蘑菇AV

Walmart enhanced its online marketplace with new capabilities and seller solutions, the retailer announced at its annual Walmart Marketplace Seller Summit this week. Updates include the addition of premium beauty products, expanded fulfillment services, and revamped seller solutions.

Walmart imported fewer goods this holiday season: While that could be a sign that it expects tepid sales, it also reflects the retailer鈥檚 growing reliance on third-party marketplace sellers to broaden its product assortment.

Walmart鈥檚 ad revenues grow 28% in Q3: Flipkart drives 50% international growth, while Walmart Connect expands with more marketplace sellers.

Major retailers like IKEA, Walmart, and ThredUp are launching peer-to-peer resale marketplaces, aiming to capture a slice of the booming secondhand market. This trend comes as US marketplace ecommerce sales are projected to surpass $500 billion next year, according to our forecast.

Both retailers used generative AI to improve employee productivity in Q2鈥�Walmart leveraged the tech to improve its product catalog and Target used it to enhance in-store employee tools. Target鈥檚 curbside pickup service helped it grow digital comparable sales 8.7% YoY, while Walmart鈥檚 marketplace and sales of GLP-1 drugs contributed to its 4.2% comp sales growth YoY.

Walmart and Target reported their Q3 earnings last week. Despite varying retail success, both reported strong growth in their retail media networks鈥�Walmart Connect鈥檚 US business grew 26% while Roundel鈥檚 growth was in the mid-teens, per CEO Brian Cornell.

Walmart Marketplace is thriving: Black Friday and Cyber Monday were the two best-selling days on the platform, and those strong results are providing a boost to Walmart Fulfillment Services.

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.

Walmart and NBCU teamed up again for shoppable ads during Thanksgiving Day NFL games. It also rolled out several Walmart Connect updates earlier this year: It offered offsite media to non-endemic brands and made its display ads available to 鈥渂rands of all sizes鈥� through the programmatic Walmart Ads marketplace.

Walmart is rapidly growing its online marketplace with third-party sellers from China and offering shipping services. Sustained growth demands creative reinvention. With roots in China鈥檚 highly competitive market, Shein, Temu, and TikTok are moving quickly to stay ahead. They are diversifying, forging partnerships, and evolving their business models. Predictions. TikTok Shop is here to stay.

Understanding the nuances of how and where Mexico鈥檚 67.5 million digital buyers spend their money online is key for brands and retailers to succeed in this thriving ecommerce market.鈥�

Understanding the nuances of how and where Latin America鈥檚 293.2 million digital buyers spend their money online is key for brands and retailers to succeed in the world鈥檚 second-fastest-growing region for ecommerce.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

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.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.

This is the first installment of our 鈥淩etail and Ecommerce Sales Benchmarks鈥� series, which helps retailers calibrate their sales mix against the market.