Retail media advertising is the next big trend in digital advertising, driven by the surge in ecommerce spending and brands’ desire to target consumers close to the point of purchase.

US digital grocery sales grew 63.9% year over year during the pandemic in 2020. In 2021, sales will reach $122.39 billion. This report details the emerging trends in digital grocery and the implications for key players in the space.

Walmart Inc. will outsell Amazon in the US digital grocery market this year, generating $35.38 billion in sales over the ecommerce giant’s $29.12 billion.

When Amazon starts a new business, competitors scrap business plans and markets shudder. We examined 19 of Amazon’s divisions to help parse how the company fuels its flywheel to keep driving the virtuous cycle.

Before the pandemic, 84% of US adults shopped for groceries in stores, but as of June 2021, that number's slipped down to 70%.

Walmart edged out Amazon in 2020 as the leading US grocery ecommerce retailer. We expect Walmart to continue outselling Amazon in grocery ecommerce sales through our 2023 projections.

Instacart's growth exploded in 2020, with sales increasing by 229.7% over 2019, for a total of $23.42 billion. But by the end of 2021, the grocery delivery company's sales will grow by a comparatively small 11.3%, which is in line with market norms.

Walmart outsells Amazon in this key category

Trading infrastructure fintech DriveWealth reached a $2.85 billion valuation thanks to the retail investing boom—and we expect it will add crypto trades and embed investing on nonfinancial platforms to drive future growth.

John Lewis will leverage its trusted brand and larger customer base to launch a robo-advisor with JPMorgan-owned Nutmeg, reducing its reliance on brick- and-mortar to drive revenue.

Amazon's department stores will let it offer more categories under one roof: The model gives Amazon an advantage for in-store purchases like clothing and apparel.

Walmart’s strong retail media business may help it compete with Amazon: Soaring revenues and more advertisers than ever bode well for the big-box retailer’s future.

The retail giant’s new job opening for a crypto experts suggests it’s looking to enable crypto payment acceptance and build out its fintech business.

In 2021, Amazon will account for 41.4% of all US retail ecommerce sales. The tech giant will contribute more than 50% of US growth in online sales from 2019 to 2021. We estimate Amazon’s ecommerce sales will rise by $168.53 billion in that time frame, to reach a staggering $386.40 billion by the end of this year.

Telehealth wasn’t the only healthcare service to benefit from pandemic-induced lockdowns and restrictions in 2020. Retail health clinics—health centers located in retail stores—have grown in popularity as a convenient way to access simple health services.

If the new $9.95 fee rolls out nationally, it could help cover Amazon’s expenses—but perhaps at the cost of dominating the US online grocery market as rival Walmart nips at its heels for the lead

Co-brand card issuers and brand partners have an opportunity to reimagine their offerings in the pandemic’s wake. Leaning on newfound digitization and shifting spending habits can help providers tailor their offerings in ways that widen their net, grow volume, and appeal to the maximum number of customers.

Online grocery sales will surpass $100 billion in the US this year, per our forecast, but traditional grocers may not see as much of that spending as the major ecommerce players are.

here Etsy outperforms Amazon

Nonstore retailers like Amazon and Wayfair, which operate solely online, are dominating the US ecommerce market.