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What is perhaps surprising is the extent to which Amazon dominates鈥攁t 27%, versus 6% for Target and 5% for Walmart. Walmart is the top destination for groceries, Target for apparel and shoes. Amazon鈥檚 recent inroads into grocery have not yet disrupted Walmart鈥檚 position as the nation鈥檚 No. 1 grocer.

While Walmart is kind of guaranteeing its low prices, especially through its private label goods, but it's also focused on driving membership to Walmart Plus and it's trying to bundle together a whole suite of features and offers in there to make it worthwhile.

For anyone who isn鈥檛 Amazon (or Walmart, which has the second-biggest RMN), the opportunity lies in differentiating what your RMN can offer brands. At Hy-Vee, this means customizing campaigns.

Why it matters: By enhancing the customer experience online and in-store, Aldi is better positioned to compete with other low-priced retailers like Walmart or Dollar General. Out-of-stocks are the top pain point when shopping in store, according to 39% of US adults, per February 2024 data from the Path to Purchase Institute in conjunction with Great Northern In-Store.

Exclusive鈥擥en Zs increase holiday spending despite broader pullback in discretionary categories. 4 analyst retail predictions about Cyber Five, retail media, and Walmart for the 2023 holiday season. Methodology: Data is from the October 2023 Deloitte, "2023 Holiday Retail Survey." 4,318 US internet users ages 18+ were surveyed online during August 30-September 8, 2023.

Walmart partnered with Cure Hydration to put free samples inside curbside grocery orders. Target added a Starbucks ordering feature for its curbside customers. But post-pandemic, these types of marketing and sales initiatives will create more value when centered on in-store pickup. If demand for curbside continues to drop, retailers may end the practice. Some retailers have already done so.

Discount grocer Aldi is expanding, adding 800 stores across the US by the end of 2028, investing more than $9 billion to increase its physical presence, something that has served other retailers like Walmart well.

Meanwhile, TikTok limited the US version of Shop to sellers who are US residents or businesses registered in the US, which means the overseas merchants that account for a large share of SKUs on Amazon, Walmart, and other platforms can鈥檛 sell on the platform. Of course, TikTok could open up the US version of Shop to foreign sellers.

The big picture: Looking beyond Macy鈥檚 and Best Buy, Walmart and Target both said during their earnings calls that food and beverage categories helped them increase sales as people spend more time at home. TJX Companies and Burlington Stores said they continued to post sales gains thanks to their value-oriented brands; both are also experiencing better-than-expected foot traffic.

In fact, its chief rival, Walmart, recently boasted that nearly 75% of its grocery share gains in the third quarter came from households making more than $100,000 annually. Amazon would be wise to find more ways to emphasize its private label brands and other value-oriented items as part of its strategy.

And in 2024, Walmart Connect gave its advertisers the ability to use its custom audiences to target TikTok users with video and display ads. Read the full report, Paid Social Forecast Report H1 2024.

Walmart links holiday-centric rom-coms and social commerce in its new shoppable series. Cyber Monday spending reaches new heights as shoppers hold out for discounts. Email and SMS marketing proving pivotal during Black Friday to Cyber Monday sales period.

Amazon, Walmart, Google, and Klarna lean into generative AI. Amazon turns to generative AI to improve the search experience. Methodology: Data is from a November 2023 SurveyMonkey survey. 1,096 US adults ages 18+ were surveyed online during October 30, 2023.

Walmart, Amazon, Instacart make search enhancements. Uber takes on TaskRabbit.

How Walmart, Trader Joe鈥檚, and Target boost holiday impulse purchases.

Amazon, Target, and Walmart.

Expect to see more partnerships like Roku鈥檚 tie-ups with Instacart and Walmart. More like this:. Peacock US subs rise to 22 million. Netflix delays password-sharing crackdown rollout, posts mixed results. The currency upheaval hits as the TV/CTV market closes in on the $100 billion ad spending milestone. Nielsen regains one Media Rating Council accreditation, but there鈥檚 still more work to be done.

鈥淚f you think about Walmart [and] Costco, they鈥檙e in these strip mall sort of centers,鈥� said Davidkhanian, pointing to the retailers鈥� comparative success. 鈥淓ven Best Buy is more of a strip-mall-style retailer than Nordstrom.鈥�. Since most Canadians live in the southern part of the country, cross-border shopping is huge.

Walmart really, they deliver all of their groceries, so they rather than companies that use third-party intermediaries like Instacart.

Walmart and Instacart are outperforming Amazon in digital grocery, which could prevent the company from market share gains in food and beverage and health/personal care/beauty. So far, Amazon has held off competition from Temu and Shein, but the upstarts could stunt future growth in categories like apparel, footwear, and accessories. Read the full report, US Amazon Ecommerce Forecast 2024.

Over half (51%) of US consumers start their online shopping search on Amazon, outpacing search engines (39%), Walmart.com (34%), and YouTube (23%), per an August 2023 Jungle Scout survey. Use this chart:. Consider last-minute holiday ad placements. Identify generational differences in holiday shopping patterns. More like this:. A look back on some 2023 retail predictions.

Amazon, Walmart turn to shoppable TV ads to shorten the path to purchase. Note: Respondents were asked "How short would ad breaks need to be in order for you to watch a free streaming service?". Methodology: Data is from the October 2023 ViewNexa report "How to Follow the Audience." 1,000 US consumers ages 18+ were surveyed online during August 2023 by Sapio Research.

Walmart is leaning into value-focused aspects, sharing recipes and meal ideas for consumers looking to keep costs down. Dollar Tree is using current trends like #watertok to promote products. Let鈥檚 get physical: Brick-and-mortar retail is back as consumers return to stores for the in-person shopping experience. Luxury brands are providing consumers with an ultra-curated, best-in-class experience.

Walmart, for example, has driven consumers to enroll in Walmart+ by adding perks such as discounts on gas. The big takeaway: It鈥檚 easy to see why Target is eying a paid membership: Programs like Prime offer a recurring revenue stream and drive more repeat business as enrolled members tend to spend more with those retailers to ensure they鈥檙e reaping the value of their investment.

Walmart, Best Buy, Sephora, The Kroger Co., and Albertsons Companies have launched new paid memberships since 2020. Most of these memberships assume the Amazon Prime model, putting free shipping and delivery front and center. They often also offer access to exclusive products, services, and rewards programs. Despite these new offerings, the overall rate of revenue growth is decreasing.