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After an underwhelming Q1 performance, revisiting a Walmart partnership would play to its strengths.

Walmart finds its EV Canoo: The retailer鈥檚 fleet of 4,500 EVs could grow into 10,000 as the company looks to achieve zero emissions. Retail and logistics companies could lead the transition to EV deliveries.

US consumers are increasingly turning to Walmart.com, YouTube, Instagram, and TikTok to start their online shopping searches, according to Jungle Scout. Amazon, search engines, and Facebook have lost share since Q1 2022.

Amazon and Walmart build out their delivery infrastructure: Both companies look to boost the speed and efficiency with which they fulfill shoppers鈥� online orders.

Walmart to sell Bonobos as digitally native D2C brands lose their luster: WHP Global and Express will acquire the brand for $75 million to shore up the latter鈥檚 business.

Walmart expands in-store retail media opportunities: The big-box retailer is giving advertisers more opportunities to reach physical shoppers with digital screens, audio ads, and sampling.

Walmart is launching its first shoppable video series: The first episodes of the holiday-themed 鈥淎dd to Heart鈥� will be available on Roku, TikTok, and YouTube beginning on Dec. 2.

With the ascent of Chinese ecommerce disruptors and the ongoing rivalry between Amazon and Walmart, the upcoming holiday season is expected to bring some big shifts. Some of those shifts include the lessening of Cyber Five鈥檚 importance and retailers losing focus on profitability, said our analysts Jeremy Goldman and Zak Stambor on a recent episode of the 鈥淏ehind the Numbers鈥� podcast.

Though growth is slowing, digital grocery will continue to fuel overall ecommerce growth in the US. 鈥淕rowth is no longer driven by new adopters, but heavy digital grocery users,鈥� our analyst Blake Droesch said on a recent 鈥淩eimagining Retail鈥� podcast episode. Here鈥檚 how retailers like Instacart, Amazon, and Walmart can capitalize on frequent buyers.

Walmart ramps up automation to lower fulfillment costs: The retailer is investing in technology to optimize inventory planning and delivery speed.

Walmart, TalkShopLive, Qurate expand livestream commerce options to bring in holiday shoppers: But celebrity guests may not be enough to overcome limited consumer adoption and awareness.

Amazon is on track for its first-ever $100 billion holiday season, boosted by its unbeatable delivery speeds, while click and collect gives Walmart an omnichannel edge, and Temu draws in price-conscious consumers. Plus, TikTok and mobile apps help retailers connect with consumers and stand out among the competition.

Google said today it is rolling out its Product Studio tool this week, which uses AI to help merchants create and manage product imagery. If that sounds familiar, it鈥檚 because Amazon Ads launched something similar last week. But it鈥檚 not just Amazon and Google that are leaning harder into generative AI. Walmart is incorporating the technology into search to give shoppers more relevant results, while Klarna is using AI-powered video to expand users鈥� time spent with the platform.

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.

Deep discounts may drive consumers previously holding back on big-ticket or discretionary purchases to splurge, while parents will keep an eye out for back-to-school deals. Walmart, Target, and Best Buy may see Prime Day-driven boosts in physical store traffic.

Retailers invest in shoppable TV ads after seeing early results: Walmart, Amazon, and Home Depot are banking on the format鈥檚 interactivity and ability to grab viewers鈥� attention to drive holiday sales.

Private label products give retailers more control over sourcing, manufacturing, and pricing, which they can use to offer items for lower costs, encouraging consumers to try new products, leading to lifelong brand ambassadors who will swear by your brand. Here鈥檚 how Target, Walmart, and Costco are labeling up.