Walmart Trends & Statistics

EMARKETER offers market research, trends and statistics for a variety of topics and industries. Here you will find a collection of reports, articles and other resources for Walmart
Stablecoin Explainer 2026

Stablecoin Explainer 2026

Report
Mar 02, 2026

Stablecoins are moving from crypto rails to mainstream payments infrastructure. Regulatory support and institutional investment are accelerating adoption, but consumer trust gaps, fragmentation, and liquidity risks pose near-term hurdles for digital payments.

FAQ on Gen Alpha: How marketers can reach this generation in 2026

Article
Feb 26, 2026

This FAQ explores how marketers can reach Gen Alpha amid tightening privacy rules and growing household influence.

FAQ on loyalty programs: Closing the customer retention gap in 2026

Article
Feb 25, 2026

This FAQ explores the main types of loyalty programs and how retailers can use them to drive lasting customer relationships.

First-party data limitations in retail media will become unavoidable in 2026

Article
Feb 23, 2026

Retail media networks rely heavily on first-party data, but those datasets capture only part of the customer journey. As advertisers push for broader reach and measurement, gaps in that data are becoming harder to overlook.

It’s never too early: What’s ahead for the 2026 holiday season

Article
Feb 23, 2026

“Returns are in, brands are sharing how the holidays really performed on investor calls, and before we know it, we're going to start planning for the next cycle,” said our analyst Suzy Davidkhanian on a recent episode of “Reimagining Retail.” As retailers wrap up their analysis of the 2025 holiday season and begin planning for 2026, here’s how consumer behaviors are evolving across channels and what this means for future holiday strategies.

Target leans on Levi’s to reclaim style credibility

Article
Feb 23, 2026

The retailer is betting on Levi’s brand heat to lure shoppers, while the denim company expects Target’s reach to support its lifestyle ambitions.

Ecommerce drives Walmart’s growth as delivery speeds rival Amazon

Article
Feb 19, 2026

Nearly 25% of US sales are now online, fueled by speed and scale

Walmart’s global ad business rises 37% on retail media and CTV gains

Article
Feb 19, 2026

Walmart’s ad business is entering its scale phase: Growth is moderating, but monetization is broadening across search, display, offsite, and CTV.

TikTok Shop pauses fulfillment overhaul after seller backlash

TikTok Shop pauses fulfillment overhaul after seller backlash

Article
Feb 18, 2026

The marketplace is pausing plans to force merchants to use its fulfillment services after considerable backlash.

Sam’s Club finds growth in China’s sluggish retail market

Article
Feb 17, 2026

The warehouse club’s pursuit of wealthier shoppers, localized product strategy, and competitive pricing are driving outsize growth.

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Estée Lauder sues Walmart over alleged counterfeits on its marketplace

Article
Feb 11, 2026

Estée Lauder sued the retailer over counterfeits, alleging lax oversight.

Infopack: Grocery Forecast 2026

Infopack: Grocery Forecast 2026

Report
Feb 11, 2026

US grocery ecommerce will continue to grow through 2029, but at a slower pace as the market matures and in-store sales remain dominant. As growth cools, delivery, retailer-owned channels, and a few larger players will lead the gains.

eBay’s agent ban signals the next battle in agentic commerce

Article
Feb 11, 2026

On February 20, eBay’s updated user agreement goes into effect, banning third-party AI agents that autonomously buy for consumers, targeting the emerging “buy-for-me” tools designed to handle discovery, decisioning, and checkout.

5 Inflection Points That Will Define US Retail

5 Inflection Points That Will Define US Retail

Report
Feb 09, 2026

Retail is entering a more complex, multichannel era, testing retail media strategies as a result. In this video, Principal Analyst Sarah Marzano examines the structural shifts reshaping how consumers discover and purchase, and what those changes signal for growth.

US Consumer Payment Method Trends 2026

US Consumer Payment Method Trends 2026

Report
Feb 06, 2026

In 2026, economic uncertainty is quietly reshaping consumer payment behavior, driving shifts across cards, cash, BNPL, and emerging alternatives as households adapt how they manage spending and access liquidity.

US Fashion Ecommerce 2026

US Fashion Ecommerce 2026

Report
Feb 06, 2026

US fashion ecommerce is maturing just as AI, social commerce, and resale gain traction. Slower growth and costly returns are raising the stakes, reshaping how consumers discover, decide, and buy.

Amazon’s Q4 ad revenue growth outpaces Google as it spends heavily on AI

Article
Feb 05, 2026

Amazon’s strong Q4 results were tempered by uncertainty as a $200 billion 2026 spending plan rattled investors.

Companies court high-end spenders as inflation bites

Article
Feb 04, 2026

Brands court affluent consumers with upgrades while discounting to retain price-sensitive buyers, hedging for the next rebound.

Brands bet on wellness to offset consumer pullback

Brands bet on wellness to offset consumer pullback

Article
Feb 02, 2026

Brands from PepsiCo to Ulta are leaning on wellness framing to nudge cautious consumers to spend.

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