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Paramount expands shoppable TV capabilities with Shopsense AI partnership: The two companies team up to enable viewers to shop the MTV VMAs, with plans to install similar features in other Paramount content in the coming months.

A truncated holiday spending period with fewer days between Thanksgiving and Christmas and the election will throw a curveball to retail sales this season, our analyst Sky Canaves said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. In-store retail will see healthy growth, consumers will continue holding back on splurges, and mobile will uplift overall ecommerce. Here are three trends we鈥檙e predicting for the upcoming holiday season.

The key stat: 33% of Walmart shoppers purchase private label brands from the retailer very often, compared with 20% of Target shoppers who buy private label and 14% of Amazon private label shoppers, according to September 2023 data from CivicScience. 44% of Walmart shoppers say they are willing to try a new product simply because it is visually appealing, according to May 2024 data from CivicScience.

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鈥檚 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.

At number seven, we have Walmart. Arielle, why is Walmart on here? Arielle Feger (03:14):. I mean, Walmart's just doing pretty well, which it's not necessarily surprising, but I think it is something that a lot of retailers are struggling. It's capitalizing on consumers looking for value.

And despite relatively strong Q2 results, Amazon鈥檚 weaker guidance for Q3 2024 could be a sign that the retail media business, which is reliant on ecommerce revenues, could face headwinds. Walmart Connect and international expansion power retail giant to 26% advertising growth.

CTV and retail media also grew, with Roku and Walmart showing strong gains, though competition remains fierce.

The ecommerce giant has led the market in France and the UK, too, but more substantially in Germany; in terms of retail ecommerce sales in 2024, for example, Amazon will account for 45.1% of the total, versus just 24.1% and 24.8% in France and the UK, respectively.

Thanks to its growing retail media business, Walmart keeps its top spot on our 鈥淯nofficial Most interesting Retailers List鈥� for April 2024. Meanwhile, newcomer Home Depot and returning member TikTok Shop make the list for equipping advertisers with more data.

This has the potential to become a truly innovative form of advertising鈥攃ombining first-party retailer data with premium video and seamless ecommerce integration. Fast-moving consumer goods (FMCG) brands have the most to gain through shoppable media formats on CTV.

Walmart also offers Affirm and is building out a BNPL solution with its majority-owned fintech One.

Amazon will pull in over 80% of US retail media search dollars this year, per our forecast. But Walmart will continue growing its share of non-Amazon retail media search ad spending over the next two years.

Walmart's ad business drives 26% revenue growth: Walmart Connect leads with 30% increase, outpacing Amazon's ad unit.

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鈥攁nd Walmart is making use of its omnichannel footprint to take advantage. Here鈥檚 how.