Though we’ve downgraded our retail media forecast, we anticipate the channel will experience double-digit growth through 2027. “I don’t think it’s an exaggeration to say that retail media is one of the most important and potentially most transformative ad spending channels in media right now,” said our analyst Max Willens.

Walmart sees growth opportunities regardless of the macroeconomic environment: The retailer looks to boost its international sales, improve its digital presence, and expand its retail media business.

This year, US consumers will pay over $35 billion in retail membership fees, according to our forecast. Some 53% of that will go to Amazon, making it by far the biggest player.

Social media and TV are the top channels that consumer packaged goods (CPG) consumers use to find new products, but in-store still plays an important role in product discovery. Meanwhile, Amazon and Walmart are fighting to capture share of CPG product searches, though in-store consumers are more likely to turn to Google for help.

The 15 biggest US ecommerce players aren’t a surprise (here’s looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

Amazon is the top dog of US retail, accounting for 37.6% of all US ecommerce sales this year for a total of $431.11 billion dollars, according to our forecast. While the giant has a successful stronghold in many US industries, Amazon isn’t dominant everywhere, especially as it pertains to a physical footprint and getting consumers comfortable with its elite tech. Here are a few areas Amazon hasn’t overtaken—yet.

The rise of shopping apps selling ultralow-cost goods from China is drawing more value-driven US consumers. But are their strategies sustainable over the long term?

It’s getting hard to ignore the organized retail theft problem: Home Depot, Walmart, and Target are among the retailers ringing alarm bells about the growing crime issue.

Retail media provides a significant boost to Instacart’s bottom line: The company’s advertising business reportedly grew 30% last year to $740 million.

Walmart lags behind Amazon in total ecommerce sales, retail media ad dollars, and retail subscriptions. But there may be ways for it to minimize the gap in certain areas, namely search and AI capabilities.

Worsening economic conditions will take their toll on Latin America’s digital ad market this year. Despite gains of 12.7%, digital ad spending will fail to outpace the rate of inflation for the first time since we began tracking the region in 2011. Here are our latest forecasts.

Amazon and big-box stores are likely to win from Bed Bath & Beyond’s collapse, while fast-fashion retailers could score displaced David’s Bridal customers. But keep a lookout for underdogs like Etsy, which may bring in shoppers looking for personalized party supplies in Party City’s absence.

Mobile and video formats will be key to a recovering ad market in the years ahead.

The mega-retailers want to offer the instant payments rail as an alternative to fee-laden cards

Shoppable media is gaining momentum as brands look for ways to narrow the gap between discovery and purchase. Just this month, Pinterest, NBCUniversal, Meta, and Yahoo announced shoppable media updates. From AI to QR codes, we dive deeper into these developments and why they may give companies an edge.

Marketplaces are fighting for the crown in US ecommerce. Though Amazon remains solidly atop ecommerce sales, Walmart and Shopify are attempting to carve into Amazon’s revenues. Here are the latest updates in ecommerce, advertising, and partnerships from these major players.

The way advertisers think about TV is changing as it shifts from linear to ad-supported streaming. Here are three developments shaping TV ad measurement, streaming behaviors, and consumer targeting.

Payment service providers competing to serve small and medium-sized businesses have a new opportunity to win them over with cutting-edge payment, cash flow, capital, and marketing tools.

As apparel retailers grapple with consumers’ pullback in discretionary spending, a few common themes are emerging. Some are refocusing on core consumers while others are experimenting with cutting-edge technologies.