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The extra capacity generated by faster throughput is helping to grow Walmart鈥檚 marketplace business by opening up more space for third-party sellers. That鈥檚 creating demand for the retailer鈥檚 fulfillment services, which over one-quarter (28%) of Walmart merchants now use.

Even DNVBs need to innovate, differentiate, and elevate their brands to capture consumers鈥� attention in a crowded and expensive marketplace. Explore non-Amazon retailers and marketplaces to grow without eroding the brand. 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.

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.

Walmart Marketplace sellers soar over the retailer鈥檚 holiday sales events. Younger consumers rely on TikTok for holiday inspiration, not purchases.

Marketplaces are growing in importance. Amazon鈥檚 third-party marketplace has been driving its ecommerce growth and now accounts for nearly two-thirds of its sales. More broadly, US retail marketplace ecommerce sales will grow by 10.2% this year to nearly $385 billion, representing more than a third of total retail ecommerce sales. And we expect the marketplace share of ecommerce to continue to grow.

Amazon and Walmart scoop up beauty sales as shoppers search for convenience: Our Industry KPIs data shows that the two account for the majority of purchase intent clicks in the beauty and personal care category.

Retailers turn to genAI to help with product listings: Puma, Walmart, and Amazon are among the companies that see the tech as an opportunity to deliver a more personalized, relevant experience to shoppers while improving productivity.

Walmart de M茅xico y Centroam茅rica (Walmex). Worldwide Independent Network of Market Research (WIN).

Walmart鈥檚 market share gains continued in Q1 as the retailer emphasizes value and convenience: The company continues to draw in more high-income shoppers, while its advertising and marketplace offerings boost revenues.

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.

Thanks to its growing retail media business, Walmart keeps its top spot on our 鈥淯nofficial Most interesting Retailers List鈥� for April 2024. Meanwhile, newcomer Home Depot and returning member TikTok Shop make the list for equipping advertisers with more data.

Marketplaces and Platforms Jump Into POS Software. Players like Shopify are investing heavily in merchant services tools to offset slowing ecommerce growth and diversify revenues. This is driving competitors to bolster their own offerings: Amazon has built out a slew of seller services, including Buy with Prime, revenue-based financing, and Seller Wallet. Walmart has begun adding SMB tools, too.

Alibaba, Amazon, and Mercado Libre dominate retail ecommerce in different parts of the world. Here鈥檚 a look at how these marketplaces stack up, in seven charts and graphics.

CAIT鈥攁longside Praveen Khandelwal, a lawmaker from the ruling Bharatiya Janata Party鈥攊s calling for the government to suspend Amazon鈥檚 and Flipkart鈥檚 ecommerce operations in India, which would be a blow to the overseas ambitions of both Amazon and Walmart. Looking ahead: India is hugely important for digital marketplaces as they try to gain an early advantage in the country鈥檚 nascent ecommerce market.

Dollar store consumers, especially lower-income households, are facing financial difficulties, relying on credit cards to cover necessities. Retailers like Dollar General and Dollar Tree are focusing on pricing and promotions to keep customers shopping, but there has been a decline in discretionary spending from middle- and high-income consumers, who may be turning to mass retailers like Walmart.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer鈥檚 growing clout. It鈥檚 set to overtake Walmart as the US鈥� top beauty retailer by 2025.

On the heels of Instagram鈥檚 announcement, Reuters reported that Walmart filed trademarks for 鈥淲补濒尘补谤迟 Creator鈥� and 鈥淲补濒尘补谤迟 Creator Collective,鈥� further hinting at the possibility of Walmart launching an in-house platform to support influencers and offer consulting to its third-party sellers, which number more than 100,000.

Interestingly, both retailers aim to expand via physical grocery and retail media, according to our 鈥淕lobal Marketplace Titans鈥� report. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Walmart is taking a page from Amazon: The retailer looks to diversify its revenue streams by growing its ecommerce, retail media, and services businesses.

Walmart takes a shot across the bow at Amazon: The retailer鈥檚 latest holiday marketing campaign aims to go after Amazon鈥檚 dominance of online shopping holidays.

Shein may soon directly compete with Alibaba and Amazon: The fast-growing fashion retailer is reportedly exploring evolving into an online marketplace that enables other merchants to sell on its platform.

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.