On this episode of our new Behind the Numbers show, Reimagining Retail, our analyst Andrew Lipsman hosts Russ Dieringer, founder of Stratably, to discuss intrigue in the executive ranks at key retail media platforms Amazon, Walmart, and Instacart. They also rank their top four retail media trends for 2022.

Walmart, Target, and Best Buy executives look ahead: Their comments at a retail industry conference offer insight into where and how they expect consumers to shop.

Walmart Inc. generated $20.38 billion in US click-and-collect sales in 2021.

We incorrectly thought mPOS would be a bigger thing in the US in 2021 and that Walmart and Target would beat the odds and chip away at Amazon’s online share.

Walmart is the most popular online alternative to Amazon, with nearly 63% of US Amazon buyers picking up products there when not doing so on Amazon.

On today's episode, we discuss Amazon's role in the trend of retail media advertising and some of the new advertising features we can expect to see from the online shopping giant. We then talk about Walmart's readiness to take on Amazon and whether America's internet is turning into a QVC-like shopping channel. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Andrew Lipsman.

On today's episode, we discuss the most interesting takeaways from Amazon's Q3 earnings, why the online store's sales hit the brakes, and how Amazon's ad business is coming along. We then talk about Walmart testing an SMS-assisted ecommerce tool called “Walmart Text to Shop,” how new brick-and-mortar stores might look different, and Pinterest's new shoppable live series called Pinterest TV. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Andrew Lipsman.

Walmart tries SMS shopping again, this time backed by AI and customer data: It will use the same conversational commerce tech that helped make its voice-assisted shopping successful.

US consumers generally hold a more positive attitude toward Amazon than to its closest ecommerce rival, Walmart.

We unpack how VillageMD’s aggressive expansion plans and physician-led clinics could spell trouble for retail clinic rivals Walmart and CVS.

Walmart outmuscles competitors: For some retailers, lacking workers is not an option. Walmart, the US’ largest private employer, has used its market position—and significant resources—to its advantage, raising pay for more than a half-million workers and building a new corporate headquarters complete with amenities.

Walmart, The Home Depot, Target, Best Buy, Lowe’s, Macy’s, and Nordstrom account for 67.5% of all click-and-collect sales in the US (as of 2021). Two of these companies, Walmart and Target, are still leaning heavily into click and collect, and in turn increasing click and collect’s share of their total ecommerce sales. For the others, the picture is more complicated.

But retailers such as Walmart don’t have that agility because they can’t simply replace branded products with private label items without irritating consumers. That puts the onus on the retailer to optimize its product mix or risk having excess inventory (which, in the case of Walmart in Q1, also stemmed from items arriving late due to supply chain issues).

Vans won a temporary injunction this week against Walmart to prevent the retailer from selling what the shoe brand calls “blatant knockoff versions” of its products. Adidas is suing fast-fashion giant Fashion Nova over the sale of a sneaker that the athleisure company alleges mimics the design of its iconic “Stan Smith” shoe, per Bloomberg.

After growth reached almost 100% in 2020, Walmart marketplace ecommerce growth decelerated to 11.2% in 2021. This year growth will reach 10.5% accounting for $7.2 billion. .

So, it was no surprise that, in 2019, Walmart launched a private brand of meat products with Texas-based McClaren Farms to have end-to-end beef production in-house, enabling Walmart to maintain quality standards at affordable prices. As Private Label Brands Proliferate, What Must Retailers Do to Succeed?

One of the biggest threats to Instacart’s delivery model is the prospect of retailers building out their own fulfillment network, which Walmart, Costco, and others are already doing. Walmart has also encroached on Instacart’s turf with GoLocal, a service that lets retailers leverage Walmart’s own delivery capabilities.

The ecommerce behemoth—which became the biggest US apparel retailer during the pandemic—ranked seventh overall, but just a shade behind three retailers: Kohl’s, Dick’s Sporting Goods, and Walmart.

Walmart: Dimon noted that over 200 million people use its stores weekly and that it’s able to roll out financial products. It’s backing a nascent fintech, Hazel, which will include neobanking and be broadly available to customers. Apple: He pointed out it already offers Apple Pay and Apple Card and plans new offerings ranging from buy now, pay later (BNPL) to credit risk determinations.

Broadening the reach: Recognizing the need to diversify, Harry’s has long sold its products to traditional retailers such as Target and Walmart, expanded to overseas markets, and broadened its brand portfolio to include cat essentials brand Cat Person as well as hair care line Headquarters. In December, Harry’s made its first acquisition when it bought deodorant startup Lume.

That decline is a result of rapid growth by ad sellers such as TikTok, Amazon, Walmart, and Apple. In 2023, Google and Meta will account for less than half of all digital ad spending, 48.7% in 2023 and 47.7% in 2024.

They’ll also continue to shop value-oriented retailers such as Target and Walmart. Luxury merchants, such as Nordstrom, may also be relatively unscathed as their customer base is less impacted by the economic conditions. However, mid-market retailers could be hit hard as belt-tightening consumers may trade down to value-oriented merchants.