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More users in grocery, games, dating, banking, and other categories may lead to better first-party data for advertisers and more diverse mobile app ad inventory, which currently is dominated by the triopoly of Meta, Google, and Amazon. Additional grocery and retail apps, in particular, should drive more inventory in retail media networks.

Ecommerce sales in India, which is soon expected to become the most populous nation, are growing at one of the fastest rates in the world. But brick-and-mortar will still dominate the retail sector for the foreseeable future鈥攚e estimate that online sales will account for only 10.0% of total retail by 2027.

The news: Instacart is trying to bridge the gap between the online and in-store grocery shopping experience with a series of new ad formats that it says will 鈥渟park out-of-aisle inspiration鈥� and help consumer-packaged goods (CPG) companies with discovery and brand engagement. How it works: The new ad units include:.

We expect Uber Eats鈥� restaurant sales to grow 10.8% this year, while grocery sales will rise even faster at 14.8%. DoorDash, meanwhile, will see its share of grocery delivery intermediary sales rise to 12.6% this year, in addition to accounting for over half the restaurant delivery market. Go further: Check out our Data Drop: 5 Charts on Digital Dining Habits.

British supermarket Morrisons became the latest UK retailer to unveil its own retail media network in September. It follows similar moves by Tesco, Boots, and Sainsbury鈥檚鈥攈eralding an acceleration of retail media in the UK. This Analyst Take will explore what鈥檚 driving the shift, as well as our predictions for the future of UK retail media networks.

Digital wayfinding and voice assistance collapse the path to purchase. These tools get shoppers to the right aisle quicker. Digital wayfinding鈥攙ia smartphone apps or in-store digital signage鈥攍eads customers to the right aisle and shelf.

And as a parent, the message that you have to spend more for the convenience of their delivery and marked-up groceries to spend more time with your kids doesn't really resonate. I can just go to Amazon and have the convenient delivery. Sara Lebow (18:27):. Spending more time with kids does not resonate with Sky. I get what you're saying. Sky Canaves (18:32):.

In the UK we've seen some of the bigger grocery retailers doing quite a different strategy, which is to have a free loyalty program and offer perks as part of that free loyalty program. So Tesco and Sainsbury's, and Boots kind of pioneered this, that they're actually offering their loyalty members lower prices across hundreds if not thousands of products in store.

Although the future is digital, advertisers should keep static billboards in their arsenal. In-store retail media presents an emerging opportunity. Physical stores are increasingly offering digital inventory on shelves, end caps, cooler doors, and checkout aisles. Aside from driving sales, these ad placements can influence brand awareness and consideration.

While Instacart remains the largest grocery intermediary platform by a considerable margin, with a 57.7% market share, the company is facing growing competition from Uber and DoorDash. They see grocery as a considerable growth opportunity, one that would make their apps sticker. We expect Uber鈥檚 grocery sales to grow 18.6% in 2025 to $4.58 billion, while DoorDash鈥檚 will jump 22.9% to $8.26 billion.

UK food price inflation is hitting record highs鈥攂ut grocery sales are flat. Faced with rising bills, consumers are changing shopping habits to keep spending in check.

CEO Andy Jassy recently acknowledged Amazon鈥檚 need to retool its grocery concept before scaling its footprint, giving competitors a chance to extend their leads. In-store retail media reaches 鈥榯he unreachables.鈥�. Linear TV has always been the primary reach medium. But 鈥渦nreachable鈥� Gen Z and millennial audiences, migrating to streaming and other digital content, are harder than ever to connect with.

For example, Walmart now lets shoppers purchase prescription medications online and have them delivered alongside groceries and other items on the same day. Some 55% of its customers expressed a desire for such a service, and it was most requested by customers who self-identify as time-sensitive, busy families, according to Walmart.

But shoppers aren鈥檛 convinced: Forty percent believe that replacing traditional price tags with digital ones would have a negative impact on their grocery or overall shopping experience, compared with just 14% who think the move would have a positive effect, per CivicScience.

Auto and parts, the largest category in US retail, will also see an above-average rise in online sales throughout our forecast period. Emerging categories are gaining ground with online shoppers. Food and beverage will stay in the lead in terms of online growth. The pandemic bump in digital grocery sales has proven to have staying power, though growth is slowing.

Amazon will account for a high percentage of online food and beverage sales (16.2%) and health and personal care sales (33.2%) in the US this year. According to data from Yotpo, food and skincare were the most popular categories for subscription ecommerce as of September 2022. Amazon鈥檚 Subscribe & Save customers have more subscriptions compared with nonusers.

On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.