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Our take: Target鈥檚 latest membership update is unlikely to trouble Amazon or Walmart, but the prospect of saving money on same-day delivery from other retailers could convince previously skeptical shoppers to shell out $99 a year for the service.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

Amazon and Walmart scoop up beauty sales as shoppers search for convenience: Our Industry KPIs data shows that the two account for the majority of purchase intent clicks in the beauty and personal care category.

With third-party data signals dwindling, advertisers are swarming around the first-party consumer data and closed-loop attribution offered by retailers like Amazon and Walmart. Major publishers are betting on direct sales.Those with premium content, like Bloomberg, are opting to take their inventory off the open exchange.

With the anticipated growth of Prime Day sales, retail media spending will balloon as Amazon retailers invest in marketplace ads to capture more attention during the event.

Retailers turn to genAI to help with product listings: Puma, Walmart, and Amazon are among the companies that see the tech as an opportunity to deliver a more personalized, relevant experience to shoppers while improving productivity.

While Amazon dominates, Walmart and Temu are growing faster, and more retailers across sectors鈥攆rom department stores to grocery to specialty retailers鈥攁re setting up their own marketplaces. As marketplaces compete for sellers, their operators will strive to provide customer data and tools that can drive sales. Mobile is critical to supporting cross-channel engagement.

Amazon is the largest retail marketplace in the US, bringing in $328.30 billion in sales, per our forecast. eBay comes in second ($35.02 billion), followed by Walmart ($10.64 billion). Other marketplaces, like Shein and Temu, are also fighting for their share of consumer dollars by offering lower prices than competitors.

Dollar store consumers, especially lower-income households, are facing financial difficulties, relying on credit cards to cover necessities. Retailers like Dollar General and Dollar Tree are focusing on pricing and promotions to keep customers shopping, but there has been a decline in discretionary spending from middle- and high-income consumers, who may be turning to mass retailers like Walmart.

Walmart. Wayfair.

With the ascent of Chinese ecommerce disruptors and the ongoing rivalry between Amazon and Walmart, the upcoming holiday season is expected to bring some big shifts. Some of those shifts include the lessening of Cyber Five鈥檚 importance and retailers losing focus on profitability, said our analysts Jeremy Goldman and Zak Stambor on a recent episode of the 鈥淏ehind the Numbers鈥� podcast.