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For example, Amazon and Walmart may look like grocery competitors, but Walmart’s grocery business tends to skew toward fresh foods while Amazon skews toward pantry goods. That means that even though the two companies compete on a macro level, they may not be competing for the same consumer at the same time.

Kroger faces strong headwinds as value-oriented retailers ranging from Walmart to Aldi to Costco chip away at Kroger’s share of food spend. The net result is that Walmart’s share of grocery dollars rose 1.1 percentage points over the past year to 25.2%, while second-place Kroger saw its share fall 0.5 percentage points to 10.7%.

The Walmart Inc.-owned company will earn $5.80 billion in US grocery ecommerce sales this year, according to our forecast. Sam’s Club just updated its Member Access Platform (MAP) retail media network. Advertisers can view what revenues are generated by which ads. Sam’s Club members can add items to their carts directly from retail media ads.

Others, including Walmart and Target, have shifted their inventory mix toward food and household essentials rather than discretionary purchases. Truck visits from warehouses for the top five retailers by volume have declined as fewer goods are moving from distribution centers to stores due to softer demand, per Motive.

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%—if it can stay on regulators’ good side. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

For example, Walmart expects US comparable sales to grow between 2% and 2.5% for the full year, excluding fuel sales. The big takeaway: While most media reports focus on MoM retail sales numbers, we find that perspective is often noisy. Zooming out to look YoY, or YoY across multiple months, you can see that consumers continue to spend.

Retailers across a broad array of categories—including Target, Walmart, Dollar General, and Steve Madden— all recently offered cautious guidance, underscoring the uphill battle for Lowe’s.

Walmart and TalkShopLive aim to position livestream shopping as a form of entertainment by recruiting celebrities such as E! News hosts to attract viewers. Meanwhile, YouTube last year partnered with Shopify to launch an integrated livestream shopping platform. The big takeaway: It is easy for US retailers to be enticed by the huge livestream sales numbers in China.

For example: Walmart is introducing ad spots to Walmart’s in-store radio, giving suppliers the ability to purchase ads by region or by store. The retailer’s massive physical presence gives advertisers a unique opportunity to reach a wider spectrum of consumers, including those that don’t shop online.

Taking that away—or just making it harder to access—could cause more shoppers to begin their online shopping journey on platforms other than Amazon, which in turn could affect the retailer’s outsize hold on retail media dollars and open the door to competitors like Walmart to make a meaningful play for ecommerce market share. Go further: Read our latest report on the Path to Purchase 2024.

In the case of Sam’s Club and Walmart, it all started with electronics. Hiatt was part of the team at Walmart that turned its in-store TV screens into an ad opportunity. Moving from electronics into different departments allowed the company to get started with screens that were already showing brand-safe content in stores and build out from there. Approach measurement strategically.

As Walmart demonstrates with its AR showrooms, the next step will be integrating conversational AI into these immersive environments. Shoppers may interact with AI assistants within virtual storefronts, getting real-time advice as they virtually try on clothes or arrange furniture in digital homes. What does this mean for marketers?

Walmart links holiday-centric rom-coms and social commerce in its new shoppable series. A closer look at YouTube’s ad rates. The shifts that will impact 2024’s video ad landscape. Retail media dealmaking (and Prime Video’s introduction of ads) has reshaped our CTV expectations.

Story two, Walmart's version of Prime called Walmart Plus, offers free shipping, discounted gas prices and more for nearly $100 a month. And apparently, Walmart's membership program is resonating with affluent shoppers, writes Insider intelligence's retail analyst, Rachel Wolff. She notes, "28% of US households making over $150,000 were subscribed to Walmart Plus as of February.

Amazon is the largest retail marketplace in the US, bringing in $328.30 billion in sales, per our forecast. eBay comes in second ($35.02 billion), followed by Walmart ($10.64 billion). Other marketplaces, like Shein and Temu, are also fighting for their share of consumer dollars by offering lower prices than competitors.

While the company would still trail Walmart, Amazon, and Costco in terms of grocery market share, its expanded footprint would give it a huge in-store retail media advantage. That said, given the weight of public opinion against the deal and vocal opposition from lawmakers on both sides of the aisle, it seems increasingly unlikely the merger will take place.

There are signs that China’s economy is on the upswing, including companies ranging from Walmart to Ralph Lauren noting an uptick in demand and traffic from Chinese consumers. However, a return to the days of rapid growth is unlikely, particularly given Beijing is not engaging in any large-scale fiscal stimulus to jolt spending.

Average hourly earnings rose 4.6% year-over-year (YoY) in February, as companies ranging from Kroger and Walmart to Home Depot and Lowe’s boost hourly pay to make their jobs more appealing. Why it matters: The situation makes for a challenging environment for companies seeking to deliver a positive customer experience, which is critical to customer retention.

That’s why we’ve argued that more retailers need to join the likes of Walmart, Amazon, Macy’s, and Target in boosting wages. Zooming in: While it is true that many high-profile retailers have recently announced layoffs, even after those job cuts many of those companies will still employ far more people than they did before the pandemic.

More than half (56%) of US consumers start their shopping searches on Amazon, putting the site ahead of search engines (42%), Walmart (29%), and TikTok (7%), per February 2024 data from Jungle Scout.

This could make Roku a compelling acquisition target for a player like Walmart. If acquired, Roku might benefit from an influx of capital and brand recognition, allowing it to create content that resonates more and scales higher in the market. For now, though, Roku appears to be balancing the tightrope of being both a hardware provider and a streaming leader—something very few companies can claim.

Last fall, for example, Walmart and Target joined more than 1,600 other merchants urging lawmakers to pass a bipartisan bill to lower credit card swipe fees. Block also sued Visa and Mastercard in July alleging the card networks conspire to inflate interchange fees, resulting in higher prices passed on to consumers. The reaction: The co-sponsors of the Credit Card Competition Act, Sens.

Reddit has brought on new clients in categories including automotive, pharma, entertainment, and retail in the past 6 months, including names such as Walmart, CVS, H&M, Sephora, Peacock and Netflix.