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Amazon is second with $49.77 billion in US grocery ecommerce sales, followed by Instacart ($35.35 billion) and The Kroger Co. ($19.07 billion). In response to losing grocery share to other retailers, discount retailers may focus on other categories, like beauty, apparel, or toys, to maintain sales. Which leads us to our last prediction.

That trend hasn鈥檛 gone unnoticed as Kroger, Amazon, Target, and Albertsons have expanded their private label offerings to appeal to value-focused shoppers. Still, the shift isn鈥檛 evenly distributed across categories.

Sales in the category grew 28% between June 2023 and May 2024, per 84.51掳, a retail data company under The Kroger Co. Serving a need: Nonalcoholic beverages have carved out a niche by serving a need that, until recently, wasn鈥檛 met with high-quality options.

Our take: Should the case be allowed to continue, it could have significant repercussions for the way large retailers like Walmart, Kroger, and Costco operate. If the FTC prevails, those retailers would no longer be able to negotiate heavy discounts on account of their scale, which in turn would reduce their price advantage relative to independent operators.

Dozens of other retailers鈥攊ncluding Walmart, Target, The Kroger Co., Instacart, DoorDash, and Costco Wholesale鈥攁re also monetizing consumers鈥� search activity with ads. Retail media search ads are a critical lower-funnel tactic for advertisers. Although display is growing faster, search will still account for nearly two-thirds of retail media ad spending this year, per our forecast.

Apparently the Asian communities in these specific towns have been growing in the past few years, so I think it's just a really great way to get them to shop at Kroger rather than another store that is in town. Suzy Davidkhanian (11:18):. Arielle, do you know if it's in a Kroger, an existing Kroger, or it's a standalone experience? Arielle Feger (11:23):. Yes, these will be standalone stores.

Proximity mobile payments are on a growth tear, driven by strong spend per user. Here鈥檚 how providers are using wallet integration and new features to make proximity payments stickier.

Many patients grew comfortable with getting other types of medical care at places such as CVS, Walgreens, Walmart, and Kroger. But demand has waned post-pandemic, and many consumers are ditching drugstores altogether in favor of online retailers. For example, CVS is closing about 10% of its locations. We forecast that CVS retail clinic patients will decline 4.6% next year and 7.9% in 2026.

Kroger supermarkets with in-store clinics, for example, saw 43% more foot traffic in H1 2024 versus those without, Placer.ai research found. These types of integrations create a retail environment that drives more transactions, creates a better experience for the customer experience, and creates lasting lifetime value and loyalty. Watch the full 蘑菇AV Summit session with Placer.ai.

Amazon is the driver of the retail media phenomenon, but Walmart, Target, Kroger, Instacart, and many others are jumping on the bandwagon. These companies have the advantage of first-party data and proximity to purchase, and they will continue to steal share from legacy digital ad publishers. Social network ad spending is back on track.

In addition to a proposed ban on price gouging, the vice president said she would require greater scrutiny of mergers like Kroger-Albertsons and Mars-Kellanova that could result in higher grocery prices. Companies like Amazon would also likely face continued scrutiny over their business practices.

The report analyzed foot traffic to grocery stores with and without in-store clinics at large chains such as The Kroger Co. and H-E-B. The Kroger Co. operates about 225 Little Clinic locations across Kroger stores and its family of companies, including Dillons, Jay C Food Stores, Fry鈥檚, and King Soopers.

That won鈥檛 be easy given that it is competing against retailers such as Walmart and Kroger that operate thousands of stores.

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Nearly 1 in 5 Kroger shoppers (18%) are deferring big-ticket purchases and 13% are holding off on purchasing a car until after the election, per a survey by the grocer鈥檚 data analytics arm, 84.51掳.

Retailers have been quick to fill the gap: Walmart is using its premium bettergoods label鈥攚hich features products like pineapple fried rice-flavored crackers鈥攖o hone its appeal among wealthier shoppers, while Kroger has launched nearly 600 private label products so far this year.

In addition to a proposed ban on price gouging, the Vice President said she would heighten scrutiny of mergers like Kroger-Albertsons and Mars-Kellanova that could result in higher grocery prices.

Lack of standardization is also holding back investment鈥攚hich is why players like Kroger and Albertsons, as well as trade groups like the Interactive Advertising Bureau, are pushing for industrywide standards that would make it easier for brands to measure the impact of their spending. Yes but: Despite their doubts, advertisers continue plowing money into retail media.

For example, Red Baron paired purchase data from The Kroger 颁辞.鈥檚 Kroger Precision Marketing (KPM) to reach lapsed buyers with video ads on Roku鈥檚 platform. The campaign drove a 9.1% uplift in household penetration, a 48% increase in household penetration among lapsed Red Baron buyers, and a sales lift of 6.9%.