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Such experiences are especially important with Gen Z shoppers, who prefer in-person shopping to online, per Adyen research. Retail media gives private label brands prominence on the digital shelf and beyond.

David鈥檚 Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an 鈥渁sset-light鈥� model to expand inventory鈥攁nd ad sales鈥攚hile minimizing expenses.

The insight: Food delivery has become an ingrained habit, with more consumers turning to the service multiple times per day. Our take: With more restaurant spending being funneled through platforms like DoorDash and Uber Eats, operators are having to rethink their acquisition strategy. Companies previously reluctant to sign on to their marketplaces鈥攍ike Olive Garden and Domino鈥檚鈥攁re changing their tune as it becomes clear that consumers鈥� affinity for delivery is not a pandemic blip. At the same time, DoorDash and its competitors are aiming higher. For them, food delivery is merely the first stepping stone toward becoming a one-stop shop for all of consumers鈥� needs, from restaurant meals to groceries to pet and home improvement supplies. That鈥檚 an ambitious goal, and one that is not yet reflected in shoppers鈥� behavior鈥攂ut that could change as people become more accustomed to spending time on delivery apps.

Walmart鈥檚 US ecommerce sales jumped 20% YoY, fueled by its expanding marketplace assortment and investments in faster, more efficient delivery. Target鈥檚 digital comparable sales rose 8.7%, in part due to surging interest in same-day delivery from its Target Circle 360 members. Ecommerce now accounts for roughly 20% of Target鈥檚 total sales.

Latin America鈥檚 digital revolution is marching full steam ahead, with consumers spending more than a third of their day online. As social commerce and retail media propel the region鈥檚 digital economy to new heights, the runway for growth remains long.鈥�

Wonder acquires a media company, Unilever dedicates more spend to influencers, and Ulta launches a third-party marketplace. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

The digital landscape in Europe is slowing, but opportunities for advertisers, brands, and retailers still exist. Knowing where to look to achieve the best outcomes will be paramount.

鈥淐ompetition in the online retail business in Germany is largely determined by Amazon鈥檚 rules for the platform,鈥� Andreas Mundt, president of the Federal Cartel Office, said in a statement. 鈥淪ince Amazon competes directly with other retailers on its platform, influencing competitors鈥� pricing, including caps, is generally questionable from a competition perspective.鈥�.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

While Walmart lacks the dominant ecommerce market share that Amazon enjoys, its product assortment and its third-party digital marketplace are both significantly larger than those of other retailers. Those scale advantages, combined with an aggressive pursuit of retail media budgets, will help propel Walmart to nearly $3 billion in search ad revenues in 2025.

General Medicine debuts as a platform where consumers can shop for medical care: While the healthcare marketplace concept isn鈥檛 new, the startup could have an upper hand by allowing people to see prices for medical care based on their unique health insurance details.

The battle for ad dollars is shifting from online marketplaces to streaming and in-store environments. Amazon鈥檚 integration of ads into Prime Video represents a major expansion of its retail media empire. Walmart鈥檚 Vizio acquisition mirrors this strategy, as it seeks to turn SmartCast OS into a retail media network that extends beyond its website and stores.

That鈥檚 why it鈥檚 focused on controlling the controllables: improving the omnichannel experience to make shopping more convenient for customers, building incremental revenue streams like its third-party marketplace and retail media network, and maximizing operational efficiency. But the landscape is not favorable to Best Buy.

The integration aims to bridge gaps between supply and demand in fragmented streaming environments by streamlining access through Amazon鈥檚 Transparent Ad Marketplace.

Why it matters: Marketplaces like Shein, Temu, and even Amazon Haul鈥攚hich were built on low-cost, duty-free imports鈥攈ave had to pivot quickly:. Temu has shifted to selling only US-sourced goods 鈥渇or the foreseeable future鈥� to avoid the new import costs. Amazon Haul is also changing direction.

With margins under pressure, their path to growth may hinge on how deftly they can navigate鈥攁nd compete in鈥攁n increasingly fortified global marketplace. Go further: Check out our coverage on the Impact of Tariffs.

Our take: Amazon鈥檚 capacity limits are yet another headache for third-party sellers on its marketplace to navigate鈥攁nd one that will affect their ability to manage tariff costs, as well as their performance during crucial shopping periods like Prime Day. One option is to move more inventory into the retailer鈥檚 long-term bulk storage offering, known as Amazon Warehousing and Distribution (AWD).

Now offering massages, art tours, and more without a home booking, Airbnb is turning into a full-service travel platform with a trove of first-party data.