Despite bankruptcy rumors, Carvana will be the fastest-growing retail ecommerce company in the US both this year and next year, according to our forecast. In second place this year is Chewy, signaling the strength of category-focused retailers.

Following GPT-4’s impressive introduction, everyone is racing to incorporate generative AI into their operations: Google launched Bard to some disappointment, Amazon entered the AI race, and Quora wants to create “the universal AI messaging client.” Here are the latest generative AI updates and what they mean for marketers.

US consumers are increasingly turning to Walmart.com, YouTube, Instagram, and TikTok to start their online shopping searches, according to Jungle Scout. Amazon, search engines, and Facebook have lost share since Q1 2022.

The risks and benefits of generative AI in healthcare: The AI craze is triggering mixed feelings in healthcare communities as tech players continue to tout their tools for healthcare tasks.

Walmart to sell Bonobos as digitally native D2C brands lose their luster: WHP Global and Express will acquire the brand for $75 million to shore up the latter’s business.

Amazon sees growth opportunities amid economic challenges: That's CEO Andy Jassy's key message in an optimistic letter to shareholders about navigating difficult terrain. (This article was written with the assistance of ChatGPT.)

Albertsons’ earnings beat expectations as debate over its acquisition by Kroger rages on: A wave of antitrust concerns from consumers, employees, suppliers, and government officials is putting the deal in doubt.

Few US merchants are selling goods on TikTok Shop: Many are reluctant to invest time and resources in the platform given the widespread speculation that it will be banned or sold.

While retail sales growth is expected to slow this year, ecommerce sales will grow by double digits to reach $1.148 trillion, buoyed by online grocery, health and personal care, and online resale. Here are five charts on the categories, retailers, and channels driving ecommerce growth

According to Piper Sandler’s 45th semi-annual survey of US teen consumers, Gen Z spending was up 2% YoY to $2,419 annually. We dig into some of the key findings from the survey and offer our perspective, including why Ulta Beauty is proof the “lipstick effect” is in full swing and how Amazon can keep up with platforms like TikTok.

Its falling valuation and tapering growth show that payment firms must work harder to build volume and attract customers.

Amazon will increase its share of US ecommerce sales in five product categories next year, per our forecast. The biggest gains will be in health and personal care, furniture and home furnishings, and apparel and accessories.

So far this year, there’s been Google versus Microsoft and TikTok versus … well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.

Healthy growth will obscure the upheaval that retail media’s evolution is causing. Retailers racing to think more like publishers—and brands trying to rethink the value of retail media—are feeling some strain.

A year in, Buy with Prime is struggling to attract retailers: Opposition from Shopify and UX limitations are keeping merchants away, despite the opportunity to reach Amazon Prime users.

Online fashion resale remains a fast-growing retail channel despite ongoing economic headwinds—and Gen Z is the driving force. How can brands and retailers venturing into fashion resale find success amid pullbacks on discretionary spending?

Gen Zs are more likely to start their shopping journey on TikTok than Google: They’re also less likely to cut back on discretionary spending, despite inflation.

In an unlikely collaboration, Zappos and Sephora join forces: The partnership gives Sephora access to Zappos’ considerable shopper base, but may benefit the latter more as demand for beauty grows.

On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.

As consumers continue to grapple with inflation and economic uncertainty, our inaugural forecast shows that the US resale market will remain one of the fastest-growing segments in retail.