蘑菇AV

Walmart. Walmart may be No. 2 to Amazon in ecommerce market share and retail media ad revenues, but it currently edges out the ecommerce giant in grocery ecommerce market share. The brick-and-mortar leader leveraged its physical store advantage for curbside pickup orders to pull ahead of Amazon in 2020鈥攁nd hasn鈥檛 looked back.

Walmart Connect today announced new in-store and off-site ad inventory, omnichannel measurement tools, and upper-funnel offerings. The retail media network (RMN) is providing advertisers with more opportunities to connect with customers on app, online, and in-store, Rich Lehrfeld, senior vice president and general manager of Walmart Connect, said in an interview with our analyst Sarah Marzano.

Walmart is undergoing a 鈥渕uch broader shift,鈥� said our analyst Sky Canaves on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. Where Walmart was once seen as primarily a retailer, it鈥檚 pivoting into tech and services. Walmart鈥檚 business remains rooted in grocery, but through its retail as a service and Walmart+ offerings, it鈥檚 expanding that flywheel.

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.

Walmart has an unprecedented opportunity to gain ground on Amazon: The big-box retailer is taking advantage of the latter鈥檚 state of disarray to reassert its dominance and take the lead on innovation.

For example, when popular YouTuber MrBeast launched his snacking brand Feastables in 2022, products were available both D2C and through Walmart.

Large retailers are in a prime position for the final holiday push: Amazon, Target, and Walmart are poised to leverage their infrastructures to capture an outsize share of spend and retail media dollars.

As the top two retailers in the US, Walmart and Amazon are battling for holiday success by rolling out the best deals, the fastest delivery, and the best in-store experience. Here鈥檚 who we expect will come out on top in each of those areas, plus a post-holiday outlook.

Social media and TV are the top channels that consumer packaged goods (CPG) consumers use to find new products, but in-store still plays an important role in product discovery. Meanwhile, Amazon and Walmart are fighting to capture share of CPG product searches, though in-store consumers are more likely to turn to Google for help.

Once again, Walmart takes the No. 1 spot in our US grocery ecommerce sales forecast, but Instacart and Amazon are fighting for the second spot.

Things are looking up for Walmart: The retailer made headway on its inventory glut and gained grocery share in Q3, but discretionary categories struggled.

So Gatorade has launched an omnichannel loyalty program and also the idea is that it's also going to boost its D two c e-commerce site. Now, I'm not saying that this D two C site is going to be uber successful, but what I think is interesting is the loyalty part of things.

Temu overtook Target in US unique website visitors in January, but Walmart and Amazon remain on top (by a wide margin, in Amazon鈥檚 case), per Comscore Inc.

Amazon Fresh could get a refresh to conquer the grocery market, Finesse uses AI to reduce fashion waste, and Claire鈥檚 leans on content to engage Gen Zalphas. Meanwhile, Macy鈥檚 downsizes, e.l.f. Beauty aims to go viral, and Walmart makes strides in media. Here are six retailers that are most likely to makeover, reinvent, go viral, and more, as predicted by our analysts in a recent 鈥淩eimagining Retail鈥� podcast episode.

We detail the move by retail giants like Walmart into clinical trials and how the data platforms can help maintain equity.

Consumer spending patterns shifted in 2023: Retailers like Walmart, TJ Maxx, and E.l.f Beauty benefited from consumers growing cost consciousness.

The top five digital grocers in the US will capture 67.2% of the country鈥檚 grocery ecommerce sales in 2022. That figure will rise slightly over the next two years, with leaders Walmart Inc. and Amazon growing their shares by about 1 percentage point each.

Attracting and retaining retail employees isn鈥檛 easy: But it's critical to delivering a high-quality customer experience. That鈥檚 why Walmart and others are boosting wages.

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.

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.

Walmart Connect now offers an ad certification program that helps advertisers understand how the retail media network operates and the types of ad formats it offers.

Kroger and Albertsons look to merge: A deal would create a supermarket giant that would be better able to compete against Walmart.

Amazon is projected to take the lion鈥檚 share of US holiday season retail ecommerce sales this year, beating out its closest competitor, Walmart, by over $80 billion, according to our June 2023 forecast.

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