Amazon and Walmart follow a similar playbook: The retailers use exclusive access to events like Prime Day and Walmart+ Early Access to showcase the value of their membership programs.

Thanks to its growing retail media business, Walmart keeps its top spot on our “Unofficial Most interesting Retailers List” for April 2024. Meanwhile, newcomer Home Depot and returning member TikTok Shop make the list for equipping advertisers with more data.

Ad spending will rebound in 2024, as mobile formats continue to dominate and areas like connected TV and retail media drive renewed growth.

Amazon rolls out US grocery subscription as it tries to halt Walmart’s momentum: But the offering’s high cost relative to those of competitors could limit its impact on Amazon’s grocery business.

On today's podcast episode, we discuss how concerned we should be about AI-driven mass unemployment, how ad industry jobs will change, and the ways in which AI will affect a persons workday. "In Other News," we talk about what to make of Apple's AI strategy and the AI measurement problem. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

On today's podcast episode, we discuss what happens when GenAI hits the turbo button on economic growth, the next major shift AI is going to create, and the biggest concerns regarding an AI-powered injection of this magnitude. "In Other News," we talk about why Amazon is pouring more money into AI company Anthropic and what happens when ChatGPT steps into the physical world. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

On today's podcast episode, we discuss why Amazon is pulling back from "Just Walk Out" technology, how the Atlantic magazine turned things around, what will ignite TV shopping, whether LinkedIn testing TikTok-like videos is a good move, what science says about how to be happy, and more. Tune into the discussion with vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.

Nearly a third (32%) of US consumers decreased online spending in Q1 2024, according to Jungle Scout’s latest Consumer Trends Report. Here are five insights into how and where consumers shopped over the first quarter of 2024.

Amazon will account for 40.4% of US retail ecommerce sales or a total of $491.65 billion this year, according to our February 2024 forecast.

Sales growth for cosmetics and beauty will increase at more than twice the rate online than through physical retail channels this year, according to our February 2024 forecast. While ecommerce is stealing market share, its sales only tell a portion of the buying story. Physical stores are still key to discovering beauty products and brands, finding the right shades, and testing formulations—and Walmart is making use of its omnichannel footprint to take advantage. Here’s how.

Gen Zers and young millennials are the most likely to splurge on beauty in 2024—but their path to purchase is anything but straightforward.

Among subscription video streaming services, Amazon Prime Video has the highest share of ad-supported viewers, while Netflix has the lowest.

Retail media complicates price talks between retailers and suppliers: Hardline tactics like pulling products from shelves can make brands reluctant to invest in RMNs, forcing concessions.

Amazon accounted for 80% of marketplace sales, 40% of ecommerce sales, and 4% of retail sales in the US in 2023, per Marketplace Pulse.

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Amazon takes the bells and whistles out of its brick-and-mortar grocery experience: Amazon Fresh stores will no longer feature Just Walk Out as the retailer focuses on making its stores more inviting.

More consumers are shopping online for household essentials, including food and beverages and health, personal care, and beauty products. The two categories are expected to see the most growth in their share of ecommerce sales from now until the end of our forecast period in 2028. Here’s a closer look at the state of US ecommerce, why household goods are fueling the market, and the consumer behavior steering it all.

Two weeks have passed since Amazon’s Big Spring Sale, but its success is unclear. Amazon’s first-ever Big Spring Sale took place from March 20-25, offering discounts on seasonal items like spring fashion, fitness products, and cleaning and yard work essentials.

Clinique is the latest prestige beauty brand to make the leap to Amazon: The partnership signals the retailer’s growing clout. It’s set to overtake Walmart as the US’ top beauty retailer by 2025.

Here’s what a TikTok-less America would look like for marketers, users, and creators, based on our latest forecasts.