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The quote: 鈥淚n-store is the next frontier for 耻蝉,鈥� Bobby Watts, Ahold Delhaize senior vice president of retail media, told Adweek. There鈥檚 good reason for Watts鈥� enthusiasm about the opportunity: The vast majority (87%) of US grocery sales will occur offline this year, per our forecast.

It also doesn鈥檛 have the same competition with card payments as it does on the consumer side: Card payments will make up just 6.3% of all US B2B transaction value this year, per our forecasts. Our take: Pay by bank may not appeal to consumer-facing merchants, but it can help make Spreedly a more attractive payments partner for its B2B clients.

Big-box and ecommerce giants show divergent strengths. Walmart delivered impressive Q4 results with revenue up 4.1% to $180.6 billion and US same-store sales rising 4.6%. Ecommerce excelled, with Walmart's US online sales jumping 20% in the quarter.

Amazon is weaving shoppable video ads into its Rufus AI chatbot, creating a frictionless way for brands to capture shoppers' attention and drive conversions within search results

US marketers will spend over $1 billion more on influencer marketing in 2023 than they did last year, per our forecast. We lay out six tactics to maximize the impact of those dollars.

Deloitte expects holiday sales to grow 2.3% to 3.3% this year: That鈥檚 well short of our forecast, which projects 4.8% growth. Both reflect the complicated environment ahead.

Over two-thirds (67%) of Amazon鈥檚 US ad revenues come from search ads, according to our November 2024 forecast. 99% of Amazon searches show sponsored products, according to Pentaleap鈥檚 H2 2024 Sponsored Products Benchmark Report. The ecommerce giant displays an average of 20 sponsored products per page load in various locations across the page.

US B2B martech spending growth will slow due to economic uncertainties and tighter budgets, prompting marketers to optimize their tech stacks for ROI.

The market picture: Apple can capitalize on the US BNPL market, where growth is set to surge. By 2026, 39% of US internet users will use a BNPL solution, up from 31% last year, per Insider Intelligence forecasts. We expect overall BNPL payment value will grow by almost 90% between 2022 and 2026鈥攑er our forecasts鈥攄riven by increased adoption and spend per user.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

Key stats: Citi forecasts that there will be 1.3 billion AI robots by 2035 and that the market will be worth $1.7 trillion for humanoid robots alone, per its Rise of AI Robots report. In today鈥檚 world population, that鈥檚 about one robot for every six people. The challenges: Figure is developing robots that can complete household tasks, including food prep.

But Affirm is still increasing its volume and can benefit from market growth: By 2026, 38.9% of US internet users will use a BNPL solution, up from 30.7% in 2022, per Insider Intelligence forecasts. What next? Levchin said that a major restructure would create a 鈥渘imbler team鈥� as the company targets profitability by the end of fiscal 2023.

Total BNPL payment value will reach $94.87 billion in the US this year, skyrocketing to $143.44 by 2026, according to our forecasts. Dig deeper: Check out our 鈥淯厂 Buy Now, Pay Later Forecast 2022鈥� report for more on BNPL user and volume growth trends. This article originally appeared in Insider Intelligence's Payments Innovation Briefing鈥攁 daily recap of top stories reshaping the payments industry.