One of the unique qualities of retail media advertising is the ability to use closed-loop attribution, tying ad engagements to sales. This is possible because the same company is running the ad and selling the product advertised. Brands often look to Amazon and Walmart.com because those sites facilitate closed-loop attribution—and with the ongoing disruptions to digital identity, this tool will likely provide even greater advantages to those who use it.
In our first ever forecast for Prime Day, we expect that Amazon will generate $9.91 billion in worldwide sales, including $6.17 billion in the US.
Amazon Prime Day promises to be different in 2020 amid the backdrop of a pandemic, major shifts in consumer spending patterns, and a later-than-usual event timing.
Amid 2020’s grim retail environment, ecommerce stands out as a bright spot. By now, the story is well known: US buyers have turned to online retailers like Amazon and Walmart in record numbers, mostly to avoid shopping in crowded places or because their local stores were closed.
Business Insider Intelligence research analyst Daniel Keyes and eMarketer principal analyst at Insider Intelligence Andrew Lipsman discuss the future of grocery and why Instacart is leading the charge. They then talk about lululemon's magical Q2, what Amazon's latest wearable can do that others can't, and how Peloton's new equipment fits into its overall strategy.
From the onset of the pandemic, US consumers shifted to ecommerce for essential goods and personal care products, which has kept CPG digital ad spending afloat. We expect the industry to increase its digital ad spending 5.2% to $19.40 billion this year.
eMarketer principal analysts Mark Dolliver and Debra Aho Williamson, senior forecasting analyst Oscar Orozco and vice president of content studio at Insider Intelligence Paul Verna discuss the latest TikTok news, how much current events should be referenced in ads, Peacock's new voice ads, a local TV station streaming service, Amazon getting really close to drone deliveries, how far we are from actual flying cars, and more.
eMarketer principal analysts Mark Dolliver and Nicole Perrin and junior analyst at Insider Intelligence Blake Droesch discuss whether TikTok will get banned or bought by someone (like Microsoft), Australia making big tech pay for media, "Prime Gaming," digital revenues exceed print at The New York Times, appealing to the LGBTQ+ community in ads, who gave America it’s most popular chocolate and more.
eMarketer principal analysts Andrew Lipsman and Nicole Perrin and senior forecasting analyst at Insider Intelligence Cindy Liu discuss Amazon's impressive Q2. They then talk about Walmart delaying its loyalty program, closing stores on Thanksgiving, its new ad measurement tool and what to make of some corporate job cuts.
eMarketer principal analyst Nicole Perrin and forecasting analyst at Insider Intelligence Eric Haggstrom discuss Google's checkered Q2 earnings. They then talk about how Google plans to take on Amazon's online shopping dominance, the antitrust investigation into Google, and what would happen if Google tracked people after they asked it not to.
eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch and vice president of content studio at Insider Intelligence Paul Verna discuss the main takeaways from the recent big-tech antitrust hearing; how CBS All Access is beefing up; how much sports can help advertisers this year; the effectiveness of ads during a pandemic; what a Twitter subscription service might look like; how high one could jump on Mars and more.
Grocery ecommerce is having a moment. Already at an inflection point prior to the pandemic, the migration of essential goods to online has accelerated this trend by three or four years in the span of three or four months.
eMarketer research analyst Daniel Keyes, principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the emergent category of "luxury fitness" created by Nike, Peloton, lululemon and Apple. They then talk about Walmart's Prime competitor, Prime Day in the Fall and Amazon's Dash Cart.
The coronavirus pandemic has dramatically altered the US retail and ecommerce landscape, with varying impacts in retail category growth.
In light of the coronavirus pandemic, we have revised our US mobile ad spending forecast. This report puts the new numbers in context.
The retail divide among top performers and the rest of the market has been amplified by the coronavirus pandemic.
In a tumultuous year for advertising, every market we cover except China will experience a decline in ad spending, and Google will see its first ever contraction in digital ad revenues.
If the coronavirus pandemic has produced any winners in the retail sector, digital merchants are among that number.
China is the largest digital market in the world, leading all countries in terms of ecommerce, mcommerce and social commerce. It’s also home to many of the largest ecommerce conglomerates, including Alibaba and JD.com, who are generating sales at a scale that far exceeds that of companies in the US—including Amazon.
For the first time since we began estimating ad revenues at Google, the company’s net US digital ad revenues will decline in absolute terms. Facebook and Amazon will continue to grow but at severely depressed rates compared with earlier expectations.
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