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So I think it would be something like a Walmart as the potential buyer. Marcus Johnson (06:37):. That's believable, for sure. I mean, Walmart and Oracle had a pitch, didn't they, a few years ago? Max Willens (06:42):. That is correct. Marcus Johnson (06:42):. So that definitely makes sense. Evelyn Mitchell-Wolf (06:43):.

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

Amazon, Walmart, and other retailers would also absorb shoppers, especially as their strategies have become more social. But shoppers looking for the cheap, quirky products TikTok Shop is known for would migrate to other China-based retailers like Temu and Shein. Click here to view the full forecast for US social buyers. Digital retailers would regain affiliate activity.

As the share of US ecommerce sales on marketplaces continues to expand, our latest survey examines consumer buying habits and expectations across leading platforms.

Walmart has put more emphasis on its logo and a new typography. The differences are subtle, but powerful. January 14, 2025. A TikTok ban could begin as soon as this weekend. What percentage of people in the US currently use TikTok? A) 10% B) 33% C) 50% D) 66%. In 2024, 32.9% of the US population was on TikTok, per our May 2024 forecast.

It's funny, because I feel like the nature of being in a Walmart is to be overwhelmed, that Walmart can be silent and it's still, just by the sheer volume of products there, kind of overwhelming. Sarah Marzano (03:50):.

Other players, such as Walmart and eBay, still have a negligible B2B presence. Click here to view our full forecast for US Amazon B2B ad revenues. Ecommerce is gaining on search advertising. The convenience of ecommerce is challenging traditional search’s dominance, with retail giants like Amazon increasingly catering to B2B buyers.

Walmart is an example of a obviously massive retailer with deep pockets to invest in this technology. They've been investing in AI for... They're really early adopters, but their generative AI, their LLM platform was still built with some collaboration from OpenAI as well. (13:13):. So I think there's really...

46.6% of US internet users are also Amazon Prime members, nearly two times as many as Costco (25.1%), the No. 2 biggest retail membership , according to data from Comscore.

We’ve all seen videos of people rushing into Walmart the second the doors open on Black Friday. However, with the surge in ecommerce over the past few years, those mobs have shrunk as shoppers become more dependent on online shopping. Online sales growth was more than three times the growth rate of physical retail (8.8% vs. 2.8%) in the 2023 holiday shopping season, according to Ä¢¹½AV.

Amazon’s small physical footprint holds it back from growing its grocery click-and-collect business, helping Walmart widen its lead as the biggest digital grocery player. Meanwhile, Instacart will continue making gains on Amazon grocery to become the second-biggest digital grocery player. 5. Amazon shoppers are happy to be there.

Within retail media, Amazon commands more than three-quarters of the market, with Walmart coming in at a distant second. The remaining market is highly fragmented, with nearly 200 RMNs competing for less than 20 points in market share. Back-to-back announcements from Chase and PayPal have cemented financial services as a formidable part of the commerce landscape.

Key stat: 56% of consumers have made a purchase while watching TV in the past six months, Walmart found. Why it matters: Shopping is no longer a singular, focused activity. Nearly 8 in 10 shoppers have made a purchase while multitasking, according to Walmart. Consumers now make purchases while browsing social media (38%), eating at home (24%), or on their daily commute (8%).

On today's podcast episode, we discuss a special edition of the unofficial list of the retailers who have made a comeback (from the dead). This month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers who have most impressively come back from the brink, and how they did it. In this month's episode, Committee members Senior Analyst Sara Lebow and Senior Director of Content Becky Schilling will defend their list against Senior Analyst Sky Canaves and Principal Analyst Sarah Marzano, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Its projected $3.13 billion in ad revenues will represent 86.0% of all US retail media CTV ad spending, though a pending deal by Walmart to acquire TV-maker Vizio could start to have an impact toward the end of the year. And as more retail media ad dollars flow to competitors in CTV in 2025, Amazon’s share is expected to drop. To view the full forecast, click here.

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.

The Target Circle Week coincided with Prime Big Deal Days, so did the Walmart sale, and so there was a lot of head-to-head competition where when you went from site to site you saw pretty much the same deals. And that's something different than particularly last year where the sales were very much staggered throughout October with Target, I think their sales started on October 1st of last year.

While Amazon dominates, Walmart and Temu are growing faster, and more retailers across sectors—from department stores to grocery to specialty retailers—are setting up their own marketplaces. As marketplaces compete for sellers, their operators will strive to provide customer data and tools that can drive sales. Mobile is critical to supporting cross-channel engagement.