Though not expected alongside Coach or Tory Burch, Walmart and Old Navy appeared at New York Fashion Week (NYFW) to draw attention to their latest fashion endeavors.
Article
| Sep 17, 2024
Walmart. Warner Bros. Discovery.
Report
| Feb 20, 2025
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| Nov 1, 2024
Source: Walmart; Amazon; Target
Sam’s Club is on a winning streak: The Walmart-owned wholesale club is making several notable moves with an eye toward improving the customer experience.
Article
| Sep 23, 2024
Walmart is marking down everything from laptops to grills. Sooner rather than later: Shoppers feel pressure to buy before tariffs push prices higher. The average effective US tariff rate is 17.8%, the highest since 1934, per the Yale Budget Lab.
Article
| May 19, 2025
In 2025, Walmart will be the fastest-growing key retailer we track, with a 16.1% increase in ecommerce sales (including Walmart.com and Sam’s Club). The company’s emphasis on low prices and its fast-growing membership programs that encompass fast and free grocery delivery have been winning over value-conscious shoppers. Walmart has noted ongoing sales growth as more affluent consumers trade down.
Report
| Jun 20, 2025
Section 4: Walmart, Amazon, and other key players. Walmart, the dominant retailer in digital grocery, is expected to grow its share of total sales over the next 2 years. Instacart dominates the grocery delivery space, though DoorDash and Uber are slowly increasing in market share. In 2025, Uber and DoorDash will be among the fastest-growing players in digital grocery.
Report
| Jan 9, 2025
For major retailers like Walmart, Target, and Amazon, private label brands deliver multiple benefits beyond just sales revenue. "They can generally enjoy higher margins on the private label goods than on selling products that they get from other brands at wholesale," said analyst Sky Canaves.
Article
| May 16, 2025
Walmart cited similar barriers to meeting its plastic and recycling targets for the year. Per a company update, while the retailer has “made significant progress toward our ambitious 2025 goals,” it expects to “fall short of achieving” them due to “many factors” beyond its control, including public policy, infrastructure, and changes (or lack thereof) in consumer behavior.
Article
| Jun 23, 2025
Retailers like Walmart are already reducing orders in areas where they believe increases are most likely to dampen demand—which could include products like toys and apparel that are most exposed to tariffs. 80% of midsize and 64% of small toy companies canceled orders due to tariffs, according to a survey by the Toy Association, threatening availability during the holiday season.
Article
| Jun 4, 2025
Companies like Walmart, Nike, and Mattel have already warned that they plan to pass some of those costs on to consumers. Our take: It’s becoming increasingly clear that consumer spending power is eroding. The shift hasn’t gone unnoticed.
Article
| Jun 2, 2025
That could complicate its ability to keep prices low, opening the door for competitors like Walmart. Go further: Check out our US Amazon Ecommerce Forecast, as well as our latest reports on the Impact of Tariffs on US Businesses and The First 100 Days of Trump.
Article
| May 1, 2025
Google’s lead is narrower but still substantial when it comes to price comparison: 40% of the 16-to-24 age group turn to the company first, followed by 25% for Amazon and 12% for Walmart. More worrying for Amazon is Google’s rising appeal among Gen Z shoppers who already know what they want to buy.
Article
| Jun 13, 2025
Walmart positions itself as champion of US businesses amid tariff concerns. Walmart launched a small business program called "Grow With US," positioning itself as an incubator of US business amid tariff concerns. The move appears designed to enhance Walmart's image with both consumers and the US government.
Article
| Jun 2, 2025
Loblaw and Walmart tick the boxes on a handful of in-store features, including digital out-of-home, a variety of formats utilizing digital screens, and in-store audio. Sources. Interactive Advertising Bureau of Canada (IAB Canada). Mars United Commerce. Retail Council of Canada.
Report
| Feb 11, 2025
Traditional retailers like Amazon and Walmart are reportedly considering issuing their own stablecoins as a means to avoid billions in transaction fees from credit and debit cards, per The Wall Street Journal. PayPal also is trying to expand the use of its own stablecoin, PYUSD. It recently partnered with Coinbase and also started offering a yield “reward” on PYUSD balances.
Article
| Jun 13, 2025
Walmart joins the early October holiday sales push: The retailer will launch its Walmart Holiday Days event on October 8, the same day Amazon and Target are hosting sales.
Article
| Sep 19, 2024
The combination of higher costs stemming from tariffs coupled with softening demand from consumers worried about their financial health is creating problems even for the likes of Walmart—an extremely troubling sign for the legions of small and midsize businesses that lack the big-box retailer’s ability to negotiate with suppliers and adjust sourcing. Companies are already feeling the squeeze.
Article
| Jun 12, 2025
In an era promising regulatory clarity and enthusiasm from the Trump administration, many incumbents—from big banks like JPMorgan to big retailers like Amazon and Walmart—are trying to strike the stablecoin iron while it’s hot.
Article
| Jun 24, 2025
For a powerful retailer like Walmart, the cost to ship a new payment type is worth it for the interchange they could save. It was reportedly interested in enabling the Federal Reserve’s instant payment system at checkout. Our take: As long as the cost of accepting credit cards remains sizable, merchants who have the means to dodge fees will find ways to make pay-by-bank accessible.
Article
| Jul 1, 2025
Walmart and Amazon see (mostly) clear skies ahead while Target warns of headwinds. Mass merchants Amazon, Walmart, and Target presented varying pictures of consumer spending in Q3.
Report
| Dec 11, 2024
Low- and high-earning consumers are shopping at Walmart, while income groups splinter for off-price fashion retailers. Temu draws households from rural areas, and Amazon shoppers come in all ages. Here are five key stats from Coresight Research’s August 2024 report, “US Consumer Survey Insights Extra,” to help marketers refine their targeting strategies.
Article
| Sep 18, 2024
Walmart will also slightly increase its share in the coming years. But the biggest winner will be the long tail of “other,” as dozens of smaller retail media players around the world emerge and stake their claim. Behind the Numbers.
Report
| May 29, 2025
Amazon and Walmart are search advertising’s growth engines: The latter is a distant second to the former, accounting for nearly 4 in 10 non-Amazon retail media search ad dollars this year.
Article
| Sep 9, 2024
Which of the following is not one of the items mentioned in a recent Walmart ad featuring actor Walton Goggins? A) A sauna. B) Bear spray. C) Dancing shoes. D) A casket. In the ad, Goggins lists the unlikely items consumers can find on the Walmart app, including a sauna, bear spray, and dancing shoes. Walmart does, in fact, sell caskets, but it was not one of the items highlighted in the ad.
Article
| Jul 3, 2025