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This may help Sezzle expand into new categories where splitting purchases into two payments is more practical than splitting into four payments over six weeks or even longer plans鈥攍ike groceries or monthly subscriptions. Pay-in-2 can lead to more frequent use, growing payments volume and building loyalty among consumers. This should help Sezzle grow income and maintain its profitability path.

Victoria鈥檚 Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.

The success of Walmart+, which offers free grocery delivery, has also boosted the retailer鈥檚 ecommerce operations, driving many of the program鈥檚 31.8 million users to consider Walmart their default option for online purchases. As a result, Walmart鈥檚 online sales beat our ecommerce growth expectations by a delta of 210 basis points. Off-price.

Key stat: Among US consumers ages 18 to 44, 53% prefer digital to phone when receiving help with a product- or service-related question, while just 35% of consumers ages 45 to 75 favor digital to phone, per Verint.

Retail media is following in the footsteps of search and social as digital advertising's third big wave, and has already established itself as a force. Built on a foundation of valuable first-party purchase data, contextually relevant ad experiences, and closed-loop reporting, retail media is seeing advertiser budgets quickly migrating in its direction. This fall, Amazon鈥檚 exclusive rights to NFL Thursday Night Football will 鈥渒ick off鈥� the first of retail media鈥檚 next three phases of growth and prove why digital advertising鈥檚 third big wave is destined to be the biggest.

Moreover, the three fastest-growing major app categories over the past year were retail or retail adjacent: grocery, food delivery, and shopping/retail. The number of apps people use overall is going down, from an average of 21 during the peak of the pandemic in 2020 to 18.3 in 2026.

The partnership will see targeted ads and messages delivered to the grocery chain鈥檚 ecommerce customers across 11 portfolio brands, such as Safeway, ACME Markets, Vons, and Jewel-Osco. Moreover, Albertsons will expand its brand messaging across Rokt's network of ecommerce retailers, which includes prominent names like Kohl鈥檚, Uber, AMC Theatres, Grubhub, and Ticketmaster.

Digital commerce platforms and traditional POS service providers are becoming more alike. Digital commerce platforms have typically served as the foundations for ecommerce sites and owned digital channels.

And Meta-owned WhatsApp delved deeper into payments: In India, users can now buy groceries within the app and make payments over the country鈥檚 mobile instant payment system. WhatsApp has similar plans for Brazil, although greater regulatory complexities in the country could make expansion difficult. Despite setbacks with its plans for the metaverse, Meta is still committed to developing payments tech.

Only 13% of Gen Zers say store rewards/loyalty programs are the most important factor in grocery store selection. What it means for 2025: Another sign of Gen Z鈥檚 interest in value, Gen Z looks to loyalty programs to maximize their purchases.

Other sectors with high conversion rates and CPAs were clothing, shoes, and jewelry (conversion rate of 5.5%; CPA of $66) and grocery and gourmet food (4.94%; $53). Some sectors had much higher CPAs with low conversion rates. Home and kitchen had CPAs of $77 but a conversion rate of just 1.3%. Automotive had the highest CPAs at $78 but held a 1.4% conversion rate.

鈥淚nstacart has a much bigger view across different grocery stores versus a competitor such as Walmart, which is limited to data from its own customers,鈥� Davidkhanian said. 4. Albertsons.

Even as grocery price inflation eases, consumers continue buying store brands. When asked what鈥檚 driving the trend, roughly two-thirds of shoppers mentioned factors like quality, taste, and store brands鈥� ability to meet specific dietary needs, per an FMI consumer survey. Private labels differentiate retailers鈥� offerings.

DoorDash doesn't have the location data that Lyft does, and Lyft needs the kind of more restaurant, grocery delivery data that DoorDash has. So I think that's just going to really strengthen both of their ad networks. Sarah Marzano (14:35):. Yeah, I completely agree with you.

This should drive debit gains in top categories like grocery, pharmacy, online-only retailers, and big-box stores. Ecommerce Routing Hits Debit Revenues. US regulations governing debit routing will expand to card-not-present payments this summer. Issuers will be required to give merchants multiple network options to route transactions.

The grocery delivery service sees the Big Game as an unmatched opportunity to boost brand recognition, notes CMO Laura Jones. After sitting out for three years, Taco Bell plans to make a Super Bowl splash with an interactive campaign that encourages customer participation.

The discount retail channel has grown 9.2% YoY globally, the third-fastest growing retail channel behind ecommerce and on-premise (in-store), though discounters encompass both physical and digital retail, too. Convenience plays a major role in the purchase process, too鈥�55% of global consumers would spend more on shopping formats that are convenient to use.

Grocery inflation鈥攚hich peaked at 11.4% YoY in 2022鈥攄rove many cost-conscious consumers to trade down to private labels to save money. Those shoppers liked what they found; a large share (80%) say store brands are 鈥渏ust as good or better than鈥� name brands, per an Ipsos survey.

Smart carts enable brands to put their products right in front of shoppers as they move through the store. Digital cooler screens use bright, informative visuals to pique consumer interest. And digital end caps add an element of interactivity to the old-school format. Here鈥檚 how retailers can put them to use to up their retail media game.

Physical stores possess many surfaces for digital media experiences. These include TV walls, front-of-store kiosks, between-aisle signage, digital shelving, checkout aisles, self-checkout terminals, smart carts, end caps, and cooler doors. Nearby exterior experiences, such as digital signage at gas station pumps and electric vehicle (EV) charging stations, will also factor in.

Adobe Analytics predicts UK shoppers will spend 拢17.2 billion ($21.19 billion) via BNPL services online in 2023, which is around 10% of total retail ecommerce spend. Electronics and fashion are the top categories for BNPL payments, but UK consumers are also using the service to pay for day-to-day essentials such as groceries and fuel, and to fund holidays. BNPL platforms are evolving beyond payments.

Our analysts have already made their big predictions for the year ahead, but the newsletter team has a few more to add to the list. As Amazon hits the gas on grocery, it may use its Amazon Fresh stores for fulfillment. Plus, we think beauty will get personal, Amazon could give digitally native brands a helping hand, and a healing economy could spell trouble for discount stores.

FTC scores another antitrust victory after judge blocks Kroger-Albertsons merger: The deal would reduce grocery competition and raise prices for shoppers, the court decided.

The news: PubMatic has announced a significant collaboration with Instacart that will allow it to harness the grocery delivery platform鈥檚 first-party retail media data for enhanced programmatic advertising. GroupM will be the first agency to participate; Mars is among the first brands using this initiative for its advertising strategies on PubMatic鈥檚 Convert platform.

Through companies that aren鈥檛 strictly retailers but sell goods or services online. Through companies that facilitate digital commerce via services such as food and grocery delivery. All of those businesses have valuable first-party data drawn from direct relationships with their customers, so they鈥檙e fertile ground for precise targeting in environments that are theoretically privacy compliant.