蘑菇AV

Why it matters: The retail media landscape is crowded, making it difficult for smaller networks to stand out among the giants like Amazon and Walmart. But Thrive Market and Faire have niche audiences, which could help them differentiate themselves in the competition for ad dollars. This was originally featured in the Retail Media Weekly newsletter.

But gross margins declined by 90 basis points due to falling demand for COVID-19 vaccinations, inflation, shrink, and other factors including higher costs related to ecommerce fulfillment.

Ecommerce platform provider Shopify鈥攚hich cut about 1,000 employees last summer鈥攈ad 10,000 employees as of the end of 2021, double the 5,000 it reported before the pandemic.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Consumers are starting their Halloween shopping earlier, but they are expected to spend slightly less than last year, indicating that while excitement is high, consumers are more budget-conscious. Retailers can capture this early and cautious spending by offering competitive prices, prioritizing in-store promotions, and creating a one-stop Halloween shopping destination.

Walmart also offers half-price memberships for shoppers receiving qualifying governmental assistance, such as SNAP benefits or Medicaid. The big takeaway: Amazon continues to fine-tune its grocery strategy in search of an offering that will resonate with shoppers.

While Amazon lacks the store footprint and grocery business of competitor Walmart, it remains the dominant RMN in the US. Walmart: Last year we said Walmart was working its way up the retail media ladder, and this year it certainly has put in the work. Walmart will boost its US retail media ad revenues from $2.94 billion in 2023 to $3.72 billion this year, per our forecast.

Walmart will reportedly roll out a retail pay-by-bank offering in 2025 through a tie-up with Fiserv. And Hilton launched hotel loyalty debit cards in the UK that let cardholders make A2A payments through the cards. Globally, total A2A payment transaction volume will reach $186 billion in 2029, up from $60 billion in 2024, per ACI Worldwide.

In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.

In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

This year, mobile commerce has not only broken records, but also continued to solidify itself as a driving force behind ecommerce growth. More than two-thirds (67.4%) of the US population will be mcommerce buyers this year, spending $534.8 billion on their mobile devices, per our July 2024 forecast. Here are five key stats that underscore the expanding mcommerce opportunity, plus ways for brands and retailers to capitalize.

The rise of shopping apps selling ultralow-cost goods from China is drawing more value-driven US consumers. But are their strategies sustainable over the long term?

Smaller retailers are gaining share and reshaping the ecommerce landscape, but will they be able compete with giants like Amazon?

On today's podcast episode, we discuss the main factors that will impact this year's holiday sales, why shopping in-stores will be more of a priority, and how last year's mobile commerce tipping point trend will continue. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Sky Canaves and Zak Stambor.

Data-rich companies include retailers (like Walmart), payment companies (like JPMorgan Chase), and media-buying platforms (like The Trade Desk). Data-poor companies need to partner with data-rich companies. Some 49% of advertisers worldwide believe using their own first-party data is the most promising solution post-cookies, according to DoubleVerify.

From AI-powered smartphones to virtual shopping assistants, AI is becoming a powerful force in daily digital interactions鈥攔eshaping how people live, work, and shop.

We have at number eight, Target, number seven, Amazon, number six, Netflix, number five, Rent the Runway, number four, TikTok Shop, number three, the Home Depot, number two, Temu, and number one, Walmart. We also have an honorable mention of nine and ten, which didn't quite make the list at number nine.

A July 2022 study from the Path to Purchase Institute found that US shoppers were most likely to frequently notice brand displays on shelves (43%), followed by video ads on TV screens (37%). Digitized cooler doors and TV walls in retailers like Best Buy and Walmart offer perhaps the most impactful examples of these surfaces. In-store retail media provides high-quality branding experiences.

Unifying omnichannel helps SMBs navigate ecommerce normalization. In a late-pandemic world, in-store shopping has rebounded鈥攂ut ecommerce will still exceed 15% of US retail in 2023, per our forecast, signaling stores must further integrate systems.

Even as Instagram continues to streamline several of its shopping features, we believe that it will keep many of its checkout options. Payments in Chat is also a prime example of how shopping can be integrated into the main experience, rather than trying to make Instagram a full-fledged ecommerce platform. Snapchat: The App Chases Engagement With Snapchat+ and BeReal-Like Features.