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So relevant to the people who would normally be on the marketplace, but complimentary to what's already on the site. Sara Lebow (03:13):. And I feel like we're seeing an increasing number of brands do this. I know Walmart Connect just made some announcements specific to supporting non-endemic brands. Right? Sarah Marzano (03:22):. Yeah.

Both Temu and Shein attract more repeat shoppers monthly than eBay and Etsy, although they trail Amazon and Walmart by a considerable margin. Why it matters: The speed with which Shein and Temu entrenched themselves into the US retail landscape shows just how effective the two companies鈥� ad blitzes have been鈥攁nd continue to be.

The combined company would have significant purchasing power to help it compete with Walmart, which accounts for 21.3% of US grocery sales, per Numerator. Kroger accounts for 10.2% and Albertsons 5.8%. However, the deal faces antitrust scrutiny as observers worry about the move鈥檚 potential to reduce competition and raise prices. Est茅e Lauder outmaneuvered Kering to acquire Tom Ford.

On today's episode, we discuss how this year's Amazon Prime Day will be different, how competitors can maximize the sales holiday's impact, and an uncanny link between Prime Day and the end-of-year holiday season. "In Other News," we talk about the significance of NBCUniversal and Walmart Connect bringing targeted ads to live sports and Amazon's AI initiatives. Tune in to the discussion with our vice president and analyst Andrew Lipsman.

But at the same time, it鈥檚 a sector full of change and challenges that requires consistent monitoring to maximize performance. 2024 was the year Instagram expanded its creator marketplace and tested unskippable ads. Social was a major player in the US election, putting brand safety concerns front and center.

Nobody ever talks about Sam's Club as much as they talk about Walmart, but they really are doing some cool things when it comes to making the shopping experience more frictionless, and trying to really use AI in this instance to make something that was annoying for everybody, and probably costly for Sam's Club, go faster, which is that Scan & Go.

Among these large players, Netflix, Walmart, TikTok, and Amazon are set for the fastest growth, at least in theory. Click here to view our full forecast for US digital ad revenues by company. If TikTok doesn鈥檛 survive its second reprieve this summer, half of its annual total will be up for grabs.

But it's interesting to see how they're planning out their marketplace too. So when we think about their online business gaining share, we have to think about their marketplace, and they are making some changes so that they can try and be more profitable.

The Trade Desk (TTD) made waves with its Sellers and Publishers 500+ Marketplace last year. The solution, essentially a large inclusion list, narrows the open web down to a subset of websites and apps that TTD regularly vets and updates. In 2022, GroupM launched Premium Marketplace to provide clients with direct access to high-quality inventory.

Walmart has a similar shoppable recipe tool with Tasty and NBCUniversal鈥檚 TODAY website. Shoppable games. Both Walmart and Amazon are experimenting with physical commerce in the metaverse by integrating product listings and other commerce tools into video games. Retail media experts are betting on shoppable video, but consumer adoption has yet to spread beyond social media.

For example, a travel company that functions as a marketplace, such as Expedia, has a slew of potential endemic advertisers鈥攊ncluding hotels and airlines.

2024 is shaping up to be the year of the AI-powered shopping assistant. Just two months in, retailers from Walmart and Amazon to Ikea and Chevron have released a flurry of AI-based updates, hoping to make the shopping experience easier and more relevant.

Almost a third (31%) of women also reported being open to a beauty and skincare social commerce purchase鈥攗nsurprising, given that women are more frequent users of both social media and beauty products. 55% of upper-income Gen Z teens have sold an item on a secondhand marketplace such as Poshmark or thredUP.

Interestingly, Walmart and Tastemade have had a partnership where Walmart plus members get a free subscription to, or at least a free trial to Tastemade, which is interesting given Wonder's CEO Marc Lore has a long history with Walmart and their e-commerce business. Becky Schilling:. Everything always comes back to Walmart. Sky Canaves:. Yeah. Sara Lebow:.

Explore marketplace lending for investments with a higher yield. Smaller FIs are entering lending marketplaces as investors or through third-party arrangements, seeking new interest income opportunities and a more diversified portfolio. As with BaaS partnerships, a thorough pre-analysis and risk assessment of these customers is in order.

Costco members now have access to online marketplace Sesame鈥檚 network of thousands of doctors offering virtual and in-person care, as well as lab and imaging centers. Walgreens recently debuted a D2C telehealth service in which patients can communicate with doctors and nurse practitioners about non-emergent health concerns over text or video. Predictions.

And for our final story, we're heading stateside where Walmart Connect is working with NBCUniversal to bring targeted ads to live sports. In another retail media focused announcement, Walmart Connect revealed that it is working with NBCUniversal to integrate retail media powered ads within live sports streams, a first for the media giant.

I'm not sure they're going to be a key advertising player, but the one that's most interesting for me to watch is Walmart, actually, because they're the biggest retailer in the US, but they're not yet a natural [00:05:30] part of most digital shoppers' path to purchase, meaning people don't, when they're shopping online, don't instinctively think to go to Walmart to search for something in the same way

We talked about some Amazon, one of their big competitors, particularly online, is Walmart. Andrew, you've got a prediction about Walmart for us. Andrew Lipsman:. Yes. Well, this one is, I think that Walmart is just going to be almost hands down the retailer of the year for 2023. How will we know if I am right?

So an example would be if you're sitting back and watching shows through your Roku at home and you see an ad for a camping stove that could conceivably have been targeted there using Walmart data and ad spending through Walmart. That's an offsite ad.

Walmart makes a huge acquisition in hopes of taking on Amazon鈥檚 retail media dominance, while Amazon keeps churning out generative AI innovations. Plus, Target tries to steal share from Walmart鈥檚 prowess on attracting deal-seeking shoppers. Find out who else earned a spot in our Unofficial鈥� Most Interesting Retailers List, a monthly ranking revealed on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast.

And they're also trying to own their own resell, take over the fact that I can go on Facebook Marketplace and type in Hemnes dresser and probably find one near me. Zak Stambor:. Yeah, I think this is such an interesting move by them because IKEA furniture is ubiquitous on Facebook Marketplace or Craigslist or wherever you may look.

Resale鈥檚 ecommerce expansion will continue this year as companies like Shein and Goodwill invest in online marketplaces. We estimate that US fashion digital resale marketplace sales will hit nearly $20 billion this year and continue to grow by double digits through 2025.