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Yeah, I think there's a lot of money in pet products. People talk about this as a recession-proof category. Blake Droesch:. Yeah, and it's also a category that is really conducive to e-commerce. I think our forecast says that by 2027, more than half of the sales dollars from pets are going to come from online sales, so they're just in a good position and good category.

And then they're also partnering with pet care platform pop, I believe it's how you pronounce it, to add pet telehealth services to Woods Walmart plus membership. And it had a pretty good earnings for Q1, so it's a lot going on. Sara Lebow (11:14):. Becky accurately predicted it'd be adding pets to its loyalty program,. Sky Canaves (11:19):.

So we've seen pets at home, which has always been in big kind of retail park out of town locations, and they've started opening a lot of smaller format stores in the London area because they're really Targeting that kind of Gen Z audience who perhaps don't go to retail parks but still have pets and still willing to spend on them. Sara Lebow (05:01):. Well, that brings me to another question.

Love this perspective, Suzy, that shopping for kids is just shopping for pets. Suzy Davidkhanian:. Oh no. But it's because pets are a part of your family is what I meant. Sara Lebow:. I want to talk more about how people are shopping because e-commerce growth is a slightly different story than overall back to school retail spend, according to our forecast.

They're very focused on pet and confectionary. Kellanova brings in that salty kind of snack foods aspect. And reportedly, as far as what MARS is saying the deal will enable them to do is bring on some structural efficiencies that will enable them to hold prices steady so they're able to round out their portfolio and hopefully at least protect the consumer in terms of not raising prices even more.

Retail: Includes mail order/catalog, restaurants/fast food, drugstores, retail stores, cosmetics stores, and merchants of apparel, home furnishings/textiles, toys, pet food/supplies, appliances, jewelry, and general merchandise.

This includes sales of food and beverages, pet food, household cleaning products, personal care products, and other household consumables. Delivery platforms can help retailers compete with Amazon, but the partnerships come at a hefty cost. Sales: Delivery platforms make money by charging a commission from retailers.

Shopping habits foretell the next phase of digital growth for grocery products.

They are doing lots of stuff with pets. They realize what's driving people in store, but they also understand how to use online and what type of customer that drives. They've been able to use a lot of data and they have a new partnership. This was the newest news, the Revs.

Roblox uses battle tornadoes and raise pets. Will they watch ads? Two asks. Suzanne Ika and Sarah Edelman of the Wall Street Journal, the online entertainment company. Roblox has teamed up with ad tech firm PubMatic to help juice sales or video ads on its platform, which averages 78 million daily users.

They had one for gaming, one focused on pets, and now they're going to have one on beauty. And so these targeted events really make a whole lot of sense because you can just push brands to pay for retail media dollars while also providing some lift in terms of sales. Marcus Johnson (07:00):. Jeremy, what'd you make of that?

Yeah, I think that's one of the hardest parts is putting those ads in Petco and Pet Supplies Plus in Walmart and having them all serve in different places and comparing all of them. That's, to me, where the third party is most useful. With that in mind, that is all we have time for today, so thank you for being here, Suzy. Suzy Davidkhanian:. Thanks for having me. Sara Lebow:. Thank you, Sky.

We're starting to hear stories around pet shops are already there, but now adoption centers in Canada, we have malls that have DMVs and libraries, and so I think we're going to start seeing a lot more mixed use case malls, which will help drive traffic. Sara Lebow:. Is that the same case in the UK Carina? Carina Perkins:. Similar in some ways and different in others, I would say.