As retail media evolves, ad placements off-site and in-store will help grocery advertisers reach shoppers in new and more engaging ways, but consumers may not be in a spending mood as credit card balances grow and savings accounts shrink. If Amazon can get grocery right, it may be able to fight off losing share to Walmart. But if the Kroger-Albertsons merger goes through, it could change everything.

The average Temu user spent 18 minutes per day on the company’s app: That’s nearly double the 10 minutes they spent on Amazon’s app.

Shein is moving ahead with its public debut, taking on some competitors (like Amazon and Temu) while teaming up with others (like Forever 21). Though a brick-and-mortar footprint doesn’t seem to be a part of Shein’s plan yet, it could take a cue from other fast-fashion brands, like H&M and Zara, and establish a physical presence to engage with offline shoppers.

In part two of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which car company Amazon could potentially acquire, how AI might land itself in hot water, and the next digital consumer privacy lawsuit. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

Prime Video gets its first major advertising partner: IPG Mediabrands will get first-look access to new ad formats when Prime Video debuts ads in 2024.

Amazon bets that Prime members will pay extra for free grocery delivery: The retailer is testing a grocery subscription add-on for $9.99 per month in its latest attempt to boost the appeal of its grocery business.

Our predictions for retail media networks, smart TV watching, and generative AI.

US ecommerce sales will grow 9.3% to reach $1.137 trillion in 2023, per our forecast, thanks to cost-conscious consumers looking for better deals and an increasing number of digital grocery buyers. As 2023 wraps up, ecommerce will go out on a high note, with online holiday sales growth outpacing brick-and-mortar sales.

Amazon to shutter Amazon Ad Server by 2024, focusing on growing other ad services: Reflects a strategic shift towards more promising advertising technologies.

TV ad spending is declining faster than we expected, but CTV is making up the shortfall, resulting in overall market growth.

On today's podcast episode, we discuss whether Uber's business is actually sustainable, how many Americans use ride-hailing apps, and what the ad opportunity is. "In Other News," we talk about whether there will be more—or fewer—self-checkout options by the end of next year and whether the world is ready to accept humanoid robots used by Amazon. Tune in to the discussion with our analyst Yory Wurmser.

As consumers look for quick and convenient ways to shop, the number of click-and-collect buyers in the US will rise to 150.9 million in 2024, representing 53.1% of the population, per our December 2022 forecast.

Thursday Night Football shows viewership metrics don’t say it all: Amazon’s Black Friday audience was far lower than expected, but DTC opportunities drove brand excitement.

Retail media just got even bigger. We recently updated our US retail media ad spend forecast to show higher growth than previously estimated, culminating in $109.40 billion in spend in 2027.

Gen Z favors a range of product discovery methods, cost-conscious spending patterns, and flexible payment options. Here are three crucial insights and actionable strategies to help brands capture Gen Z’s attention—and dollars—this holiday season.

Consumers have their environmental impact top of mind and it’s informing how they shop. Nearly 70% of consumers seek out brands that follow sustainable business practices, according to research from Amazon Ads.

On today's podcast episode, we discuss whether X (formerly Twitter) can recover from its latest debacle, if folks will start buying cars on Amazon, whether ad-free social networks are inevitable, companies potentially ruining "buy one, get one free" deals, United Airlines weighing using passenger data to target ads on planes, how people feel about tipping in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Bill Fisher.

It’s been a complicated year for advertising, punctuated by a slow first half of the year followed by better growth in the back half. Limited budgets mean brands have had to get creative. One form of creativity has been partnerships from names both big and small. Here are five that caught our eye.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover the future of AI devices, shopping Amazon from your social feed, what happens now that the Hollywood strikes are over, and how Amazon is expanding. Tune in to the discussion with this month's contestants: our vice president of Briefings Stephanie Taglianetti and analysts Evelyn Mitchell-Wolf and Carina Perkins.