蘑菇AV

Currently, Amazon makes up the lion鈥檚 share of retail media ad spend, but companies like Walmart and Instacart are gaining traction, growing by 42% and 41% this year, respectively. Retail media 1.0: Current state. 鈥淭he 1.0 era is what got us to where we are today, which is, broadly, search advertising and sponsored products,鈥� said Lipsman.

This episode is made possible by Walmart Connect. If you expect your media investment to deliver clear, measurable results, Walmart Connect can help you get there.

It's really getting into CTV, it's putting more screens in stores, which Walmart has a massive audience in stores. Just if you think of the Walmart store as a media channel, which it is, then it has a huge engaged audience. So I'm giving Walmart most likely to make it in media.

Amazon is the largest retail marketplace in the US, bringing in $328.30 billion in sales, per our forecast. eBay comes in second ($35.02 billion), followed by Walmart ($10.64 billion). Other marketplaces, like Shein and Temu, are also fighting for their share of consumer dollars by offering lower prices than competitors.

Others, like Walmart, Walgreens, and Target, are focused on revamping stores to offer more convenience, both in-store and online.

Okay, so pivoting from that absolutely massive 40% e-commerce share that Amazon has in the U.S., in a distant, distant second behind Amazon in terms of U.S. e-commerce share is Walmart at about 6%. Walmart is a power player, especially in grocery. Why should we be watching digital grocery in particular with Walmart, and what else does Walmart have going for it in terms of e-commerce? Blake Droesch:.

This episode is made possible by Walmart Connect. If you expect your media investment to deliver clear, measurable results, Walmart Connect can help you get there with powerful analytics and the reach of America's Number one retailer.

Discount grocer Aldi is expanding, adding 800 stores across the US by the end of 2028, investing more than $9 billion to increase its physical presence, something that has served other retailers like Walmart well.

The context: Since Toys R Us shuttered its stores in 2018, there hasn鈥檛 been a dominant toy retailer as sales in the category have largely been dispersed among mass merchants, including Amazon, Walmart, and Target.

Walmart and Instacart also contribute to retail media鈥檚 share of search ad spend, though their share is smaller. Why retail media search? Advertisers trust it. US advertisers will spend almost $30 billion on retail media search ads this year, and by 2027, that figure will be more than double.

Retailers such as Target and Walmart recently cautioned that consumers have pulled back on discretionary spending. The personal saving rate, the portion of after-tax income that consumers don鈥檛 spend, recently fell to its lowest level since 2008. Consumer sentiment remains near historic lows.

Walmart and Instacart are replicating this as they scale their retail media businesses. Streaming media leaders diversify into ads. Netflix recently made its much-anticipated foray into ad-supported content, promising targeting and scale in a TV-like environment. Spotify ads are beginning to scale as podcasts play an increased role in its ad business.

Walmart has made headlines for higher-income shoppers trading down on groceries. Another strong area is the Walmart+ program, which has grown among younger shoppers who may have less spending power. As of December 2022, 23% of respondents to an Insider Intelligence survey conducted by Bizrate Insights said they subscribed to Walmart+, up from 11% in June.

Retail media is on the rise this year, with Walmart and Instacart growing the fastest. While Amazon鈥檚 ad business is growing slower than other retail media networks, its revenues are higher at $34.59 billion in US ad revenues. Walmart will see a fraction of that at $3.16 billion. Instacart鈥檚 ad revenues will be even lower at $1.12 billion.

Walmart launched Walmart Insurance Services in October 2020 and partnered with UnitedHealth in September 2022 to offer preventive care for seniors and Medicare members. Amazon now owns a pharmacy and a national physician network. Acquiring an insurtech like Oscar or Clover Health would benefit its Prime Rx offerings鈥攁nd its One Medical arm.

And everyone is getting in on it, from Kroger and Best Buy to Walmart and Sam鈥檚 Club. Trust us, this is just the tip of the iceberg. Making it easy: Grocery retailers and CPGs remain hyper-focused on convenience.

Bringing two large (if second-tier, relative to Amazon and Walmart) retail media players to the table will allow Pinterest to offer many smaller advertisers the ability to measure the efficacy of their ad spending. 10% of Pinterest鈥檚 advertisers are using its conversion API.

Today's story is a March 29th story from Business Insider titled Walmart is rolling out a new perk to its $98 annual Walmart Plus membership, early access to a new Oreo flavor. The headline kind of says it all. The new flavor is called Blackout Cake and Walmart is pushing this as a sort of bonus perk to boost subscriptions. Sky, your review of this story in 60 seconds is? Blake Droesch:.

鈥淎尘补锄辞苍, Walmart, Target, and Kroger 鈥� everyone across this entire booming retail media space is posting incredibly strong advertising numbers. That is really driving so much of the incremental growth across our digital ad spend forecast,鈥� our analyst Peter Newman said on an episode of the 鈥淏ehind the Numbers: The Daily鈥� podcast.

The figures are largely in line with the trends major retailers like Costco and Walmart have noticed. Costco customers are growing more value-conscious, leading to lower sales for jewelry and expensive appliances, while Walmart shoppers are waiting for big sales events to purchase pricey items and buying less clothing and home goods.

Why it鈥檚 worth watching: Despite only having a handful of co-brand portfolios, Capital One has extended its reach by targeting large retail brands like Saks and Walmart, which held about $10 billion in balances when it acquired the portfolio in 2019. Capital One moved further into retail by acquiring the Williams-Sonoma portfolio last July.

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.