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Ecommerce may be hit particularly hard after President Donald Trump ramped up tariffs on China to 245% and announced plans to tighten regulations on de minimis imports from China and Hong Kong鈥攎oves that will likely dampen sales from Chinese-based sellers on online marketplaces operated by retailers like Amazon and Walmart, as well as reduce growth for platforms like Shein and Temu.

Walmart will raise prices soon to offset 鈥渢oo high鈥� tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

While Google has taken steps to crack down on fake reviews, stricter oversight from the CMA and a recent ban on such activity from the Federal Trade Commission (FTC) could force it鈥� as well as Amazon, Walmart, and any online marketplace鈥攖o impose stricter safeguards to keep such fraudulent activity to a minimum.

However, unlike general marketplaces such as Amazon and Walmart, Instacart鈥檚 category-specific focus has historically limited appeal to advertisers outside grocery. Advertisers should watch for these new developments. DoorDash鈥檚 and Uber鈥檚 membership flywheels will move customers into retail services. These apps are growing their paid membership programs.

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 will widen its lead over the rest of the non-Amazon field. 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.

It has underperformed mass merchant peers Walmart and Amazon as it grapples with weakening discretionary spending and boycotts triggered by rolling back diversity, equity, and inclusion policies. Employee morale at Target is also down.

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.

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.