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How Walmart, Trader Joe鈥檚, and Target boost holiday impulse purchases. Note: Data was provided to Insider Intelligence | eMarketer by Bizrate Insights. Methodology: Data is from the August 2023 "The Insider Intelligence | eMarketer Ecommerce Survey" conducted by Bizrate Insights. 1,001 US adults ages 18 to 65 were surveyed online between August 1 and August 29, 2023.

Retail media is one of the fastest growing digital advertising sectors, expected to grow to $45.15 billion in the US this year鈥攁nd Amazon will make up a staggering 75.2% of that spending, 10 times more than second-placed Walmart Connect. That growth is helping Amazon catch up to the ad duopoly of Google and Meta.

It doesn鈥檛 seem there are plans to launch live shopping channels in the US, but considering retailers like Walmart, Fanatics, and Amazon are also investing in livestreaming, it wouldn鈥檛 be surprising if YouTube brought its program stateside. As of April, only 18% of US adults have participated in live shopping, per Bizrate Insights and Insider Intelligence.

It sells health and wellness products through its online store and app, but Hims & Hers also has several retail partners including CVS, Walgreens, Walmart, GNC, and Amazon. Our take: Hims & Hers is becoming the model D2C healthcare brand to emulate. The company can afford to keep raising its marketing and advertising budget to acquire customers because of its engagement and retention rates.

And for loyalty programs with mobile aspects, like Starbucks, McDonald鈥檚, and Walmart, it goes even further. 鈥淵ou're also helping bridge that online/in-store gap through the loyalty program,鈥� said Canaves, noting that QR codes help identify what consumers are really doing in stores, which helps marketers personalize messaging.

While Amazon will see the lion鈥檚 share of ad revenues next year, both Walmart and Instacart will experience the strongest growth, increasing their ad revenues by 42% and 41%, respectively.

Amazon is the second-largest US employer behind Walmart, with more than 1.5 million employees as of September. Amazon is also reducing its real estate footprint and distancing itself from poorly performing business units like its Devices and Services group, which is responsible for Echo speakers and smart home devices.

For example, Unilever has bundled some versions of its Degree deodorant and Suave shampoo, as well as introduced a new lower-priced brand called Madam for Walmart. 2. Hit subscribe. Meanwhile, direct-to-consumer (D2C) companies are using subscriptions to engage with consumers. As many as 75% of D2C brands will have a subscription-based offering by 2023, according to PipeCandy and Rodeo.

Major retailers like Walmart and Target and trade groups like the Merchants Payments Coalition have signaled their support for the bill and other swipe fee initiatives. Meanwhile, bill opponents鈥攚hich include large banks and payment companies鈥攕ay it could hurt consumers.

Ahead of the holidays, Walmart has added curbside returns and returns pickup from home to its offerings, as well as extending its returns policy through January 31, 2023. And Target shoppers can also return items curbside without a designated time window.

Those stores give it an advantage over Amazon and Instacart, whose retail media networks are primarily digital, and Walmart, which lacks high-quality first-party data from in-store shoppers. 鈥淭here are only so many ad dollars to go around,鈥� said our analyst Zak Stambor. 鈥淎s these networks grow more sophisticated, the competition鈥檚 only going to intensify.鈥�. Listen to the full podcast.

Bank鈥檚 list of eligible merchants, which include Amazon.com and Walmart. They can update their top two retailers each quarter. They also can choose to earn 3% cash back at gas stations and EV charging stations, at wholesale clubs, or on bills and home utilities. They can update their category each quarter. Cardholders get 5.5% cash back on hotels and car rentals when they book through the U.S.

Key context: Just last week, more than 1,600 retailers鈥攊ncluding Walmart and Target鈥攕igned a letter that urged lawmakers to pass the Senate bill. Retailers believe the bill will lower swipe fees by creating more payment network competition. Merchants paid a whopping $77.48 billion in credit card fees last year.

, Walmart.

Walmart. Walmart does so many things well, and I'll focus on just two of them here. One is the app. The Walmart app is really good because it collects so much stuff in one place. So if you get your car serviced at a Walmart auto care center, you can see the portal and see, know when you last got your oil changed.

It saw an uptake in market share in terms of grocery sales, but Walmart also saw a slowdown in discretionary spending and so their margins shrink. Sara Lebow:. Jeremy, anything to add to Walmart? Jeremy Goldman:. Just building on the Sam's Club point, I think what's interesting is that they said that their membership count reached an all time high.

Despite Amazon鈥檚 considerable lead in digital audiences over Walmart, Target, and Kroger, these three boast audiences of a hundred million or more every month while Amazon Fresh barely registers, according to Placer.ai data from December 2022 and Comscore Media Metric Multi-Platform data from January 2023. How should retailers boost their in-store retail media?

While the duopoly will command 60.4% of digital advertising in Canada in 2023, retail media networks鈥攊ncluding Amazon Media, Walmart Connect, and Loblaw Media in Canada鈥攁re catching up with ecommerce-related search and display. Consumer purchase history is the main attraction. The duopoly relies on behavioral data (e.g., search history on Google, interests and browsing activity on Meta鈥檚 properties).

Or retailers may want to flip the script entirely and sell creator merchandise, as Walmart and other major retailers have done with MrBeast鈥檚 Feastables. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

For example, Instacart鈥檚 plugin for ChatGPT helps users create and refine shopping lists in the hope of increasing transactions per customer, while Walmart is using AI to power its 鈥淭ext to Shop鈥� offering, which allows customers to add products to their cart by texting or speaking the names of the items they need. This was originally featured in the Retail Daily newsletter.

Both Walmart and Dollar General have observed an influx of higher-income shoppers as prices (specifically in the grocery/consumer packaged goods category) remain high. Mall staples like Macy鈥檚 are struggling as consumers pull back their discretionary spending. There鈥檚 a lot of empty real estate.

While Amazon, Walmart, Apple, and eBay will remain the top three US retail ecommerce companies by sales this year, more category-driven etailers like Carvana and Chewy are moving up the ranks. Carvana has been up and down in recent years, according to our 鈥淭op 15 US Ecommerce Companies Forecast鈥� report. In the years prior to the pandemic, Carvana鈥檚 sales grew by triple digits.

There鈥檚 been a recent effort from retailers (including Amazon, Walmart, and Macy鈥檚) to increase livestream commerce adoption in the US. So far, the format hasn鈥檛 taken off: An October 2022 survey by Insider Intelligence and Bizrate Insights found that only 18% of US adults had used livestream shopping.

A piece of the pie: From Walmart to The Kroger Co. to even Dollar General, everyone wants to capture a share of growing healthcare spend. US prescription drug sales alone will total $620.27 billion this year, according to our forecast. Meanwhile, US telehealth users will grow 5.1% this year to reach 105.1 million.

Affordable chains like Dollar General, Five Below, and Target and Walmart with upgraded product selections are also doing well. Chernofsky called out two trends here: affordable retail is becoming more crowded and the middle tier is thinning. Who could surprise in 2023? Visits to consumer electronics and home improvement stores have been down the past couple of months.