蘑菇AV

Improving the experience: At the same time, TikTok is testing an integration that allows some creators to add product links from third-party affiliate networks such as Amazon, Walmart, and Rakuten directly to their posts, per Modern Retail.

A merger between the two companies would have been hugely beneficial for both: It would have created a retail media network with access to 85 million US households, a physical store footprint of nearly 5,000 (more than Walmart), and a massive trove of first-party data.

Walmart Chile. Walmart de M茅xico y Centroam茅rica (Walmex).

Walmart, Amazon, and Instacart continue to bolster their offerings, making online grocery services more affordable and accessible. And as consumers adjust to higher grocery prices, they will be willing to pay slightly more for the convenience of grocery delivery. On an international scale, the US remains the second-largest ecommerce market after China.

Amazon and Walmart account for 84.2% of US retail media ad dollars, per our November 2024 forecast, leaving other RMNs competing for a small slice.

The Cyber Five became the Cyber Dozen as retailers like Amazon, Walmart, and Best Buy rolled out Black Friday discounts well ahead of Thanksgiving weekend. Steep and widespread discounts propelled online sales up 14.6% YoY on Black Friday alone, per Mastercard SpendingPulse. As a result, nonstore sales鈥攚hich includes ecommerce鈥攇rew 1.8% MoM and 9.8% YoY in November.

On today's podcast episode, we discuss how the Apple monopoly trial could change the smartphone market, whether Aldi can take on Walmart, if gambling ads will get banned, the impact of Amazon's "Big Spring Sale," how seriously we should be taking drone delivery, where the happiest people in the world live, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.

Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Surprisingly, Walmart鈥檚 sales fell 1.9%, despite hosting its Walmart Holiday Deals event from October 8-13.

The top grocery purchase destination was not Target or Walmart, but 鈥渁nother in-store retailer,鈥� per Jungle Scout. However, Walmart was a close second, with 28% of US consumers grocery shopping in-store and 15% shopping on Walmart.com. Our take: We forecast US grocery retail sales to reach $1.569 trillion this year.

Walmart Connect expands its customer base. Walmart will claim 6.8% of retail media ad spending in 2024. While Walmart鈥檚 share will remain flat from 2023 through 2024, it will inch up ever so slightly to 7.0% by 2026. The retailer is expanding access to its RMN to a range of advertisers. In April 2024, Walmart Connect announced a clutch of moves designed to boost the number of ad buyers who can use it.

Walmart came closest to matching Amazon鈥檚 prices with just a 5% price difference on identical items鈥攁lthough that was slightly higher than last year鈥檚 4% gap.

Walmart may be playing catch-up to Amazon when it comes to ecommerce and retail media, but recent moves like its $2.3 billion acquisition of VIZIO are giving the retailer momentum. But what are some other big moves that Walmart can make to grab more attention, loyalty, and customers?

Walmart eyes Vizio acquisition for $2 billion: The purchase could redefine smart TV advertising and give the big box giant an edge in revenue from shoppable ads and streaming fees. Read article. Gen Z led social media trends. TikTok鈥檚 growing influence: TikTok is becoming a key news source for Gen Z, with more young people using it for news than traditional media. Read article.

Walmart de M茅xico y Centroam茅rica (Walmex).

Amazon has also begun removing Buy Now buttons from product listings when it finds the same items listed on Temu at lower prices, a policy that it previously applied to listings on other platforms such as Walmart. The policy appears to have pushed Anker Innovations, which had had its products listed on Temu at much lower prices than on Amazon, to close its US Temu storefront.

On today's podcast episode, we discuss what TV even is anymore, how the redefining of TV is reshaping marketers' approach, and why not all data is created equal. "In Other News," we talk about why live TV is the new streaming and the real reason Walmart bought TV-maker Vizio. Tune in to the discussion with our analyst Ross Benes and Alison Gensheimer, head of Nielsen marketing.

Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Amazon and Walmart are among the retailers that have implemented generative search on their shopping platforms. Tech heavyweights are also moving quickly. Meta is working on its own AI-powered engine, while other players have rolled out search functions, including:. Google: AI Overviews. OpenAI: SearchGPT. Perplexity: Pro Search and a macOS desktop app. Microsoft: Bing Generative Search.

McDonalds, Walmart, and others have scaled back such commitments, a sign that the trend spans industries beyond tech and advertising. However, some companies are holding firm, a sign of diverging attitudes toward DEI. Costco recently rebuffed a push from investors to move away from DEI initiatives, and Apple has asked shareholders to block an effort to roll back commitments.

Amazon in particular emerged as a heavyweight, with the company expected to overtake Walmart as the US鈥� top beauty retailer by 2025, per Morgan Stanley.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss Walmart's purchase of Vizio, its brick-and-mortar strategy, and whether they can attract more upper income shoppers. Then, in a mini "Shark Tank"-style segment, we predict what the next big move for Walmart will be. Join our analyst Sara Lebow as she hosts senior director of media content Becky Schilling and analyst Zak Stambor.

Walmart Connect and international expansion power retail giant to 26% advertising growth. Walmart's global advertising revenues rose 26% in Q2 as the US-focused Walmart Connect division outperformed with 30% growth. Walmart Connect's growth has been fueled by a surge in advertiser participation, including marketplace sellers.

The company has previously partnered with Walmart Connect and Kroger Precision Marketing on streaming solutions. This was originally featured in the Retail Media Weekly newsletter. For more marketing insights, statistics, and trends, subscribe here.