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For context, Walmart, at No. 2, will rake in $73.45 billion in US retail ecommerce sales this year, a far cry from Amazon鈥檚 $431.11 billion. The computer and consumer electronics category makes up the largest share of Amazon鈥檚 US ecommerce business, representing a little over a fifth of total sales.

For example, Walmart and UnitedHealth Group are teaming up to offer preventive care for seniors and Medicare members鈥攁 natural synergy since nearly 4 in 10 (38.5%) Walmart shoppers are ages 55 and up. Walgreens has a few senior-focused clinics that are jointly run with Humana鈥檚 CenterWell arm. And CVS has online resources devoted to how they can specifically help with senior care.

In comparison, just one and a half percent of those fees are going to Walmart Plus. My question here is, is Walmart Plus even competing with Amazon right now? Blake Droesch:. Well, Amazon had a 15-year head start on Walmart in this area, so I wouldn't necessarily count them out just yet.

Why it matters: Target鈥檚 US ecommerce growth (4.2% in 2024) is behind competitors Walmart (13.5%) and Amazon (11.5%), which use their unique value propositions to win over consumers. Walmart鈥檚 low prices and massive footprint give it an advantage in grocery. This year, Walmart Inc. will rake in $58.92 billion in US grocery ecommerce sales versus Target鈥檚 $8.10 billion, per our forecast.

Mobile shopping apps from retailers like Amazon, Walmart, and Loblaw鈥攁nd indirect purchasing from social media sites鈥攁re driving on-the-go transactions to new heights. Mcommerce will grow at more than double the rate of total retail through the forecast period. Total retail will average mid-single-digit annual growth, while mobile sales will see double-digit growth for many years to come.

BNPL debit cards and partnerships like Affirm鈥檚 with Walmart have made it easier to use BNPL in stores. What鈥檚 next? All of these drivers will boost BNPL鈥檚 growth throughout 2024. US BNPL payment value is expected to grow 12.3% YoY in 2024 to reach $80.77 billion, according to our forecasts. Transaction value will skyrocket to $124.82 billion by 2027.

Other retailers won鈥檛 pose an immediate threat to Mercado Libre鈥檚 regional ad business, but they do have the potential to disrupt it locally over the medium-to-long term in markets like Brazil, Chile, and Mexico, where Magazine Luiza, Cencosud, and Walmart de M茅xico y Centroam茅rica (Walmex) are just getting started with their retail media businesses.

D2C brands concerned about getting commoditized on Amazon should look to Walmart Marketplace, Target+, Macy鈥檚 Marketplace, and other emerging marketplaces for quality growth. These can help maintain brand equity while offering the chance to get sold on physical store shelves. Use RMNs for better targeting and attribution.

While it is an apples-to-oranges comparison, Instacart鈥檚 growth is also a far cry from the 24% ecommerce growth that Walmart reported in Q2. As the largest grocer in the US, Walmart has made a strong push to grow membership in its Walmart+ program to drive more consumers to order groceries online.

And retailers are taking full advantage of the opportunity: Amazon rolled out its Buy with Prime fulfillment service to all US retailers earlier this month, while Walmart quickly followed suit by expanding the reach of its GoLocal last-mile delivery service via a partnership with Salesforce.

The most popular platform was eBay, which 23% of Amazon businesses of all sizes said they were already on, followed by Shopify (21%), Walmart (19%), Etsy (13%), and Facebook Marketplace (10%). When asked which platforms they plan to expand to in 2024, over a third (36%) of Amazon sellers cited Walmart.

That鈥檚 despite fierce competition from Target, Walmart, Best Buy, Nordstrom, and a host of other retailers all looking to get a slice of a highly lucrative pie. As a result, Amazon鈥檚 share of Prime Day sales is shrinking; our forecast puts it at 59.6%, down from 60.9% in 2019.

The winner: Despite issuing profit warnings last month, Walmart is sitting pretty coming out of Q2. Is this a case of under promising and over delivering? Or has the economy taken a significant upturn? It鈥檚 a bit of both, according to analyst Andrew Lipsman. The retailer did its best to prep the market for less-than-stellar results but somehow managed to clear the lowered bar.

Grocery ecommerce sales will remain high in the US because the shoppers who already are buying groceries online are spending more, and because Walmart and Amazon are incentivizing online shopping. Different strokes.

Amazon recently overhauled its grocery business in a bid to grow its share of online grocery dollars and reduce supply chain costs, but Walmart still has a commanding lead. Over six in 10 (61.4%) digital grocery buyers have ordered from Walmart, compared with 49.5% for Amazon.com and just 18.6% for Amazon Fresh.

Number seven, Walmart, for making its AI delivery optimization tool available to other companies and for announcing early morning delivery. Becky, why is Walmart interesting? Becky Schilling:. Walmart is always interesting, just Walmart plug.

Retailers that are less favored by Gen Zers, such as Walmart, are more likely to hop on this trend, Davidkhanian said. 鈥淲补濒尘补谤迟 is trying so many different things to capture younger consumers because they鈥檙e not as 鈥榗ool鈥� as Target.鈥�. Younger consumers discover products online, but they still want the experience of going to stores and bringing something home.

Walmart, Target, Best Buy, and other retailers created their own sales events in response, all trying to score their share of consumer spending. Over half (55%) of Prime Day shoppers checked prices at competing retailers before finalizing their purchases on Amazon, per Numerator. Many consumers also shopped or planned to shop competing sales events by Walmart (31%) and Target (25%).

Walmart recently introduced sponsored videos for search, allowing advertisers to hit upper-funnel objectives (through visual storytelling) as well as lower-funnel objectives (by engaging customers who are searching and primed for purchase). Next year, US search ad spend will reach $127.84 billion, growing 12.4% YoY, per our forecast.

Last year, households earning $100,000 or more made up less than 30% of sales at Walmart and discount retailers, per Brick Meets Click and Mercatus. However, inflation has driven shoppers to dollar and discount stores.

How we got here: The abrupt shift in spending toward travel and services earlier this year left retailers such as Macy鈥檚, Kohl鈥檚, Target, and Walmart with a glut of excess merchandise that they then had to discount or slough off to off-price retailers.

Citing recent research from Walmart, Mike Black, CMO at Profitero, said 82% of Walmart shoppers use their smartphones while shopping for groceries, and 43% use it to compare brands and products on Walmart.com. 鈥淵ou realize that ecommerce isn鈥檛 just a channel,鈥� Black said. 鈥淚t鈥檚 a shopping tool.鈥�.

Walmart. Why: 鈥淲补濒尘补谤迟 is not often seen as the 鈥榠t鈥� place to shop, and it knows,鈥� said our senior content director Becky Schilling. 鈥淚t's experimenting with tech to change that.鈥�. What鈥檚 interesting:. Walmart is expanding its 30-minute drone delivery pilot, serving 1.8 million households in the Dallas-Fort Worth area.

Walmart filed similar complaints. Despite such high-profile fiascos, social media platforms are weakening their oversight capabilities. X and Meta have reduced their content moderation teams over the past 12 months. And both companies plus YouTube parent Alphabet have gutted or weakened their AI ethics oversight and content moderation teams in the past four years.