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Walmart鈥檚 clear value proposition drove shoppers across all income levels, helping it win share鈥攅specially in the grocery category, which it already dominated. And its Walmart+ membership service helped it retain those customers by offering online orders quickly delivered to their doors at no additional cost.

Pepsi is accused of offering an unnamed big-box retailer鈥攚hich sources identified to CNBC as Walmart鈥攁n unfair price advantage over competitors ranging from big grocery chains to local convenience stores. The FTC鈥檚 suit argues that Pepsi violated the RPA by giving Walmart advantages, such as 鈥減romotional payments鈥� and advertising, which it did not offer to rival retailers.

And one touch I've really appreciated, and I'm surprised by how rare it is, is getting a sample in an order like a curbside or home delivery grocery order. It's happened a few times with a little note or coupon. And it does have the ability to surprise and delight and possibly inspire later purchase, even a digital coupon or a QR code that could then spur an online purchase.

Instacart: The grocery intermediary remains one of the largest US RMNs. Instacart鈥檚 US retail media ad revenues will hit $1.01 billion this year, up 16.1% from $0.87 billion in 2023. PubMatic announced a collaboration with Instacart earlier this month, which will leverage the platform鈥檚 first-party data for programmatic ads.

The items being purchased in grocery stores and pharmacies (think deodorant, shampoo, and toothpaste) have huge potential to move online. Medium: Returns change from a problem into a solution. Returns are a major reason for cart abandonment in apparel.

Fifty-eight percent of US households are 鈥渆xtremely concerned鈥� about inflation: While grocery price growth has normalized, the rapid increases over the past few years continue to influence shopping behaviors.

Using online orders to get customers inside the store will promote impulse buying and help drive incremental sales. China鈥檚 influence will shake up online shopping. Temu, TikTok Shop, and Shein have captured a critical mass of consumer attention.

Meeting customers鈥� grocery needs: While Amazon has a significant grocery business, Jassy acknowledged the company has yet to find the right scalable model. It recognizes the need to expand its physical footprint, given that the vast majority of grocery sales occur offline. (Our US Grocery Retail Ecommerce Sales forecast suggests 88% of sales will be offline this year.).

顿辞辞谤顿补蝉丑鈥檚 grocery business is booming, and Instacart is leaning on advertising to tide it over as its delivery volumes are down. Perhaps taking a cue from both, Uber Eats continues to add non-restaurant delivery partners while also building out its advertising platform.

Walmart recently acquired Alert Innovation, a robotics company whose autonomous bots are capable of storing, retrieving, and dispensing orders across fulfillment centers, to speed up grocery packing and delivery. Locus Robotics鈥� autonomous mobile robots help workers fill orders faster in over 200 warehouses worldwide, per The New York Times.

Trader Joe鈥檚 small, curated stores and limited footprint sets it apart. Between its branding, product choice, and customer experience, there are a lot of lessons other retailers beyond grocery can learn from the Trader Joe鈥檚 model. Here are four takeaways from Trader Joe鈥檚.

The likelihood that those policies will cause prices to rise and reignite inflation is pushing many consumers to pull forward big-ticket purchases and, in some cases, stockpile items like cosmetics, home goods, and nonperishable groceries. It鈥檚 also affecting their outlook on future spending.

Two judges鈥攐ne federal, one state鈥攕eparately blocked the merger on the grounds that it would drastically reduce grocery competition, raising prices for shoppers and reducing workers鈥� bargaining power. The claims: Albertsons alleges that Kroger chose to act 鈥渋n its own financial self-interest鈥� rather than make meaningful attempts to engage with regulators and advance the merger.

They've gotten the high income shopper to come into their stores or to shop with them online or through a click and collect. I don't think that's a passing fad. I think as long as consumers are feeling a pinch economically and they've come in, I think that they're going to stay.

Deal-seeking shoppers spent $222.1 billion online this holiday season: Elevated discounts drove spending across the electronics, apparel, furniture, and toy categories.

Twenty-two percent of Anywhere purchases were made at discount and specialty stores; 15% were made at grocery stores; and 9% were at restaurants. Klarna preps for an IPO after releasing its own subscription service. Klarna rolled out Klarna Plus to US customers in January as part of its profitability push before going public.

With 38.4% of sales coming via ecommerce this year, pet products have already seen a pronounced shift online. Kibble, for example, with its heavy and quickly disappearing bags, is a routine purchase many pet-owning households prefer to automate. Health and personal care 鈥渄aily ritual鈥� products have D2C potential.

Retailers are realizing their stores are monetizable media assets: In-store digital media can help brands reach and influence consumers at scale in brand-safe, contextually relevant environments.

Brands using AI shopping tools must ensure they benefit shoppers or solve their pain points (like seeing an item in real life and finding it online via image search). 2. Consumers look to AI for holiday help.

Don鈥檛 put all your eggs in the digital basket. 鈥淲e also see these younger generations really still crave real-world experiences because so much of their lives are 诲颈驳颈迟补濒,鈥� said Canaves. Even as multimodal AI and VR headsets transform marketing and retail, in-person connection will not go away, and brands that can create meaningful experiences will stand out.

Alibaba was the world鈥檚 No. 1 digital retailer in 2021 with $1.249 trillion in ecommerce gross merchandise value (GMV). Amazon ranked No. 2, with ecommerce GMV of $602.0 billion, while JD.com and Pinduoduo took No. 3 and No. 4, respectively.

GLP-1s have had a considerable impact on people鈥檚 grocery bills. Households with at least one GLP-1 user slashed their grocery spending by approximately 6% within six months of starting the medication as they pulled back on calorie-dense processed foods, according to a recent study by Cornell University and Numerator. And it鈥檚 not just affecting processed food sales.

But click-and-collect growth for non-grocery retailers was mixed, as shoppers opted for in-person visits over online orders. Nevertheless, we estimate US click-and-collect sales will grow by 19.4% this year. Kohl鈥檚 problems continue: Capitalizing on customers鈥� affinity for in-store pickup may not be enough for Kohl鈥檚 to turn its business around.

Though many retailers have suffered from the pullback in consumer spending, some have come out swinging, particularly in the grocery category. Discount retailers like Dollar General and Dollar Tree have seen an influx of consumers who are looking to get more bang for their grocery buck.