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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.

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.

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.

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.

CAIT鈥攁longside Praveen Khandelwal, a lawmaker from the ruling Bharatiya Janata Party鈥攊s calling for the government to suspend Amazon鈥檚 and Flipkart鈥檚 ecommerce operations in India, which would be a blow to the overseas ambitions of both Amazon and Walmart. Looking ahead: India is hugely important for digital marketplaces as they try to gain an early advantage in the country鈥檚 nascent ecommerce market.

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.

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.

Without the advantage of de minimis, Shein and Temu would lose their price advantage relative to players like Amazon and Walmart. The two also face growing competition from Amazon, which is challenging Shein and Temu on their own turf with its own low-cost marketplace, Haul, where all products sell for $20 or less.

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.

It is the fastest-growing retail marketplace we track, beating out eBay and Walmart. What it means: With 51.1 million unique US visitors in January 2024, the Temu app was one of a handful of retailers (alongside Amazon and Walmart) to land within the top 20 smartphone apps by user, according to Comscore.

While they remain a primary destination for cash-strapped consumers, stiff competition from the likes of Walmart and Target alongside the rise of ultra-cheap Chinese ecommerce marketplaces is eating away at their market share, while economic conditions are causing their core customers to pump the brakes on spending.

Walmart. Wayfair.

We expect online cosmetics and beauty sales to grow more than twice as fast as in-store sales this year, in part due to efforts by Amazon and Walmart to broaden the selection of brands鈥攑articularly premium ones鈥攐ffered on their marketplaces, as well as sales events like Amazon鈥檚 upcoming Holiday Beauty Haul.