Amazon Prime Day conditioned shoppers to expect bargains in July: That’s driven Google, Target, Walmart, and others to seize on the opportunity to drive consumers to spend.
Article
| Jun 28, 2024
Albertsons, Costco, and Instacart are enhancing their retail media offerings. TikTok Shop reached a $1 million livestream. And three-time consecutive first place winner Walmart is developing immersive ways to shop and catering product lines to younger shoppers. Here’s our Unofficial Most Interesting Retailers List for June 2024.
Article
| Jun 27, 2024
Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.
Article
| Apr 26, 2024
Retailers like Dollar General, Walmart, and Target are rethinking the self-checkout experience, scaling back on kiosks or removing self-checkout from their locations altogether. But considering 55% of US adults prefer to get through their in-store grocery shopping as fast as possible (according to a November 2023 survey from Kearney) it’s unlikely self-checkout will be leaving stores anytime soon.
Here are five stats on self-checkout, including how and why consumers like to use it, the reason some retailers are pulling back, and what the future holds for the technology.
Article
| May 6, 2024
Sales growth for cosmetics and beauty will increase at more than twice the rate online than through physical retail channels this year, according to our February 2024 forecast. While ecommerce is stealing market share, its sales only tell a portion of the buying story. Physical stores are still key to discovering beauty products and brands, finding the right shades, and testing formulations—and Walmart is making use of its omnichannel footprint to take advantage. Here’s how.
Article
| Apr 15, 2024
Walmart may be playing catch-up to Amazon when it comes to ecommerce and retail media, but recent moves like its $2.3 billion acquisition of VIZIO are giving the retailer momentum.
But what are some other big moves that Walmart can make to grab more attention, loyalty, and customers?
Article
| Mar 21, 2024
Walmart is undergoing a “much broader shift,” said our analyst Sky Canaves on our “Behind the Numbers: Reimagining Retail” podcast. Where Walmart was once seen as primarily a retailer, it’s pivoting into tech and services. Walmart’s business remains rooted in grocery, but through its retail as a service and Walmart+ offerings, it’s expanding that flywheel.
Article
| Jan 26, 2023
Article
| Apr 17, 2024
On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss Walmart's purchase of Vizio, its brick-and-mortar strategy, and whether they can attract more upper income shoppers. Then, in a mini "Shark Tank"-style segment, we predict what the next big move for Walmart will be. Join our analyst Sara Lebow as she hosts senior director of media content Becky Schilling and analyst Zak Stambor.
Audio
| Mar 13, 2024
Walmart taps B2B to grow its margins: The retail giant is adding new products and tools to Walmart Business to attract more B2B customers and drive loyalty.
Article
| Jul 19, 2023
Walmart Connect is teaming up with NBCU to power ads in sports livestreams: The partnership is part of Walmart Connect’s growing CTV ambitions, which includes an expanded deal with Roku.
Article
| Jun 15, 2023
Walmart Marketplace is thriving: Black Friday and Cyber Monday were the two best-selling days on the platform, and those strong results are providing a boost to Walmart Fulfillment Services.
Article
| Dec 1, 2023
On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the power of Walmart: how Walmart is trying to stay in the online shopping race with Amazon, how Walmart+ is getting on, and what to make of its retail as a service offerings. Then for "Red-Hot Retail," our analysts give us four of their very specific—and potentially risky—predictions about the future of Walmart. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Blake Droesch.
Audio
| Jan 24, 2023
Walmart takes a shot across the bow at Amazon: The retailer’s latest holiday marketing campaign aims to go after Amazon’s dominance of online shopping holidays.
Article
| Nov 21, 2022
Walmart lags behind Amazon in total ecommerce sales, retail media ad dollars, and retail subscriptions. But there may be ways for it to minimize the gap in certain areas, namely search and AI capabilities.
Article
| May 12, 2023
Recently, Walmart rolled out a suite of new features at its first-ever seller summit, including enhanced fulfillment and logistics services for merchants. As Walmart attempts to challenge Amazon’s marketplace dominance, integrating fulfillment allows it to take advantage of its physical footprint for a more comprehensive marketplace offering.
Article
| Oct 10, 2023
Walmart Health lost its top executive to JP Morgan: The move doesn’t bode well for the retailer’s health clinic program.
Article
| Nov 22, 2022
This year, we forecast that Walmart’s digital ad revenue growth will outpace Google, Meta, and even Amazon. This success is driven by updates made to Walmart’s retail media platform as well as partnerships to help advertisers activate across channels like social and connected TV. “You know [how they say] crawl, walk, run? We’re getting to that walk/run phase now where our platform is maturing,” said Rich Lehrfeld, senior vice president and general manager at Walmart Connect.
Article
| Mar 10, 2023
Walmart is shuttering four stores in Chicago: The retail giant says that the stores lose “tens of millions of dollars a year,” and their annual losses nearly doubled in the last five years.
Article
| Apr 12, 2023
Walmart is opening a pet services center: The move positions the retailer to grab a share of some of the most lucrative areas of the pet industry: health and other services.
Article
| Sep 20, 2023
Walmart is taking a page from Amazon: The retailer looks to diversify its revenue streams by growing its ecommerce, retail media, and services businesses.
Article
| Mar 8, 2023
Walmart sees growth opportunities regardless of the macroeconomic environment: The retailer looks to boost its international sales, improve its digital presence, and expand its retail media business.
Article
| Jun 5, 2023
Marketplaces are fighting for the crown in US ecommerce. Though Amazon remains solidly atop ecommerce sales, Walmart and Shopify are attempting to carve into Amazon’s revenues. Here are the latest updates in ecommerce, advertising, and partnerships from these major players.
Article
| May 1, 2023
Walmart has an unprecedented opportunity to gain ground on Amazon: The big-box retailer is taking advantage of the latter’s state of disarray to reassert its dominance and take the lead on innovation.
Article
| Jan 13, 2023
Walmart will net $2.22 billion in US digital ad revenues this year, per our forecast.
Article
| Nov 22, 2022