On today's podcast episode, we discuss whether Facebook actually has a young person problem, what will be the most popular kinds of interactive ads, if Amazon’s ‘Just Walk Out’ cashierless technology has found a new home, can a ‘Spotify for news’ like service work, where Americans are moving too in the country, and more. Tune into the discussion with analysts Evelyn Mitchell-Wolf and Max Willens, and vice president of Briefings Stephanie Taglianetti.

Microsoft, Oracle, and others are expanding data centers to meet AI demand, despite concerns over delayed profits.

The creator economy, plus CTV and commerce media more recently, have made affiliate marketing more visible among marketers.

Kroger benefited from shoppers’ deal-seeking behaviors in Q2: Despite a difficult operating environment, the grocer won over consumers with lower prices and expanded private label selections.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

Three in four consumers are concerned about fake reviews, according to January 2023 data from Bazaarvoice. Amazon and other retailer websites have a fake reviews problem, and it’s driving consumers—Gen Zers in particular—to seek information about products on social media sites like TikTok and Reddit.

Amazon Fresh doubles down on affordability as shoppers focus on cost: The retailer will roll out Prime-exclusive discounts on over 3,000 products and a new private label as it tries to narrow the gap with Walmart.

It’s a concerning buildup for one month, but it merits some skepticism—consumers may be faring better than one data point suggests

Consumer-facing tech in stores is rapidly evolving. Retailers must prioritize investments carefully to maintain already implemented tech—and explore interesting (but largely untested) innovations.

Oracle’s 13% revenue jump reflects the success of its multi-cloud strategy and major partnerships, positioning it as a leader in enterprise cloud services.

Amazon and Walmart are search advertising’s growth engines: The latter is a distant second to the former, accounting for nearly 4 in 10 non-Amazon retail media search ad dollars this year.

A truncated holiday spending period with fewer days between Thanksgiving and Christmas and the election will throw a curveball to retail sales this season, our analyst Sky Canaves said on an episode of the “Behind the Numbers: Reimagining Retail” podcast. In-store retail will see healthy growth, consumers will continue holding back on splurges, and mobile will uplift overall ecommerce. Here are three trends we’re predicting for the upcoming holiday season.

Amazon and Walmart scoop up beauty sales as shoppers search for convenience: Our Industry KPIs data shows that the two account for the majority of purchase intent clicks in the beauty and personal care category.

The Trade Desk is developing a CTV operating system: Its ambitions could trigger a new age in CTV advertising and potentially upend the balance of power.

48% of US retail business decision-makers say video ads drive the biggest return on ad spend (ROAS) on Amazon, according to March 2024 data by Zogby Analytics and Feedvisor.

When it comes to retail memberships, Amazon is the leader, boasting 97.2 million household Amazon Prime members across the US, nearly three-quarters of the country’s total households, per our forecast. Taking a page from Amazon’s playbook, retailers like Walmart, Best Buy, and Target are using their own members-only sales events to build out their retail memberships.

Walmart’s digital ad revenue grew 26% in Q2 2024, ahead of Amazon’s 20% growth, according to the company’s earnings.

Digital technologies are reshaping customers' in-store payment experience. Here’s what payment providers must know about in-store payment digitization trends.​

Amazon received 236.9 million unique US visitors in June 2024, according to Comscore. It far exceeded Walmart in second with 137.2 million unique visitors.

Retailers faced no shortage of challenges in the first half of the year as elevated interest rates, the lingering effects of inflation, and a loosening labor market weighed on consumer spending. In this report, we’ll contextualize our coverage of retailers’ Q2 revenues across four key verticals: department stores, home, mass merchants, and off-price.