Target is spending $100 million to expand its next-day delivery capabilities: The retailer plans to have at least six new sortation centers to make delivery cheaper, faster, and more efficient.

On today's episode, we discuss the significance of Amazon buying a primary care network, how ChatGPT did when it took the US Medical Licensing Exam, and what an Apple mixed reality headset could do to treat pain. "In Other News," we talk about health information being shared for advertising purposes and what to make of CVS buying Oak Street Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.

In the last quarter of 2022, Amazon increased its total net sales 9% YoY to hit $149.2 billion. But compared to the massive growth the company has experienced in the past, its Q4 results were a bit lackluster. From ad revenues to physical store sales, let’s take a closer look at how some of Amazon’s business units fared in Q4.

This report is a guideline to help marketers understand retail media through market size estimates, growth projections, and analysis of the complex landscape of buyers, sellers, and intermediaries.

Retailers start to test the waters of generative AI: While companies like Carrefour and Fanatics are using it to improve engagement, Amazon has concerns over data privacy.

Shopify delivered a stronger-than-expected Q4: But the company’s efforts to turn around its lackluster 2022 remain a work in progress due to the tough economic environment.

On today's episode, we discuss what to make of Amazon's 2% decline in online store sales, how to interpret its advertising service's 19% revenue growth, and why the company is rethinking its Amazon Fresh strategy. "In Other News," we talk about how Pinterest views the future of shoppable video and how malls are resurging. Tune in to the discussion with our analyst Andrew Lipsman.

Amazon reportedly laid off about 20% of Zappos’ workforce in January: The retail giant is cutting costs at Zappos and elsewhere as it recalibrates for slower growth.

As the nation readies itself for Super Bowl Sunday, let’s review how this year has gone for the NFL. The league’s ratings for the 2022–2023 season were down 3% from the prior year, and there’s one big reason to blame: Amazon’s Thursday Night Football. Despite the drop, sports leagues will continue to move full steam ahead with exclusive streaming deals while Amazon waits for consumers to catch up.

Amazon was the most downloaded mobile shopping app in the US in 2022 as its reach continued to grow. Closing in on Amazon was Shein at No. 2, followed by Walmart, Fetch, and Shopify’s Shop app.

Advertisers and marketers can’t afford to waste budget, so we foresee a partial shift away from display ads and renewed emphasis on search—with one big exception, retail media.

Generous returns policies have encouraged shoppers to buy online, but an unsustainable wave of returned goods is forcing retailers to rethink their strategies.

Retail layoffs garner headlines but they’re not the full picture: The number of people working in retail continues to grow—we break it down.

TikTok is competing with just about everyone, according to our analyst Jasmine Enberg. Its lower costs per thousand are helping it pull ad share away from platforms like Meta, while its appeal to Gen Z consumers is pulling search dollars away from Google and Amazon. But it can play nice too, a strategy the platform has had to adopt in Washington to avoid a total US ban.

Amazon’s revenues rose 9% in Q4: While the company’s highly profitable retail media business continued its upward trend line, ecommerce sales fell 2% YoY.

Amazon seems poised to beat its lowered expectations: While the retail giant predicted its slowest-ever holiday season growth, analysts expect the retail giant’s Q4 sales still rose 6% YoY.

Grocers are less willing to put up with price hikes as inflation eases: Whole Foods is the latest retailer to ask suppliers to lower prices to relieve pressure on consumers.

Buy with Prime launch could be a turning point for Shopify: The ecommerce platform raised prices and diversified its retailer appeal to protect revenues, but could still take a hit should merchants flock to its biggest rival.

Discovery—not influencers—is what separates TikTok and Amazon’s ecommerce businesses: The retail giant is trying to replicate TikTok’s success via its “Inspire” video feed.

On today's episode, we discuss how Amazon's Thursday Night Football rights deal performed this year, the placement of sponsor logos on team uniforms, and superimposing digital logos around sports arenas. "In Other News," we talk about what we expect will happen to TV advertising in the US in 2023 and what to make of Nielsen One Ads now that it's here. Tune in to the discussion with our analysts Paul Verna and Max Willens.