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鈥淵ou have a place [in the event period], especially if you鈥檙e Walmart or Target.鈥�. Listen to the full podcast. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

The two fastest-growing digital ad business this year, Instacart and Walmart, will be RMNs. While some companies might not have the scale to launch their own networks, there may still be room for them to play in the retail media ad space. 鈥淲hen we look at the top-line numbers of the retail media space, they are shaped largely by Amazon and 奥补濒尘补谤迟,鈥� said our analyst Max Willens.

Shopper discretion advised: Walmart and Target both saw pullback in less need-to-have areas but more spending in categories where they provide shoppers value. At Walmart, shoppers focused on groceries and other essentials. Sam鈥檚 Club same-store sales rose 12.2% from value-seeking consumers. But margins were slim as customers avoided big-ticket purchases.

It鈥檚 not the only retailer looking to force concessions: Walmart is prepared to reallocate space to private or tertiary labels if suppliers are unwilling or unable to keep prices down, CEO Doug McMillon said at the 鈥嬧�婱organ Stanley Global Consumer & Retail Conference in December.

Three of Latin America鈥檚 most prominent retail and ecommerce players鈥擬ercado Libre, Falabella, and Walmart Mexico鈥攚ere among the leaders. Setting the scene. The setting: The third wave of digital advertising is sweeping the shores of Latin America. Today, more than 20 retailers are vying for marketers鈥� dollars.

But an equal proportion of members鈥�56%鈥攔eported participating in the respective events, which is a positive sign for Walmart as it tries to grow its subscriber base and turn its service into a must-have for shoppers seeking convenience and value.

On today's podcast episode, we discuss a special edition of the unofficial list of the retailers who have made a comeback (from the dead). This month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers who have most impressively come back from the brink, and how they did it. In this month's episode, Committee members Senior Analyst Sara Lebow and Senior Director of Content Becky Schilling will defend their list against Senior Analyst Sky Canaves and Principal Analyst Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Player: Walmart. Walmart Connect is putting Sponsored Videos in search results. These video ads are an opportunity for visual storytelling within a retail media format. Player: Pinterest. Pinterest is offering more ad formats. The shoppable social platform now offers more ads in its home feed, contextual ads, and interactive quizzes. This was originally featured in the eMarketer Daily newsletter.

That will likely hinder retailers鈥� long-term investments and slow retail sales, which is why retail companies across several categories鈥攊ncluding Home Depot, Walmart, Dollar General, and Steve Madden鈥攔ecently offered cautious guidance.

Walmart leans on private label loyalists, trend seekers.

More than half (55%) of US Gen Z consumers reported making a purchase via social media in the previous six months, per a May 2024 survey by Morning Consult for Walmart, versus 38% of overall shoppers.

Most crucially, Amazon Prime Video reported it will introduce ads in 2024, Walmart and NBCU announced a partnership, Roku inked a deal with Best Buy, and Kroger linked up with Disney. CTV ad spending will be nearly twice what we expected for 2025.

Walmart Connect and Walmart Luminate have combined ad and inventory efforts to help refine ad messaging. For example, advertisers can target segments of a brand鈥檚 customer base that are trading down and target them with value-based messaging. AI can monitor these inventory levels and adjust ads based on availability.

The Netflix Hub, which began in 2021 as a digital storefront on Walmart鈥檚 website, has evolved to become a physical presence at over 2,400 Walmart stores across the US. Netflix has also partnered with Athletic Brewing Company to create a line of nonalcoholic beers, the first of which was inspired by Netflix鈥檚 鈥淭he Witcher.鈥�.

Lessons from Walmart, Coca-Cola on what makes an engaging holiday ad.

It is the fastest-growing retail marketplace we track, beating out eBay and Walmart. What it means: With 51.1 million unique US visitors in January 2024, the Temu app was one of a handful of retailers (alongside Amazon and Walmart) to land within the top 20 smartphone apps by user, according to Comscore.

We're seeing companies like Amazon and Walmart that we previously didn't really think could be undercut getting undercut by these players. Zak, your holiday hot take kind of had to do with these discounts. Zak Stambor: Yeah.

Online shoppers often turn to Amazon and Walmart.com to start their shopping journeys online, per Jungle Scout data from Q3 2023. To take advantage, both retailers have revamped their website and apps to surface more new products and be more easily searchable.

Walmart, however, has doubled down on private label, assuring consumers it won鈥檛 raise prices. Walmart had a strong holiday season but posted a cautious outlook for 2023.

Among the 16 major ecommerce retailers that we track, only Walmart and Chewy will perform better than overall US ecommerce this year, and seven will see their sales shrink. Most of these 16 retailers will lose some of their share of total retail ecommerce sales, with Walmart standing out as the only notable exception.

And number one, Walmart, Ariel bring us home. Arielle Feger (10:20):. So Walmart kind of did a lot this month. They launched a new private label brand Better Good, which is targeted to younger consumers. It's also very plant-based, focused, healthier, better for you foods.

For example, fast-rising ecommerce player Temu reportedly outspent Walmart on Google Shopping ads in Q2 2023. And advances in social search and generative AI tools will enhance search ad performance and keep the retail dollars flowing. Retailers are behind on video spending compared to other industries. Among industries, retail spends the smallest share of display budgets on video.

Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo. Analysis is based on Skai advertisers with 15 consecutive months of performance data.