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And thanks to the marketplace that Amazon and Walmart operate, thanks to the business partnerships that lots of grocers have with CPG brands, those relationships exist already. They maybe not fit together as perfectly as they should be to get business started that day, but they're close enough, and so I think that that's something that we're going to see happen pretty quickly. Sara Lebow:. Yeah.

Mounting pressure will squeeze the long tail of retail media networks: Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, leaving a rather narrow slice of the market for all other players.

Amazon received 236.9 million unique US visitors in June 2024, according to Comscore. It far exceeded Walmart in second with 137.2 million unique visitors.

The focus on price should give value-oriented players, including big-box retailers like Walmart and Target, as well as discounters a boost this quarter. Nearly six in 10 consumers (58%) say they prefer to do their holiday shopping at big-box stores, while 47% opt for ecommerce marketplaces and 34% favor discount retailers.

Walmart: For making its AI delivery optimization tool available to other companies and announcing early morning delivery. 8. Michaels: For launching a new online marketplace and in-store experiences. Listen to the full episode. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Marketplaces lose share in places where US shoppers start their shopping journeys. How seamless payments, social commerce, and loyalty apps are driving mcommerce growth. The top 10 ecommerce sites in the US. How big will Amazon get?

Amazon late last year launched its own low-cost marketplace, Haul, where products retail for $20 or less. It also cut its commissions in some key categories. At the same time, Amazon is on a relentless push to lean into its Prime advantage鈥攆ast delivery times鈥攖o keep shoppers clicking the buy button.

Starting next month, marketers鈥� shoppable display campaigns will be automatically extended across Instacart鈥檚 marketplace and Caper Cart鈥檚 digital screens. DoorDash is rolling out post-purchase banner ads in select categories to encourage customers to supplement existing orders by adding items from other stores.

Walmart, a $1 trillion company and one of America's largest employers, joins other major corporations like Ford, Lowe's, and John Deere in reducing DEI programs. The company's policy changes affect multiple business areas, from supplier relationships (which will remove race and gender considerations) to marketplace oversight (with stricter controls on products targeting minors).

Amazon Haul, launched last fall as a Temu-style marketplace, is also shifting course. Amazon has started adding its own inventory鈥攊ncluding branded goods from adidas and Gap鈥攊nto Haul, signaling a repositioning from a China-direct marketplace to a broader discount storefront.

In April, Walmart led the retail rankings thanks to its advanced grid-based delivery system and an elevated in-store beauty experience. Amazon followed closely with the testing of a new AI-powered 鈥淏uy For Me鈥� feature designed to simplify purchases. Meanwhile, Temu and Shein adjusted their pricing strategies due to rising import costs, risking their low-price appeal. Here are the eight most interesting retailers and brands from last month, as ranked on our 鈥淏ehind the Numbers鈥� podcast.

Walmart. Walmart secured the fifth spot for its strategic moves, including its decision to acquire Vizio and transform it into a private label brand. This demonstrates Walmart's understanding of the value of established brand equity and its ability to leverage it within its private label strategy.

Walmart rolls out series of initiatives to attract customers to its stores and boost ecommerce business: The retailer is opening a cashierless Sam鈥檚 Club store, adding pet care centers, and automating more distribution centers.

At the same time, grocery doesn't quite lend itself as well to a third party marketplace because you're not going to have third party sellers selling fresh foods or even CPG products necessarily through the marketplace.

At least five retailers and marketplaces in Canada鈥攍ed by Advance鈥攁re on buyers鈥� radar, per our survey. But they still have much work to do to steal share from Amazon Ads and Walmart Connect, the latter of which is No. 2 in buyer awareness and activity. Download our survey data in full here.

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Last week, retail marketplaces Thrive Market and Faire joined the growing number of retail media.

Amazon recently overhauled its grocery business in a bid to grow its share of online grocery dollars and reduce supply chain costs, but Walmart still has a commanding lead. Over six in 10 (61.4%) digital grocery buyers have ordered from Walmart, compared with 49.5% for Amazon.com and just 18.6% for Amazon Fresh.

Here鈥檚 how ad buyers ranked the retail media networks of 14 leading CPG-focused retailers鈥攊ncluding Ahold Delhaize, Albertsons, Amazon, Costco Wholesale, CVS, Instacart, Kroger, Target, and Walmart鈥攁ccording to the attributes they value most.

More Chart of the Day:. 6/27 - Corner the marketplace. 6/26 - Where Gen Z buys. 6/25 - The CTVerse. 6/23 - Amazon on display. 6/22 - Game of phones.

Walmart looks to improve its online shopping experience: The retail giant cut down clutter on its revamped website and app to entice shoppers to browse and buy.

Semrush data cited by Reuters found that Temu and Shein were buying Google ad space on search terms like 鈥淲补濒尘补谤迟 Black Friday,鈥� 鈥淏ed Bath Beyond,鈥� 鈥淲补濒尘补谤迟 Clothes,鈥� and other key terms with major competing brands in hopes of targeting consumers during the Cyber Five. CPCs on 鈥淲补濒尘补谤迟 Clothes鈥� increased 16 times from August 2022 to August 2024.

They also have the ability to leverage their stores for click and collect, and they have just a super vast selection of stuff, just like Amazon, thanks to their online marketplace. So I think they're going to do really well this holiday season. Sara Lebow:. Something I'm watching at Walmart is the potential of their app.

This could make consumers more comfortable with using these payments, increasing adoption, especially as big names like Walmart start to offer the payment method. Increases digital wallet competition. Given it鈥檚 now easier to switch between different providers, digital wallets will now have to work harder to keep their users.

Digitally native D2C brands embrace traditional retail strategies: More are inking partnerships with retailers like Amazon and Walmart to expand their reaches and offset soaring acquisition costs.