蘑菇AV

The news: Best Buy is taking steps to compel shoppers to buy computers, TVs, and other consumer electronics from it rather than its broad array of online and offline competitors that includes Amazon, Costco, and Walmart.

Kroger faces strong headwinds as value-oriented retailers ranging from Walmart to Aldi to Costco chip away at Kroger鈥檚 share of food spend. The net result is that Walmart鈥檚 share of grocery dollars rose 1.1 percentage points over the past year to 25.2%, while second-place Kroger saw its share fall 0.5 percentage points to 10.7%.

While the company would still trail Walmart, Amazon, and Costco in terms of grocery market share, its expanded footprint would give it a huge in-store retail media advantage. That said, given the weight of public opinion against the deal and vocal opposition from lawmakers on both sides of the aisle, it seems increasingly unlikely the merger will take place.

Black Friday in October: Amazon鈥檚 sale has driven retailers such as Best Buy, Costco, Target, Walmart to launch their own October events that, in some cases, coincide with Prime Big Deal Days. Consumers have taken note: 33% of Numerator respondents shopped or planned to shop Walmart Holiday Deals, and 31% shopped or planned to shop Target Circle Week.

This is where I'll do a shameless plug for the Costco episode that we did a few weeks ago with Susie and Zach where we talked more about Costco and more about their hot dogs.

We expect Carvana鈥檚 sales to continue to grow and its share to surpass Best Buy and Costco in 2024 to reach the No. 7 slot. Lowe鈥檚 will maintain its share as Wayfair falters. The home improvement retailer will solidify its position in the No. 12 slot in 2024, while struggling furniture retailer Wayfair loses share and falls to No. 13. Already-dominant Amazon will gain most market share.

Costco Wholesale tested curbside pickup in 2021 but ultimately decided not to move forward. And Kohl鈥檚 recently discontinued its curbside option, instead focusing on automated in-store pickup.

The retail media frenzy has continued through 2024, with retailers like Costco, Wawa, and Saks launching networks, while others, like The Home Depot, Instacart, and Walmart, bolstered their networks to grow their share of ad dollars. With more options, advertisers are becoming more cautious about the networks they work with, focusing on those that can prove campaign success.

Its share of recent digital grocery buyers is similar to Instacart鈥檚 and larger than those of leading US grocery chains like Costco Wholesale and The Kroger Co. Amazon Fresh also has a larger online audience than Whole Foods Market. The most popular method of ordering grocery products from Amazon is via the core Amazon site, using ship-to-home fulfillment.

Gen Z beauty buyers are price-conscious, but less so than older consumers. 3 ways retailers like Walmart, Target, and Costco use private label to keep costs down, build brand loyalty. How retailers like Sephora, Nike, and Amazon bridge the digital-physical gap. Back-to-school lessons from Walmart, Target, and Amazon.

Walmart鈥檚 strengths lie in grocery, retail media, but fulfillment spells an opportunity. 3 ways retailers like Walmart, Target, and Costco use private label to keep costs down, build brand loyalty. TikTok bets big on livestream commerce, aims for $20B in global sales. How Ikea innovates to keep up with an expanding ecommerce market.

And then of course, we go into Costco and spend a lot more on things we didn't know we needed and then we get a hot dog and pizza and feel better about it all because we're saving so much on that. Sara Lebow:. Love the Costco hotdogs. You're saying that your dog food, switching to private label alone paid for your Costco membership? Sky Canaves:. Yeah. I think we save about $30 a month. Sara Lebow:.

At least 65.1% of respondents to our ecommerce survey have a subscription to the retail giant, followed by Sam鈥檚 Club and Costco, which hover between 19.5% and 32.9% across age and gender. In contrast, Walmart+, DoorDash DashPass, and Instacart+ are popular primarily among consumers ages 18 to 34 and male subscribers, likely owing to convenience, affordability, and availability.

Behind it were 鈥嬧�婬ilton Honors American Express Card and Costco Anywhere Visa by Citi. Our take: Issuers must market options that appeal to both segments of their bifurcated customer base鈥攖he half that feels financially stressed and the half that doesn鈥檛. Flat customer satisfaction scores on credit cards overall suggest most consumers aren鈥檛 actively shopping around for a replacement.

Costco members now have access to online marketplace Sesame鈥檚 network of thousands of doctors offering virtual and in-person care, as well as lab and imaging centers. Walgreens recently debuted a D2C telehealth service in which patients can communicate with doctors and nurse practitioners about non-emergent health concerns over text or video. Predictions.

蘑菇AV a quarter (24%) of adults belong to Walmart+, followed by Costco Wholesale鈥檚 membership program (23%) and Sam鈥檚 Club (21%.). Over a fifth (21%) of consumers don鈥檛 belong to any of the membership programs listed, suggesting there鈥檚 lots of room for growth. 3. Retail media networks can use data to enhance campaign measurement and attribution.

The challenge: Target is entering a highly competitive market with many retail membership programs, from Costco and Best Buy to Instacart and Uber. Amazon Prime is the leader, with 97.2 million US households holding a membership in 2024, per our forecast.

Despite its efforts to compete with Amazon, it still makes up only 1.5% of total US paid retail membership fee revenues, trailing behind Sam鈥檚 Club and Costco. 4. Search is one area where Walmart is overtaking Amazon. US consumers are increasingly turning to Walmart.com to start their online shopping searches, while Amazon, search engines, and Facebook are losing share, according to Jungle Scout.

Ulta Beauty鈥檚 focus on the in-store experience has helped the retailer consistently outpace Costco Wholesale, Five Below, T.J.Maxx, and Marshalls in monthly visits from January to April 2023, per Placer.ai.

So this is a tough one, because it has to be a retailer, again, in our top 15 that we know has the ability to do better to fill the voids, and so I went with Costco. As Blake said, we had this benchmark that studied retailer apps. Costco came in last, but it is not because they are not trying, it's because of the way that their business model is set up, so a lot of the features that we looked at.

鈥淚f you think about Walmart [and] Costco, they鈥檙e in these strip mall sort of centers,鈥� said Davidkhanian, pointing to the retailers鈥� comparative success. 鈥淓ven Best Buy is more of a strip-mall-style retailer than Nordstrom.鈥�. Since most Canadians live in the southern part of the country, cross-border shopping is huge.

And Costco and other big box retailers have been successful in their very simple but very effective framework, and Amazon Fresh really needs to find that. Sara Lebow:. So to you, the Costco hot dog of Amazon Fresh is a seamless omnichannel experience? Blake Droesch:. Or Krispy Kreme. Sara Lebow:. Or Krispy Kreme, either works. Blake Droesch:. Take your pick. Sara Lebow:.

People get a Costco membership to go and buy Kirkland. And I think for some people the brand is so huge and the packaging is kind of subtle, but still people don't realize it's the private label of Costco. So that's the one we identified as one of those go-to brands that people go out of their way to purchase. 2021 fiscal year Kirkland brand, $58 billion. Sara Lebow:. Wow. Zak Stambor:. Yeah.

We talked on the Costco episode about how I'm still using my Costco TV, so this might not be the season for really expensive holiday gifts. But we see food and beverage holiday sales increase by 8%. We're seeing health and personal care sales increase by 6%. That's all according to our forecast. Can you tell me more about which categories you both are watching this holiday season?