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A significant portion of mobile gamers are parents (41%) and primary shoppers (90% for grocery and 88% for retail), giving mobile ads a high chance of driving purchase decisions. Gamers care about ad experience. Fifty-four percent prefer opt-in ad formats, while 51% favor ads that aren鈥檛 overly long and 47% prefer non-disruptive ad placements, per Activision Blizzard鈥檚 study.

Sweater weather has arrived, meaning pumpkin spice-flavored everything will flood retail shelves. But consumers鈥� price consciousness could make it difficult for retailers to encourage spending on discretionary purchases. That鈥檚 why Amazon, Target, and Albertsons are expanding their private label brands, leaning on fun, seasonal flavors and small indulgences to get consumers to splurge beyond their normal groceries.

Apart from groceries and cars, most consumer goods categories remain outside the deal鈥檚 scope, and retailers exporting to the US will continue to face the 10% baseline tariff on most goods.

At the same time, a wave of health- and fitness-focused social content is pushing people to consume more protein and scrutinize food labels more closely鈥攍eading to grocery aisles crammed with protein-enriched muffins, candy, chips, and other products.

FarmboxRx contracts with insurers that pay for healthy groceries on behalf of their members. Patients build rewards and receive more healthy food boxes when they get recommended health screenings and vaccinations that help keep them out of the hospital. Why it matters: There is an overlap of people who fit into both companies鈥� total addressable market.

Ahold Delhaize sees big retail media opportunities in its stores: There鈥檚 good reason for that outlook since we expect 87% of grocery sales to occur offline this year.

Nearly 1 in 4 grocery dollars will go to private labels by 2030: Store brands are gaining popularity as shoppers seek value and CPGs cut back on innovation.

The ecommerce boom in Canada means many product categories now sell a significant percentage online. This includes grocery, which we forecast for the first time this year.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

BNPL consumer behavior trends: How consumers use BNPL speaks to the fragility of their financial health, per a LendingTree survey. 41% of BNPL consumers made at least one late payment in the past year, up from 34% the previous year. 25% of BNPL users have used installment loans to buy groceries, up from 11% last year. 23% of BNPL users have held three or more active BNPL loans at one time. 33% see BNPL

Third-party grocery intermediaries lost share to grocer platforms in 2023, securing 15.2% of US digital grocery sales in Q4, down from 18.3% in Q1, according to December 2023 data from Incisiv and Wynshop.

Value is top of mind for grocery-shopping consumers: Aldi, Dollar General, Grocery Outlet, and Walmart will open more stores to attract cost-conscious shoppers.

Amazon is the biggest retail media network in the US, accounting for three-quarters of retail media revenue share, per our forecast. But its limited grocery footprint leaves an opportunity for competition. Here are recent updates in grocery retail media, and a prediction on the future of in-store retail media.

Grocery spending is slowly shifting online as consumers seek convenience: More shoppers are leveraging grocers鈥� ecommerce options as well as delivery platforms like DoorDash and Uber Eats.

On today's episode podcast, in our "Retail Me This, Retail Me That" segment, we discuss why Amazon is struggling to get Amazon Fresh off the ground, what it has going for it, and what would happen if Amazon broke out a separate subscription for grocery. Then for "Pop-Up Rankings," we rank the other players that could offer lessons on how Amazon Fresh could compete with Walmart. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Schilling.

Instacart鈥檚 ad growth slowed in Q4: That could create problems for the company as it relies more heavily on ads to offset softening grocery delivery demand.

Before the pandemic, online alcohol sales rates were in close proportion to the rest of food and beverage. But the pandemic-induced digital grocery boom accelerated the pace of ecommerce penetration among food and beverage sales. For many reasons, alcohol did not keep up with this larger category trend.

Instacart and Uber team up to keep DoorDash at bay: Instacart hopes the deal will protect its grocery business and widen consumer appeal, while Uber looks for new customers.

While retail sales growth is expected to slow this year, ecommerce sales will grow by double digits to reach $1.148 trillion, buoyed by online grocery, health and personal care, and online resale. Here are five charts on the categories, retailers, and channels driving ecommerce growth

Victoria鈥檚 Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.

Traffic is up at Aldi and Lidl: With the cost of rent, car insurance, and electricity continuing to rise, consumers are looking to save on groceries.

Kroger鈥檚 sales sag as grocery prices stabilize: That new state of play could drive the grocer to look to high-margin retail media to drive growth.