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Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our 鈥淯S Digital Grocery Forecast 2025鈥� report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).

Christmas Day is less than a week away, but some consumers are still chipping away at their lists. That鈥檚 why Walmart, Target, Best Buy, and Dollar General are announcing last-minute holiday deals for consumers seeking the perfect gift.

Walmart looks to accelerate its ecommerce business in China: Working with Chinese delivery app Meituan should boost the retailer鈥檚 visibility and sales.

Walmart makes it easier for visually impaired shoppers to navigate stores: The retailer partnered with Aira to offer customers wayfinding services, its latest move to improve accessibility.

Walmart Connect attracts marketers, gaining ground over Amazon: Digiday data shows that marketers are enticed by Walmart鈥檚 growth and unique ad space.

Walmart dominated the US retail landscape in 2024: The mass merchant鈥檚 ability to offer savings and convenience won over shoppers, and its growing ecommerce and advertising businesses are helping it make inroads against Amazon.

The Super Bowl is one of the few collective experiences left: That鈥檚 why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.

The National Retail Federation (NRF)鈥檚 Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge鈥攅xceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

In today鈥檚 episode of The Banking & Payments Show podcast, we talk about who the BaaS compliance crackdown will hit the most, why Walmart and Amazon will pilot pay-by-bank at checkout in 2025, and how consumer privacy will change under a second Trump administration. Join the discussion with host and Head of Business Development, Rob Rubin, and Principal Analysts Tiffani Montez and David Morris.

What鈥檚 next for retail media? The rapidly expanding ad channel is facing growing pains as the majority of RMNs struggle to keep pace with Amazon and Walmart.