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Walmart dominated the US retail landscape in 2024: The mass merchant’s ability to offer savings and convenience won over shoppers, and its growing ecommerce and advertising businesses are helping it make inroads against Amazon.

Shopify’s Q4 sales accelerate 31%: The company expects Q1 sales to grow in the mid-20% range as it ramps up efforts to attract major brands like Goop and Reebok to its ecosystem.

The National Retail Federation (NRF)’s Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge—exceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

With origins in performance advertising and a focus on efficiency, retail media is likely to remain resilient, even amid an economic upheaval exacerbated by US tariffs. However, impacts won’t be evenly felt, leaving some players better positioned to withstand headwinds.

Despite accounting for just 14% of US households, Hispanics are responsible for 16% of CPG growth, per Circana, with the demographic’s dollar and unit CPG sales outpacing those of non-Hispanic households. Our take: Grocers have to take stock of demographic shifts to ensure they can meet the rapidly evolving needs of local consumers.

The Ozempic shortage is over: We explore how an FDA decision impacts compounded weight loss drug sellers like Hims & Hers and patients who are prescribed GLP-1s.

Shopping has spread across the entire social ecosystem. Our survey of social shoppers found that the kinds of goods and services people buy differ meaningfully across the platforms.

US CPG Industry Ad Spending 2024 (Subscription required). US Ecommerce Forecast 2024(Subscription required). Methodology: Data is from the October 2024 Ipsos report titled "What the Future: Food." 1,120 US adults were surveyed during August 29-30, 2024.