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Walmart, Amazon, Instacart make search enhancements. Uber takes on TaskRabbit.

How Walmart, Trader Joe鈥檚, and Target boost holiday impulse purchases.

Amazon, Target, and Walmart.

Expect to see more partnerships like Roku鈥檚 tie-ups with Instacart and Walmart. More like this:. Peacock US subs rise to 22 million. Netflix delays password-sharing crackdown rollout, posts mixed results. The currency upheaval hits as the TV/CTV market closes in on the $100 billion ad spending milestone. Nielsen regains one Media Rating Council accreditation, but there鈥檚 still more work to be done.

Additionally, Amazon and Walmart pulled demand forward with their October sales events, which took a bite out of holiday season ecommerce. More like this:. Report: US Holiday Shopping 2022. Article: Online sales plummet, discounts grow as retailers fight for consumer dollars during the holiday season. Article: Google puts holiday promotions front and center this year.

Walmart really, they deliver all of their groceries, so they rather than companies that use third-party intermediaries like Instacart.

Walmart is leaning into value-focused aspects, sharing recipes and meal ideas for consumers looking to keep costs down. Dollar Tree is using current trends like #watertok to promote products. Let鈥檚 get physical: Brick-and-mortar retail is back as consumers return to stores for the in-person shopping experience. Luxury brands are providing consumers with an ultra-curated, best-in-class experience.

The combined company would have significant purchasing power to help it compete with Walmart, which accounts for 21.3% of US grocery sales, per Numerator. Kroger accounts for 10.2% and Albertsons 5.8%. However, the deal faces antitrust scrutiny as observers worry about the move鈥檚 potential to reduce competition and raise prices. Est茅e Lauder outmaneuvered Kering to acquire Tom Ford.

Walmart, with its massive physical footprint, has a monthly audience reach of 194.2 million unique visitors in-store and 126.5 million unique visitors online (the largest out of the retailers measured). Target has the second-largest audience, with 111.3 million monthly visitors in-store and 61.1 million online.

Walmart, for example, has driven consumers to enroll in Walmart+ by adding perks such as discounts on gas. The big takeaway: It鈥檚 easy to see why Target is eying a paid membership: Programs like Prime offer a recurring revenue stream and drive more repeat business as enrolled members tend to spend more with those retailers to ensure they鈥檙e reaping the value of their investment.

Real-life example: Walmart is testing 30-second radio ads across its footprint, which advertisers can use to target a specific store or region, per CNBC. 鈥淚n-store audio is about connecting with customers wherever they are in the store鈥攖hey don鈥檛 have to pass the brand in the aisle,鈥� Whitney Cooper, head of omnichannel transformation at Walmart Connect, wrote in a statement.

Okay, I'm going to go medium here, and I'm going to say Walmart will emerge as the big winner this holiday season full stop. Walmart has had a really good year. They've ridden cheap groceries to build a lot of connections with higher income consumers who are now in the Walmart ecosystem.

So, the Walmart brand, what is it, Great Value for Walmart? I think they have a few. Sky Canaves:. Yes. Great Value. Suzy Davidkhanian:. Is their biggest one. Yeah. Sky Canaves:. Yeah. Sara Lebow:. And Sky, your review of this story in 60 seconds is? Sky Canaves:.

Over half (51%) of US consumers start their online shopping search on Amazon, outpacing search engines (39%), Walmart.com (34%), and YouTube (23%), per an August 2023 Jungle Scout survey. Use this chart:. Consider last-minute holiday ad placements. Identify generational differences in holiday shopping patterns. More like this:. A look back on some 2023 retail predictions.

Amazon, Walmart turn to shoppable TV ads to shorten the path to purchase. Note: Respondents were asked "How short would ad breaks need to be in order for you to watch a free streaming service?". Methodology: Data is from the October 2023 ViewNexa report "How to Follow the Audience." 1,000 US consumers ages 18+ were surveyed online during August 2023 by Sapio Research.

Article: Walmart, TalkShopLive add some holiday cheer to live commerce. Article: Buy now, pay later sees holiday spike. Will low consumer adoption slow down the major players next year? Methodology: Data is from an October 2022 "2022 Deloitte Holiday Retail Survey." During September 6-14, 2022, 4,986 US internet users were surveyed online.

Walmart expanded its DroneUp delivery networks, Walgreens and other Texas retailers partnered with Alphabet鈥檚 Wing subsidiary for drone delivery, and Amazon announced plans to start a drone delivery service called Prime Air in late 2022. In-store robots are more prevalent than consumers may realize.

Walmart, Best Buy, Sephora, The Kroger Co., and Albertsons Companies have launched new paid memberships since 2020. Most of these memberships assume the Amazon Prime model, putting free shipping and delivery front and center. They often also offer access to exclusive products, services, and rewards programs. Despite these new offerings, the overall rate of revenue growth is decreasing.

Target and Walmart, in particular, have an advantage because of their massive physical footprints鈥攗nique offline visits to both retailers were higher than unique visits online, per July 2023 data from Placer.ai. 鈥淚f I鈥檓 walking through the aisles of Target, the chance to convince me to buy something else is a lot higher than if I go on Amazon looking to buy a specific item,鈥� he said.

That鈥檚 why DoorDash, along with Lowe鈥檚, Walmart, Drizly, and many others are enhancing their capabilities. Only by offering a more complete set of advertising tools can retail media networks hope to capture more marketing dollars. Go further: Read our latest Analyst Take on the rise of retail media.

And Walmart as well. They teamed up with Oracle to buy minority stake in TikTok a few years ago. That deal fell through and Oracle's bought health records company Cerner in 2022 for nearly 30 billion. So it's unlikely they have the money to join up with Walmart for another run at this. Amazon's interesting. Microsoft is interesting as well.

Retailers will also need to forge partnerships, like Walmart Connect鈥檚 partnership with NBCUniversal, to stay competitive, as noted in our 鈥淩etail Trends to Watch in 2024鈥� report. Use this chart:. Understand the barriers to advertiser/brand investment in RMNs. Identify the pain points RMNs must address. More like this:.

Lessons from Walmart, Coca-Cola on what makes an engaging holiday ad. What the past few months of TikTok trends teach us about marketing to Gen Z. Methodology: Data is from the October 2023 ESW report titled "U.S. Holiday Shopping Report 2023." 890 US adults who planned to purchase holiday gifts this year were surveyed online during September 22-23, 2023.

Walmart, Amazon, Instacart make search enhancements. Brand approaches to budget-conscious customer acquisition. How data and creators help Michaels and Shutterstock grow. More Chart of the Day:. 9/26 - Everybody loves YouTube. 9/25 - Show me the app money. 9/22 - B2B digital ad spend growth lags. 9/21 - Subscribe and save. 9/20 - Banking on traditional.