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On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how to define an impulse buy and some of the challenges in sparking them online. Then, for "Pop-Up Rankings," we rank three suggestions for inspiring online impulse purchases. Join our analyst Sara Lebow as she hosts analyst Arielle Feger and director of Briefings Jeremy Goldman.

One way they鈥檒l do so is to differentiate by focusing on rich product assortments or specific categories (such as grocery), higher levels of customer service (including speedy delivery), product quality, and/or values such as sustainability.

Here鈥檚 what they used them for:. 42.1% of pay later users purchased clothing and accessories. 35.1% bought groceries. 29.6% used the plans for appliances. 29.0% used them for consumer electronics. And 28.5% used pay later for home furnishings.

Amazon is at a grocery inflection point, battling Walmart and Instacart for ecommerce dominance in the US. While each has its own strengths, Amazon鈥檚 ecommerce background gives it a leg up in tech.

Retail ecommerce sales include digital sales from department stores, home improvement, supermarkets, and Cornershop in Argentina, Brazil, Chile, Colombia, and Peru. Walmart de M茅xico y Centroam茅rica. Total retail and ecommerce sales include sales from Bodega Aurrer谩, Sam鈥檚 Club, Superama, and Walmart in Mexico, as well as bodegas, discount stores, supermarkets, and Walmart stores in Central America.

And they rely heavily on digital when making purchases: Gen Z will surpass Gen X in the number of US digital buyers by 2025, per our forecast. But a new, digitally native generation presents novel challenges for credit card marketers. Gen Zers live online and tend to conduct more research pre-purchase. That makes them less susceptible to awareness-building campaigns for cards.

To make their budgets stretch farther, customers are opting to purchase more groceries and staple foods at discount stores. The share of shoppers who consider Walmart their first choice for groceries fell in July to 25.5% from June鈥檚 27.4%, per Prosper Insights & Analytics data cited by Reuters.

Why it matters: Boomers, often empty nesters with smaller households, don鈥檛 need to shop for groceries as frequently as millennials and Gen Z, who may have young families. Grocery marketers should emphasize the convenience and ease of ecommerce delivery services.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.

AI technology has the potential to revolutionize online resale. Methodology: Data is from the March 2024 Coresight Research report titled "The State of In-Store Retailing: Opportunities To Redefine Operations" sponsored by Simbe. 150 US retailers were surveyed online during January 30-31, 2024. Respondents were senior director or above familiar with the performance metrics of their retail stores.

Likewise, Tesco pointed to economic uncertainty, rising grocery inflation, and budget-related cost increases as challenges for the year ahead. The concerns: British retailers ended 2024 on a sour note, as a late surge in spending failed to deliver a meaningful boost to holiday retail sales.

Trump鈥檚 proposed tariffs could sharply increase grocery bills, as about 60% of fresh fruit and 40% of fresh vegetables in the US are imported. Mexico, which faces a potential 25% tariff, is the leading source of these imports. Meanwhile, climate change will likely continue to disrupt agriculture, with last year鈥檚 adverse weather driving up prices for staples like cocoa, coffee, and oranges.

Here are five charts on how an increasingly digital world is changing the CPG industry. 1. Gen Z is more likely to discover CPG products on search than on store shelves. Over a quarter (28.0%) of Gen Z consumers have discovered grocery products via search engines, compared with 16.7% that have discovered products while browsing store shelves, per our May forecast.

More Chart of the Day:. 8/30 - TikTok's time takeover. 8/29 - Instagram remains king. 8/28 - Digital commerce鈥檚 pay day. 8/25 - Social video slows. 8/24 - The rise and fall of ecommerce growth.

The top three wallet features in our survey were in-store loyalty reward redemption, scanning and adding gift cards, and in-store digital coupon redemption. Availability is key. With gas still expensive, people want to know whether an item is in a store before they make the trip鈥攐r available online. Again, this ranked among the highest in-store and online shopping features in our app benchmark.

Walmart鈥檚 advantage is its inexpensive grocery offerings, which bolstered its third-quarter earnings. Sales were up nearly 9% due to grocery sales across income levels. When it comes to groceries, 鈥渋t鈥檚 really easy for someone who might be looking to save to switch down to Walmart,鈥� said Droesch. The question is if Walmart can use the same logic to buoy other retail categories.

This included pivoting rewards from travel toward everyday spending categories like groceries. Many also introduced rewards that catered to pandemic-era consumer trends, like at-home fitness programs and streaming services. Why it matters: Now, issuers are spending more than ever on card benefits, even as consumer spending growth wobbles.

It's not the Korean grocery store? Sky Canaves (21:25):. Their focus is the little blind box toys. Suzy Davidkhanian (21:29):. Oh. Sara Lebow (21:30):. So Sky, why were you bullish on POP MART this year? Sky Canaves (21:34):. So it really taps into all of the talk we've been having about collaborations and keeping brands fresh with newness and limited editions.

Inflation shows no signs of receding: Higher grocery costs continue to eat into budgets, but lower gas prices are boosting consumer optimism.

Digital Commerce 360. Dynata. Jungle Scout. NRF. Placer.ai. Realtime Inequality.

Retail media ad spend across US digital channels will hit $45.15 billion this year, a 19.7% increase YoY, per our forecast. Spend on search ads will make up 65.8% of total US retail media ad spend this year, totaling $29.69 billion.

Restaurant prices continue to rise faster than grocery prices. The most recent Consumer Price Index (CPI) data shows that the cost of 鈥渇ood away from home鈥� is still rising faster than the cost of 鈥渇ood at home.鈥�. Prices are likely to keep rising in 2024. More than 61% of US restaurant operators said they will raise menu prices in 2024, per Restaurant365.

Our analysts will be covering the future of in-store retail media alongside experts from Colgate-Palmolve and Grocery TV. This isn鈥檛 a new topic for us, but with a projected 36.6% growth in US in-store retail media ad spend next year, it鈥檚 something advertisers (and retailers) need to be paying attention to.

The Pear Connect offering enables shoppers to add products directly to a retailer鈥檚 commerce cart from a digital ad. Marketers can customize which products they want displayed and which retailers they want to display them while also leveraging machine learning to optimize audience targeting.