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As Walmart expands its marketplace, it鈥檚 focusing on categories like apparel, home decor, and automotive supplies鈥攚hich are different from the categories driving growth for Walmart鈥檚 first-party sales (like food and health and wellness).

Walmart Connect now offers offsite media to non-endemic brands, including those in the automotive, entertainment, financial services, and travel industries. Home Depot is betting that its ability to segment audiences based on the type of projects they鈥檙e doing will attract advertisers in sectors like financial services and the telecom industry.

The numbers: US retail sales (excluding automotive) grew 3.4% YoY on Black Friday. Ecommerce sales soared 14.6% YoY, while in-store sales increased just 0.7% YoY, per Mastercard SpendingPulse. Those online sales results are roughly in line with the 10.2% YoY jump in Black Friday sales reported by Adobe Analytics and the 7% YoY increase reported by Salesforce.

According to TikTok, 44% of users are planning to buy or lease a car in the next six months. It鈥檚 with that in mind that the platform recently released its 鈥淎耻迟辞 Dealers Playbook,鈥� which aims to help marketers leverage the platform to engage the auto community and boost sales.

Ram Trucks was the No. 1 automotive brand by estimated TV ad spend in August 2023, surpassing Subaru, Chevrolet, Kia, and Jeep, per iSpot.tv as cited by MediaPost.

Just under 2% of the US population will drive an electric car next year, for a total of 5.4 million drivers, per our forecast. By contrast, more than half the population, or 151.4 million people, will drive a connected car in 2023.

For the first time, Insider Intelligence forecasts digital advertising spending for five industries in France: retail, consumer packaged goods (CPG), auto, financial services, and travel. Digital ad spending is growing strongly in France this year. This Analyst Take gives a closer look at these inaugural forecasts.

On today's special podcast episode, we conclude our monthly contest where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month this year, three of our analysts representing their respective coverage area teams have competed against each other鈥攏ow it's time to crown a champion. Today, we cover how X (formerly Twitter) will look in 2024, whether people will buy cars online, and what we can expect from the ad market. Tune in to the discussion with this month's contestants: our analysts Evelyn Mitchell-Wolf, Carina Perkins, and Yory Wurmser.

In part two of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which car company Amazon could potentially acquire, how AI might land itself in hot water, and the next digital consumer privacy lawsuit. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

On today's podcast episode, we discuss whether X (formerly Twitter) can recover from its latest debacle, if folks will start buying cars on Amazon, whether ad-free social networks are inevitable, companies potentially ruining "buy one, get one free" deals, United Airlines weighing using passenger data to target ads on planes, how people feel about tipping in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Bill Fisher.

On today's episode, we discuss whether social media in the future will become less social or if it will go away altogether, what the streaming wars' battle royale looks like, how easy it would be to replace Twitter and TikTok, how people think their demographics are portrayed in ads, the fight for the car screen, where Americans have moved in the last 10 years, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, analyst Blake Droesch, and vice president of Briefings Stephanie Taglianetti.

Note: Examples of websites, apps, or screens primarily engaged in travel services include those of airlines, cruises, accommodations, tourism boards, destination marketing organizations, travel bureaus, country clubs, online travel agencies (OTAs), travel agents, travel websites, visitor centers, car rental companies, and leisure and unmanaged business travel.

Car sales are further dominating the auto and parts category. While Amazon isn鈥檛 selling cars (yet), it does have some stake in this category with auto parts. But online sales of Tesla鈥攖he most prominent D2C brand鈥攁nd online used-car dealers like Carvana are making car sales a larger percentage of this category, which is skimming share from parts sellers like Amazon.

Automotive, telecom, and technology and electronics all have traditionally spent heavily on TV and are now directing the bulk of their digital spend to video. Technology and electronics and automotive are high-consideration items that benefit from the large format of video, and both emphasize branding. Telecom differs slightly, but it also has long emphasized branding campaigns on TV.

It can also help online car rental sites verify customers鈥� ages. It will speed up the checkout time for these types of purchases, a crucial driver of repeat purchases: 50% of consumers take into account how easy it is to check out on a retailer鈥檚 ecommerce site or app when deciding where to shop online, per a PYMNTS survey.

The DOE allocates $15.5 billion for EVs and domestic battery production. The plan favors traditional auto hubs, while further efforts should improve charging infrastructure.

On today's episode, we discuss what to make of Microsoft putting ads in its AI-powered Bing Chat platform, the biggest pitfalls of companies using generative AI, and publishers' concerns about AI chatbots cutting readership. "In Other News," we talk about how much retail media networks are actually boosting the US ad market and which car manufacturers are leading the US electric vehicle (EV) race. Tune in to the discussion with our analysts Gadjo Sevilla and Max Willens.

And as "Grand Theft Auto VI" looms on the horizon, marketers are already building strategies to take advantage of the cultural phenomenon. Modern game technology allows for branded elements to be designed and shown as both a part of the fictional world, while keeping the brand's design language intact.

Uber taps in to OOH and self-serve ads as its ad empire expands: Advertisers can now display car-top ads on 3,500 cars in several US cities, targeted by ZIP code.

It鈥檚 still early days. There are signs that point to cars becoming a major new media and advertising venue. But both commerce and media are still developing in cars鈥攁nd at the moment, neither is completely ready for native ad formats.

Travel will see the fastest growth in US digital ad spending of any industry in 2023, according to our forecast. Travel, retail, healthcare and pharma, automotive, and entertainment will outpace the national digital ad spending growth rate.

Most drivers will be connected in their cars within four years. By 2026, nearly three-fourths of the US population aged 14+ (72.3% of licensed drivers) will be driving a connected car.

On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.