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By the end of 2023, RMNs share of total programmatic digital display ad spend will have doubled since 2018 as retailers like Amazon, Walmart, and Instacart grow their share of the digital ad market. But retail media鈥檚 success is not enough to compensate for the dip in spending with other walled gardens 鈥� yet.

Walmart, the largest online grocery retailer, has begun to expand alcohol delivery as restrictions ease and now offers it in 23 states. Lobbying efforts have succeeded in some states. A report from Motherboard found Amazon put forth an aggressive lobbying effort in 2020 to change the alcohol delivery laws in six states.

Walmart had to explain that its new digital labels will not be used to increase prices when demand is high, and instead are meant to save store employees time.

For example, when popular YouTuber MrBeast launched his snacking brand Feastables in 2022, products were available both D2C and through Walmart.

Driving shoppers to spend: Best Buy, Amazon, Target, and Walmart are just a few of the retailers that have leaned on high-profile sales events to convince shoppers to begin their back-to-school shopping in June or July; the approach seems to be working as 18% of consumers intended to start shopping in June, up seven percentage points from a year ago, per a Sensormatic Solutions survey.

Why it matters: Streaming subscriptions are quickly becoming a must-have for delivery memberships as they try to attract customers and differentiate themselves from competitors: Instacart has Peacock, Walmart has Paramount+, and Amazon, of course, has its own Prime Video service.

It鈥檚 also unclear how competitor events from Walmart and Target fared.

The biggest marketplace in terms of sales is Amazon (by a longshot), but eBay, Etsy, and Walmart are also important to the landscape. The takeaway: Marketplaces are important for both discovery and conversion during the holiday season. That means well-placed ads on Amazon, eBay, and other marketplaces could help drive sales. 2. Apparel and decor start selling earlier than consumer electronics.

In the US, the top most downloaded shopping apps of 2022 included Amazon (47 million downloads), Shein (40 million), Walmart (32 million), Fetch (23.2 million), and the Shop app (22.9 million), per Apptopia. 5. Banner ads give mobile shopping app marketers more bang for their buck.

But some retailers, like Walmart and Target, benefited by holding sales events before and after Prime Day. Penny pinching: Despite shoppers鈥� enthusiasm, it鈥檚 clear that consumers are still feeling financial pressure. Buy now, pay later (BNPL) usage surged during the event. Shoppers used BNPL for 6.5% of ecommerce orders placed on July 11 and 12, a 20% increase year-over-year, per Adobe.

Its biggest competitor, Walmart, makes up just 6.4% of US ecommerce sales. Amazon鈥檚 play: Amazon isn鈥檛 satisfied with owning only ecommerce. 鈥淭hey鈥檙e moving into physical retail, which is still 85% of retail [sales] today. Amazon Fresh is the big ambition there because this is where large national consumer brands are going to be purchased,鈥� Lipsman said.

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.

Kroger, Walmart, and Lowe's are among the retailers that have increased hourly wages to attract workers amid fierce competition. Others are boosting benefits. For example, Harris Teeter last week began offering paid parental leave to full-time associates.

So I think it would be something like a Walmart as the potential buyer. Marcus Johnson (06:37):. That's believable, for sure. I mean, Walmart and Oracle had a pitch, didn't they, a few years ago? Max Willens (06:42):. That is correct. Marcus Johnson (06:42):. So that definitely makes sense. Evelyn Mitchell-Wolf (06:43):.

Our analysts were divided on Aldi鈥檚 ability to put a dent in Walmart鈥檚 grocery business, with analyst Suzy Davidkhanian saying Aldi doesn鈥檛 have the footprint or variety to compete with Walmart. 鈥淚t's like a one-trip-wonder kind of activity versus Aldi, which only has groceries,鈥� she said. 3. Wayfair.

By branding streams as events and working with communities that already exist, Walmart was able to transform something that could have been a simple ad into an experience and push shoppers closer to the point of sale. 2. Boost the exclusivity factor for luxury.

Amazon faces competition from Walmart. Key stat: A quarter of Prime Day consumers also shopped from Walmart+ Week, per July 2024 data by CivicScience. What it means: 鈥淚t makes sense to see retailers stagger their events,鈥� our analyst Sarah Marzano said on the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast.

Article: Amazon鈥檚 struggles give Walmart an opening.

This year, Walmart Marketplace growth is expected to reach 12.6%. Then next year, growth is going to accelerate to 13%, with marketplace e-commerce sales reaching nearly $10 billion for Walmart. Walmart has been making improvements on their website, trying to enhance users' digital shopping experience.

Whether that will be enough to gain ground against Walmart will depend on how quickly Amazon can scale its new Fresh format and how effectively it can win over value-focused consumers.

The Artemis Refund Group was recently charged with conspiracy to commit wire fraud stemming from a return fraud scheme that cost retailers such as Amazon and Walmart millions of dollars, per Business Insider. The group recruited shoppers to purchase items, have the purchase refunded, and then keep or sell the refunded item.

While Amazon has a definite advantage over competitors given the strength of its marketplace and Prime offering, it鈥檚 facing competition from the likes of Roku, Disney, and Walmart鈥攖he latter having quietly paused its live commerce experiments in favor of testing interactive shoppable ads on Peacock.

Our forecasts expect Amazon will account for 37.6% of US retail ecommerce sales this year, and Walmart will make up another 6.8%. The companies that will realize the greatest gains are those that implement experiences aligned with their customer bases鈥� behaviors and interests.