蘑菇AV

Why it matters: Large retailers like Costco and Walmart were able to throw their weight around during the previous inflationary period to extract concessions from suppliers, and consequently keep prices lower for shoppers.

GenAI鈥檚 growing prominence: The secondhand market is gaining from generative AI鈥檚 growing role in consumer shopping. The technology helps shoppers navigate vast pre-owned selections on resale platforms more efficiently, ensuring they don鈥檛 feel overwhelmed. Personalization, improved search, and AI-driven discovery are making secondhand shopping as seamless as buying new for 48% of consumers.

Walmart is preparing for slower sales and profit growth, though CFO John David Rainey acknowledged the company didn鈥檛 factor tariffs directly into its guidance, saying, 鈥淲e don鈥檛 want to get out over our skis.鈥�. Best Buy is bracing for potential price hikes due to tariffs on China and Mexico, with CFO Matt Bilunas calling consumer reaction the 鈥済iant wild card.鈥�

Retailers looking to capitalize on retail media鈥檚 growth opportunities need to understand the market developments, formats, and challenges shaping ad spending in Latin America.

Walmart faces heat after asking Chinese suppliers to cut prices: The retailer鈥檚 attempt to shift the burden of US tariffs backfired, highlighting the widespread impact of the trade war.

Meanwhile, a growing focus on price and value is pushing shoppers toward lower-priced competitors like Walmart, Amazon, and Ulta Beauty. Our take: The retail landscape is always in flux. Even amid the swirling headwinds, 5,800 new stores are expected to open this year. But the merchants that will succeed are those with a clear, compelling value proposition.

Dollar General鈥檚 core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

Brighter lighting and stylish fitting rooms for an upgraded shopping experience. Larger backrooms to streamline Order Pickup, Drive Up, and home shipping operations. By modernizing its stores and prioritizing convenience, Target aims to improve customer engagement and efficiency across its network.

By comparison, sales at general merchandise stores such as Walmart and Target fell 1.7% YoY in February. Behind the trend: Warehouse clubs are one of the few bright spots in an otherwise difficult retail landscape.

Meanwhile, Walmart built out a whole marketplace called Walmart Discovered, where users can personalize their spaces, discover items, and also play games. Roblox itself has sought to make activations easy for brands, with a brand-focused landing page, and a partnership with PubMatic to help sell video advertisements. Creator partnership shift.

How will tariffs affect international ecommerce? Trump鈥檚 punishing tariffs on Chinese imports could significantly impact Chinese retailers like Temu and Shein, which rely on low-cost goods to compete in the US.

The Vizio of it all: Walmart said its acquisition of Vizio and its SmartCast OS represents a major leap in retail media expansion, integrating streaming advertising into its ecosystem. VIZIO鈥檚 SmartCast OS will enhance Walmart鈥檚 retail media network, offering brands a more precise way to target shoppers using Walmart鈥檚 first-party data.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.鈥�

Search will account for 64.0% of retail media next year, as it is heavily tied to product discovery on ecommerce sites. Display will make up 25.0% of retail media ad spending, 11.0% of which will be video. In-store advertising makes up a small but growing share of dollars spent.

Gen Z will let bots do their shopping. AI shopping agents will gain traction among younger demographics through initial deployment in ecommerce platforms, digital assistants, and browser extensions. AI agents will exacerbate genAI鈥檚 risks.

David鈥檚 Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an 鈥渁sset-light鈥� model to expand inventory鈥攁nd ad sales鈥攚hile minimizing expenses.

How can retailers in grocery, the second-largest ecommerce category, optimize their online business to succeed?

The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.

Larger retailers like Walmart and Target have more power to wring price concessions out of suppliers. But even that has its limits: Walmart鈥檚 efforts to get its Chinese partners to eat the cost of tariffs have been met with uncharacteristic resistance, Bloomberg reported.