁nd redemption options that put cash in consumers鈥� pockets, such as earning cash back in a top spending category or redeeming cash rewards for direct deposit. Sources. Bloomberg. CBS News. CNBC. Congressional Budget Office. Consumer Financial Protection Bureau (CFPB).

And then I think the conversation becomes, which is a different one, so I know we don't want to go down that path, but is Amazon truly going to be a grocery place, the destination where people are going to go grocery shopping? So once we take that out of the equation and we don't even think about it in that term, we just think about the technology. I don't think it's the end of just walkout, right?

Well-known name in Europe, now the supermarket is taking the US by storm opening around 100 shops a year. "Faster than anyone else," says property consultancy JLL. Last year, Aldi took over 400 Winn-Dixie and Harveys Supermarkets in the South of the US, and they plan to invest $9 billion over five years, opening 800 new Aldis on top of the 2,400 it already has.

Think grocery stores, restaurants, or even doctors鈥� offices. In the year ahead, retailers will rethink the in-store experience:. Major department stores like Macy鈥檚 and Bloomingdale鈥檚 will continue to move away from large, mall-anchored locations to smaller-format stores in more accessible locations. Retailers will attempt to become a 鈥渢hird place鈥� where consumers can do more than just shop.

The majority of 18- to 24-year-olds prefer supermarket self-checkouts to human cashiers, while preferences are almost evenly split among 25- to 49-year-olds, per a May 2022 survey by YouGov. But the technology can cause friction for older shoppers. More than 8 in 10 consumers 65 and older prefer to check out with a human cashier, per YouGov.

At the same time, I think the combination that they offer of dining place and shopping place is very powerful and one that I think more supermarkets and grocery chains will try to leverage. I know I see my local chain here, HEB, they're expanding their Dine-in or restaurant offerings in their newer supermarkets, in their newer stores. So I think that's a lasting trend.

Politicians slammed British supermarket Iceland for its BNPL offering, which it claimed would help shoppers pay for food. And consumer advocacy groups like Citizens Advice want more oversight to protect BNPL consumers. Will it work? Partnering with StepChange can help Zilch鈥檚 customers manage their debt, and the fintech鈥檚 stance could win it new users and bolster its reputation.

The thing that I am going to be interested to find out is around grocery because I think a lot of what really annoys people about self-checkout on grocery is having to basically input and weigh the produce and the non-packaged goods. And I'm not sure if this technology is going to be able to solve for that, but in terms of categories like apparel, it should be in every store, absolutely.