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Consumers of all ages and income levels shopped Amazon Prime Day this year. Shoppers spent more this year compared with 2022, and despite a tough economic climate, Prime Day shoppers didn鈥檛 price compare as much as expected.

Costco鈥檚 fiscal Q4 earnings report, with total revenues of $78.94 billion, offers a glimpse into shifting consumer priorities: its shoppers are now favoring essentials, opting for groceries and gasoline, while luxury and other discretionary items have taken a backseat.

The news: Soumya Donkada, Unilever鈥檚 head of digital, media, and ecommerce for beauty brands, restated the company鈥檚 intention to find a post-third-party-cookie measurement solution in an interview with Insider and reiterated the consumer giant鈥檚 call for retail media networks to adopt a set of measurement standards to aid advertisers.

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.

Both sponsored search and display ads on retail sites like amazon.ca and walmart.ca are capturing increased spend from advertisers targeting online shoppers. Increased privacy measures have made targeting mobile social users more difficult, and advertisers have redirected budgets to where first-party data is available.

Walmart Health lost its top executive to JP Morgan: The move doesn鈥檛 bode well for the retailer鈥檚 health clinic program.

Retail media channels like Walmart and Instacart will see growth of over 40% this year. And TikTok should have another banner year for growth at 36.0%鈥攊f it can stay on regulators鈥� good side. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

Walmart is working with Roku, TikTok, and Snap. And Amazon is working with, well, Amazon to match retail media鈥檚 high-quality data with CTV鈥檚 top-of-funnel potential. It makes sense: CTV is the fastest-growing major ad format in the US this year. But it鈥檚 not the biggest retail media player. CTV will account for just 13.0% of all retail media鈥檚 display ad spend come 2027.

Walmart partnered with UnitedHealth Group to a) sell co-branded Medicare Advantage policies in Georgia and b) roll out data analytics tools from Optum鈥攑art of UHG鈥攆or Walmart Health clinics in Georgia and Florida. Walmart and UHG are teaming up at 15 Walmart Health locations in Florida and Georgia in 2023 to provide preventive care for seniors.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

On today's episode, we discuss whether streaming's golden age is suddenly waning, the race to build a do-everything app, Amazon's new TikTok-like shopping feature, how Disney+ is doing, Walmart's drone deliveries, the numbers that best sum up this year, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, vice president of Briefings Stephanie Taglianetti, and analyst Paul Verna.

In March, Meta rolled out new carousel ads that drive both ecommerce and in-store purchases, with early tests showing a 21% higher incremental return on ad spend compared to ecommerce-only formats, Meta鈥檚 group lead for retail and ecommerce Karin Tracy told Adweek. Why it matters: Meta is chasing retail media, a fast-growing category with US spending projected to rise 18% in 2025 and 16.8% in 2026.

In this report, we explore the world鈥檚 top region for retail and ecommerce, Asia-Pacific. Read on for a closer look at the markets in China, India, the Philippines, and more.

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

Ryan Mayward, senior vice president of retail sales at Walmart Connect, on the importance of using creative tailored to the specific environment and audience, which carries relevancy for retail media because brands often have access to more detailed customer data in these contexts.

That can help drive other sources of revenue, like retail media, because the more sellers they have on their e-commerce platforms, the more incentive there is for those sellers to then advertise to get higher placement on their websites. Marcus Johnson:.

Consumers are exploring AI-driven shopping tools, but interest varies by application. Image-based item searches and holiday deal assistance are gaining traction, but trust issues and preferences for human customer service agents still pose challenges. Brands must ensure their AI tools address consumer needs, provide transparency, and enhance personalization to build trust and drive adoption.

Only 15.8% of US retail media ad spend goes to players that aren鈥檛 Amazon or Walmart, per our forecast. US retail media ad spend is growing, hitting $67.82 billion next year, but the number of players is also increasing, Marzano noted. Advertisers are facing a lack of standardization, which makes it hard to buy ads and compare campaigns across platforms.

Growth in spending per digital buyer will remain slower than overall ecommerce growth. The influx of younger shoppers with relatively less spending power will bring down sales-per-online-buyer growth, which will remain below the overall ecommerce growth rate. Social is a critical channel for capturing shares of Gen Z attention and wallets.

Michaels looks to attract Party City and Joann鈥檚 shoppers: The crafts retailer expands its selection of party supplies and balloons, while also enhancing its in-store events.

While many consumers prioritize price in shopping decisions, corporate disaster response allows retailers to show support for local communities鈥攁 factor that influences 14% of shoppers' decisions.