In 2021, Amazon’s US average revenue per user (ARPU) for its retail media network was nearly 4 times that of Instacart and close to 9 times that of Walmart.

Here’s how ad buyers ranked the retail media networks of 11 major retailers—Amazon, Best Buy, Costco Wholesale, eBay, The Home Depot, Instacart, Kroger, Macy’s, Target, Walmart, and Wayfair—according to the attributes they value most.

Food and grocery delivery has spiked during the pandemic. Apps like SkipTheDishes, Uber Eats, and Instacart have gained new users who turned to delivery out of necessity. For marketers, these apps present a new opportunity to reach consumers with ad products rich in intent and location data.

Learn what the main takeaways from Shoptalk 2022 were this year. "In Other News," we discuss the most important thing to note about Instacart Platform and what to make of Peloton's outlook. Tune in to the discussion with our analysts Suzy Davidkhanian and Andrew Lipsman.

A changing grocery delivery landscape forces Instacart to diversify: The delivery company launches a suite of retailer-focused tech solutions as rivals encroach on its turf.

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.

Capital One will take over BJ’s portfolio from ADS, and JPMorgan will work with Instacart on a credit card program.

Walmart partnered with Instacart to pilot rapid delivery in Toronto, Canada, per a press release. DoorDash and Canadian grocer Loblaw are teaming up to offer delivery in 30 minutes or less, the companies announced. Deliveroo’s rapid grocery venture Hop has begun offering grocery-as-a-service to retailers, per The Grocer.

A similar pattern has played out in the US, with Instacart, DoorDash, Uber Eats, and other platforms experiencing slower or declining sales as consumers order less food online.

Instacart delays IPO plans to focus on broadening services: The company believes it may generate as much as $10 billion to $20 billion in annual revenues from its retail media network in the coming years.

Instacart dominates third-party delivery services. These delivery services can’t be compared directly with retailers due to the overlap in sales. But Instacart will account for more than 69% of US sales revenues generated by all third-party delivery services in 2022.

For example, a Kroger Boost subscription offers free delivery though the retailer’s site, but delivery is powered by Instacart. Don’t Underestimate the Power of Free Trials. The free trial is a proven way of getting customers in the door, familiarizing them with the platform, and letting them experience a subscription’s benefits.

Publix has begun offering 15-minute grocery delivery in Miami through a partnership with Instacart, the delivery platform said. Zepto, a rapid grocery startup based in Mumbai, raised $200 million to bring its valuation to roughly $900 million, per Bloomberg.

Third-party delivery services like Instacart, Target’s Shipt, and Walmart’s GoLocal that partner with traditional grocers to facilitate digital sales. Restaurant delivery services like DoorDash and Uber Eats expanding into grocery, pharmacy, and convenience store delivery.

A growing number of retail technology vendors are offering similar capabilities, including AiFi, which works with retail partners such as Aldi and Carrefour, as well as Instacart, which recently partnered with Aramark Sports + Entertainment to offer its contactless POS system at nine Major League Baseball stadiums.

The news: Amazon is adding a 5% fuel and inflation surcharge for sellers who use its fulfillment services, per CNBC, following in the footsteps of companies like Uber, FedEx, and Instacart. The fee will go into effect April 28, and applies to all product types. The surcharge will cost sellers 24 cents per unit.

Instacart has continued to expand in the country, now reaching 90% of households. The grocery delivery platform launched in Quebec in June 2021 with both English- and French-language options. It’s the first time the company has supported a non-English language user experience. Over a quarter of users in Quebec have opted for the French version.

At the same time: As retailers beef up their own shipping networks or partner with companies like Instacart and DoorDash that can offer rapid delivery, third-party logistics companies are struggling to keep up.