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So Walmart Inc in the US accounts for 8.2% of retail e-commerce sales and Amazon has a 40.9% share. So it is still really very dominant when it comes to e-commerce, and I think that's going to be in its advantage when it comes to staying ahead of Walmart+. Also, from a global perspective, Amazon has a huge lead, particularly in Europe, where Walmart doesn't operate at all.

Hunkering down: As shoppers brace for higher costs, they鈥檙e finding new ways to manage their spending. Households are doing laundry less often to save money on detergent, P&G CEO Jon Moeller said.

On today's podcast episode, we discuss how Amazon turned its ecommerce business around, how much its new AI shopping assistant moves the needle, and what's really driving its ad business. Tune in to the discussion with our analyst Zak Stambor and vice president of content Paul Verna.

Advertisers need to think creatively about where their core audience may be shopping and seek out those RMNs. There are several reasons non-endemic RMN advertising is gaining attention. It鈥檚 easy for advertisers to implement, Megan Harbold, vice president of product marketing at Skai said.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why Ikea has fallen behind on ecommerce, what to expect from its new store formats, and how the company developed its cult-like following. Then, for "Pop-Up Rankings," we rank Ikea's top four biggest challengers. Join our analyst Sara Lebow as she hosts analysts Carina Perkins and Zak Stambor.

Meanwhile, the retail sector is projected to increase B2B ad spending by 15.2%, crossing $2 billion as big players like Amazon and Walmart expand their B2B offerings. Who鈥檚 winning: LinkedIn and Meta are set to dominate B2B social ad spending, which will account for 46.3% of digital B2B ad spending. LinkedIn continues to be the main platform for digital B2B ads; 90% of its ads are B2B-focused.

Brand sites are also popular channels for shopping discovery. Gen Z shoppers are more likely to discover new items directly on brand websites and apps鈥攆or example, nike.com and apple.com鈥攃ompared with older shoppers. But they are somewhat less likely to discover products on third-party retail websites and apps, such as amazon.com and walmart.com.

And as I was going on to say in retail media as well, the Walmarts and the Amazons of this world, they're incorporating AI into their search experiences because they want to improve it because time and again, consumer surveys tell us that a bad search experience wherever it is, is not going to be good for your product or platform.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss the differences between how US and UK consumers shop for groceries. Then, for "Pop-Up Rankings," we rank two grocery stores doing digital well, two taking an alternate approach, and why both can work. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Carina Perkins.

Chase鈥檚 hybrid branches鈥攖he latest launched in the Bronx in April鈥攊nclude a coffee shop and kids鈥� play area, and they have a dog-friendly policy. Chase鈥檚 Community Center branches host nonprofit workshops and seminars for Chase customers and the public. Bank of America highlights the histories of the buildings that house its branches.

And I think this is because we know that shopping has become more social, and as retailers are really looking to drive that incremental growth, creators really are emerging as an important source of creative and a connection to new shoppers that are discovering and buying products in different ways. I would say it's really a win-win for influencer marketing and for retail media.

This mall windfall presents an opportunity, not just for smaller stores in top-tier malls, but also an opportunity for smaller local or less premium shopping centers to find specific niches.Retailers should also feel incentivized to find creative ways to use malls. Walmart, for example, bought a mall in February. 3. Wellness isn鈥檛 going away.

Amazon tests removing product reviews and ratings from search: The retailer claims it will enhance the browsing experience, but it creates friction for the majority of shoppers who rely on customer feedback.

Walmart recently completed its acquisition of Vizio, creating a force of nature in CTV and retail media that Roku will need to outpace. Disney recently announced plans to acquire a majority stake in streaming service Fubo and merge it with Hulu + Live TV, creating a large pay TV service and clearing the way for Venu Sports to launch and disrupt sports streaming.

Walmart will reportedly roll out a retail pay-by-bank offering in 2025 through a tie-up with Fiserv. And Hilton launched hotel loyalty debit cards in the UK that let cardholders make A2A payments through the cards. Globally, total A2A payment transaction volume will reach $186 billion in 2029, up from $60 billion in 2024, per ACI Worldwide.

US ecommerce sales will grow 9.3% to reach $1.137 trillion in 2023, per our forecast, thanks to cost-conscious consumers looking for better deals and an increasing number of digital grocery buyers. As 2023 wraps up, ecommerce will go out on a high note, with online holiday sales growth outpacing brick-and-mortar sales.

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.

The advertising push is headed by Inam Mahmood, former director of strategic partnerships for ecommerce at TikTok UK. Ads will appear within the existing rewards section of its app, Revolut Shops. Previously, Shops offered only merchant-funded rewards, but Revolut will now also show widget, banner, and carousel formats to customers who opt in. Strengths.

Consumers are starting their Halloween shopping earlier, but they are expected to spend slightly less than last year, indicating that while excitement is high, consumers are more budget-conscious. Retailers can capture this early and cautious spending by offering competitive prices, prioritizing in-store promotions, and creating a one-stop Halloween shopping destination.

The challenge: Nearly 86% of US adults already pay for at least one retail membership service, including 71.1% who pay for Amazon Prime and 19.7% who pay for Walmart+, per the Insider Intelligence Ecommerce Survey conducted in December. A significant share also pays for membership clubs, including 28.1% who belong to Sam鈥檚 Club, and 24.9% who belong to Costco.

Why it matters: The retail media landscape is crowded, making it difficult for smaller networks to stand out among the giants like Amazon and Walmart. But Thrive Market and Faire have niche audiences, which could help them differentiate themselves in the competition for ad dollars. This was originally featured in the Retail Media Weekly newsletter.

Another huge marketplace in the US is Walmart, obviously. Walmart's marketplace accounted for around 11% of Walmart, Inc.'s retail e-commerce sales last year, according to our forecast. For a contrast, that number I just mentioned from Amazon was 65% of retail e-commerce sales for this year for Amazon. How does Walmart's marketplace compare across the board with Amazon's and with other marketplaces?

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.

Almost half (51%) of its sponsored products were placed at the top of the page and the other half in the shopping grid. Beyond the chart:. Walmart and Amazon have the most varied placements of retail media ads, appearing throughout its shopping pages (top and bottom of pages and in-grid), the same report found.