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The next biggest threats were retail health companies CVS (47%), Walmart (36%), and Walgreens (27%). Telehealth-focused healthcare companies weren鈥檛 seen as a threat:. Only 16% of health tech execs pegged Teladoc as a threat, and 14% viewed Ro as a threat.

Walmart. Walmart Connect ranked No. 2 following substantial upgrades over the past year. The retailer also ranks No. 2 for US retail ecommerce sales. Walmart Connect鈥檚 substantial platform upgrades in June 2022鈥攊ncluding search algorithm improvements and a new second-price auction for ad bidding鈥攔educed the cost per click (CPC) and increased return on ad spend to the benefit of brands.

鈥淲补濒尘补谤迟, to my mind, has been one of the most under-discussed media success stories of the last several years,鈥� Willens said. Between this year and 2025, Walmart will double its ad business from $3.19 billion to $6.18 billion, according to our forecast.

Walmart has partnerships with Roku, TikTok, and Snap, which means a brand could buy ads through Walmart Connect to nudge that customer on CTV and social media. 3. In-store digital advertising refers to the new era of targeted ads in brick-and-mortar, which can target customers, increase sales, and leverage consumer data in real life.

46.6% of US internet users are also Amazon Prime members, nearly two times as many as Costco (25.1%), the No. 2 biggest retail membership , according to data from Comscore.

Walmart acquires Vizio. In February, Walmart announced it would acquire TV manufacturer Vizio for $2.3 billion in a move currently under Federal Trade Commission review. The Vizio acquisition would marry Vizio鈥檚 connected TV (CTV) technology with Walmart鈥檚 consumer data.

Our take: As part of our 2023 Payment Trends to Watch, we predicted at least one top 50 retailer would begin accepting account-to-account (A2A) payments, and we called out Walmart as a likely frontrunner. If Walmart does tie up with FedNow, we would expect other major retailers to follow in its footsteps.

Walmart and Target both reach Super Bowl-sized audiences. The top two retailers each had a monthly US audience reach easily surpassing 100 million, underscoring physical retailers鈥� potential to deliver massive scale. Physical stores provide incremental brand reach beyond Amazon.

Our forecast expects Walmart Inc.鈥檚 ecommerce sales to grow 13.6% this year to $94.38 billion. Go further: Check out our report on The Ecommerce Delivery Opportunity.

It will rake in nearly $24.54 billion in search ad revenues this year, making its search ad business more than 12 times bigger than that of Walmart, the next largest player in retail media search. Walmart is still one to watch.

Walmart will partner with Paramount+ to power its connected TV ads. Last year, Walmart added Paramount+ to its Walmart+ offerings. Lipsman thinks the two will expand their partnership to enhance Walmart Connect鈥檚 inventory. 鈥淭he footprint that Paramount+ has is pretty strong and it just seems like a natural partnership,鈥� he noted. Listen to the full podcast.

Walmart and Roku, TikTok, and Snap. Walmart鈥檚 retail media network, Walmart Connect, is partnering with Roku, TikTok, and Snap to expand its reach and better measure how social media and CTV ads influence consumers鈥� purchase decisions.

Target hopes to take a page from Walmart, while also maintaining the curated feel of its marketplace. Go further: Read our Retail Media Search Forecast and Trends 2024 report.

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.

Yet Gen Z stands out as less likely to discover clothing brands and products via third-party online retailers, like Amazon and Walmart. Gen Z鈥檚 health and personal care shopping also draws stark contrasts with older generations. Social media, brand websites, and recommendations from family and friends are far more relevant.

Why it matters: The retail media landscape is crowded, making it difficult for smaller networks to stand out among the giants like Amazon and Walmart. But Thrive Market and Faire have niche audiences, which could help them differentiate themselves in the competition for ad dollars. This was originally featured in the Retail Media Weekly newsletter.

Among major US retailers, only Walmart is growing its ecommerce sales faster than Amazon at 13.6% compared with Amazon鈥檚 10.5%. Walmart has Amazon outpaced in digital grocery specifically, which could pose an increasing threat to Amazon as the category matures. Use this chart:. Demonstrate Amazon鈥檚 ecommerce dominance. Emphasize the power of selling and advertising on Amazon. More like this:.

But charging more for grocery delivery, a service that鈥檚 offered for free by other retailers, is unlikely to give Amazon鈥檚 grocery business the edge it needs to win back share from Walmart.

Walmart and Best Buy signed deals to bolster their retail media business. And digitally native brands Wayfair and Warby Parker invested big in physical retail. Here鈥檚 our Unofficial Most Interesting Retailers List for May 2024. 1. Walmart.

Its traffic grew year-over-year in the final two months of the year, unlike other superstores like Walmart that saw traffic decline, per Placer.ai. Target鈥檚 multipronged 鈥渟tores-as-hubs'' strategy is working as stores fulfilled 96.7% of the retailer鈥檚 ecommerce orders in fiscal Q4.

That could pose problems for Walmart and other big-box retailers that have staked their reputation and market share on being able to offer lower prices than their competitors.

Consumers traded down to private labels and shifted spend to less expensive retailers such as Aldi, Walmart, and Temu. However, many of the retailers that benefited from the last surge of inflation may struggle to keep prices low if they鈥檙e facing steep tariffs. Trump鈥檚 plan to deport millions would dampen consumer demand.

Our take: While Kroger鈥檚 price-cutting efforts are winning over consumers, it faces a difficult operating environment鈥攏ot least due to fierce competition from Walmart and Amazon, the latter of which is also cutting prices to sharpen its appeal to cost-sensitive shoppers.

For context, Walmart, at No. 2, will rake in $73.45 billion in US retail ecommerce sales this year, a far cry from Amazon鈥檚 $431.11 billion. The computer and consumer electronics category makes up the largest share of Amazon鈥檚 US ecommerce business, representing a little over a fifth of total sales.