Amazon Trends & Statistics

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Will Instacart keep eating up grocery share?

Will Instacart keep eating up grocery share?

Article
Aug 30, 2022

Instacart jumped from 10.2% of US digital grocery sales in 2019 to 21.5% in 2020, taking over share as people pivoted to online grocery deliveries. Walmart has had the highest digital grocery share since 2020, which put it in good shape this past earnings season when consumers cut back on superfluous spending and sought grocery savings.

​​US grocery ecommerce players duke it out

Article
Aug 30, 2022

Once again, Walmart takes the No. 1 spot in our US grocery ecommerce sales forecast, but Instacart and Amazon are fighting for the second spot.

Bloomingdale’s store closure demonstrates why malls need to evolve

Bloomingdale’s store closure demonstrates why malls need to evolve

Article
Aug 29, 2022

Malls need to change: As department stores right-size and shift to smaller formats, mall operators need new types of businesses to drive people to their shopping centers.

Retailers take union-busting to new heights

Retailers take union-busting to new heights

Article
Aug 26, 2022

Retailers take aggressive action to stem the tide of unionizations: Starbucks, Amazon, Trader Joe’s, and more are closing stores, delaying negotiations, and pursuing dogged legal action to keep unions from making headway.

Visa and Mastercard’s UK card fee buck-passing doesn’t quite hold up

Article
Aug 26, 2022

Visa and Mastercard blamed fraud and intensifying competition for higher post-Brexit cross-border fees in responses to the UK Parliament.

Walmart spearheads EV deliveries with Canoo pilot project

Walmart spearheads EV deliveries with Canoo pilot project

Article
Aug 25, 2022

Walmart finds its EV Canoo: The retailer’s fleet of 4,500 EVs could grow into 10,000 as the company looks to achieve zero emissions. Retail and logistics companies could lead the transition to EV deliveries.

Amazon halts its UK grocery store expansion as sales disappoint

Article
Aug 22, 2022

Amazon pauses its UK grocery store expansion: Disappointing sales and stiff economic headwinds at its 19 Amazon Fresh locations drove the retail giant to halt its plans to open hundreds more sites.

Apple’s September return to office could lead to industry-wide mandates

Article
Aug 17, 2022

Apple’s return to office could kickstart industry mandates: Companies are heading into their busiest quarter, requiring all hands on deck. Job uncertainty could complicate employees’ shift from remote to office work.

Walmart beats expectations in Q2 as inflation drives shoppers across income brackets to seek deals

Walmart beats expectations in Q2 as inflation drives shoppers across income brackets to seek deals

Article
Aug 17, 2022

Inflation gives Walmart a chance to shine: The retailer’s emphasis on value and low prices is attracting both low- and high-income shoppers and enabling it to retain grocery dominance.

Economic uncertainty heightens need for cost-effective online pharmacies like Amazon Pharmacy, CVS Caremark

Economic uncertainty heightens need for cost-effective online pharmacies like Amazon Pharmacy, CVS Caremark

Article
Aug 16, 2022

Amazon and CVS Caremark are among the top online pharmacies as consumers look to save time and money on their meds—which will outlast the period of economic uncertainty.

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Spotlight: Mercado Libre Forecast 2022

Spotlight: Mercado Libre Forecast 2022

Report
Aug 16, 2022

In Latin America, Mercado Libre is reaping the benefits from consumers’ embrace of ecommerce. This year, we expect its regional ecommerce business will grow by 23.0% to nearly $35 billion, representing more than $1 in $5 spent on retail ecommerce in the region.

A rapidly surging market for US digital retail media

A rapidly surging market for US digital retail media

Article
Aug 15, 2022

US digital retail media ad spending will reach $61.15 billion by the end of our forecast period in 2024. This is nearly triple the 2020 figure of $20.81 billion and represents a compound annual growth rate (CAGR) of 30.9% in that four-year span.

Analyst Take: Revisiting Insider Intelligence’s 2022 retail trends amid the era of uncertainty

Analyst Take: Revisiting Insider Intelligence’s 2022 retail trends amid the era of uncertainty

Article
Aug 15, 2022

In December 2021, Insider Intelligence analysts published their top five retail trends for 2022, detailing our predictions for the upcoming year. But 2022 has been anything but predictable. In this Analyst Take, we revisit those trends to find out what’s changed, what’s stayed the same, and how we’re thinking about five of retail's biggest trends amid this era of uncertainty.

The Daily: The social determinants of health, Amazon buys One Medical, and CVS wants Signify Health

Audio
Aug 15, 2022

On today's episode, we discuss how a person's health is driven by social determinants and some examples of investments in health programs and their outcomes. "In Other News," we talk about why Amazon bought One Medical and why CVS is interested in acquiring Signify Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.

The Daily: The most interesting thing about Amazon, Facebook leaves live shopping, and the Nike Style store

Audio
Aug 12, 2022

On today's episode, we discuss the most interesting thing about Amazon's recent performance, how its ad business is fairing, and why the retail giant bought a robotics company. "In Other News," we talk about why Facebook is moving away from live shopping and what to make of the new Nike Style store. Tune in to the discussion with our analyst Andrew Lipsman.

Record-high deal, layoffs, robust fundraising, and product tease show robotics sector volatility

Article
Aug 11, 2022

For the love of bots: Economic uncertainty and continued supply chain angst aren’t stopping the robotics sector from making science fiction a reality. With bots permeating society, ethics battles will follow.

What’s driving growth in mcommerce?

Article
Aug 11, 2022

Building on momentum from a significant pandemic bounce, mcommerce sales continue to grow, albeit at the lowest rate in years.

Breaking down Amazon’s Roomba acquisition

Breaking down Amazon’s Roomba acquisition

Article
Aug 09, 2022

Amazon’s Roomba acquisition is a data privacy nightmare: Regulators are worried that Amazon, which already has eyes and ears in consumers’ homes, will now be able to map and monitor those homes.

Over 60% of US online shoppers start their product search on Amazon

Over 60% of US online shoppers start their product search on Amazon

Article
Aug 09, 2022

When it comes to online shopping, 61% of US consumers begin their product hunt on Amazon, close to half on a search engine like Google, and 32% on Walmart.com.

US Mcommerce Forecast 2022

US Mcommerce Forecast 2022

Report
Aug 09, 2022

Mcommerce sales will continue to rise, growing to over 40% of total ecommerce sales. But the market is slowing down overall, and the days of high double-digit growth are coming to an end.

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