Amazon is on track for its first-ever $100 billion holiday season, boosted by its unbeatable delivery speeds, while click and collect gives Walmart an omnichannel edge, and Temu draws in price-conscious consumers. Plus, TikTok and mobile apps help retailers connect with consumers and stand out among the competition.

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 how Amazon's second Prime Day got on, how Americans feel about AI rules, and all the ways Netflix is trying to make money. Tune in to the discussion with this month's contestants: our analysts Sky Canaves, Daniel Konstantinovic, and Yory Wurmser.

Amazon is growing into an advertising titan: The company’s ad revenues jumped 26% in Q3 thanks to football and a strong hold on retail media.

With the ascent of Chinese ecommerce disruptors and the ongoing rivalry between Amazon and Walmart, the upcoming holiday season is expected to bring some big shifts. Some of those shifts include the lessening of Cyber Five’s importance and retailers losing focus on profitability, said our analysts Jeremy Goldman and Zak Stambor on a recent episode of the “Behind the Numbers” podcast.

On today's podcast episode, we discuss what social networks can't stop getting wrong, whether Amazon can make its app fun, if enough people care about voice assistants, whether Uber's "Return a Package" feature will take off, how AI may change entrepreneurship, which music format has made the most money for the music industry in the past 50 years, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

The UK’s resale economy is thriving as shoppers look to save money and live more sustainably. Retailers and brands need to act—or risk losing out.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how Amazon's second Prime Day performed and whether it's really a holiday sale. Then for "Red-Hot Retail," our analysts give us some spicy predictions about the 2023 holiday season. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Zak Stambor.

Netflix’s time spent exceeds its ad revenues the most. YouTube leads in time spent and ad revenues. Amazon will make a big splash in streaming advertising.

Retailers look to redefine the customer experience: That’s leading them to invest in immersive experiences such as AR, VR, gamified social shopping, and AI-enabled personalization.

Amazon merchants could give it a leg up in the AVOD race: The company has offered to fund ad production for brands that buy at least $15,000 in video commitments.

The US audience for voice assistants is nearing a milestone: 150 million users. Read on for figures from our latest forecast, including how many people are using smart speakers and how they use them.

Among major streaming services, Netflix’s time spent share exceeds ad revenues the most, indicating it has the most room to expand.

Ecommerce sales will return to double-digit growth this holiday season amid a backdrop of healthy consumer spending.

Amazon and Walmart build out their delivery infrastructure: Both companies look to boost the speed and efficiency with which they fulfill shoppers’ online orders.

Prime Big Deal Days exceeded Amazon’s expectations: While shoppers focused on cheaper essentials, the retailer showcased its supply chain capabilities.

On today's podcast episode, we discuss why shopping on Amazon is changing, the proposal of ad-free TikTok and Instagram subscriptions, how much Amazon's AI chatbot shopping assistant can move the needle for customers, whether Toys-R-Us can make a successful comeback, the share of women in leadership roles and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

Gen Z teens cut spending in response to inflation: Shoppers in this cohort are shopping more often at off-price and ecommerce retailers to save money, although the beauty category is as resilient as ever.

On today's podcast episode, we discuss how much ad spending will grow this year, whether there are more reasons to be optimistic or pessimistic about consumer spending, and what today's most interesting ad spending trends are by media and company. "In Other News," we talk about a deal to bring video ads to Spotify’s app on Roku and how Amazon's second year of streaming Thursday Night Football is going. Tune in to the discussion with our analyst Paul Verna.

On today's episode podcast, in our "Retail Me This, Retail Me That" segment, we discuss why Amazon is struggling to get Amazon Fresh off the ground, what it has going for it, and what would happen if Amazon broke out a separate subscription for grocery. Then for "Pop-Up Rankings," we rank the other players that could offer lessons on how Amazon Fresh could compete with Walmart. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Schilling.

Recently, Walmart rolled out a suite of new features at its first-ever seller summit, including enhanced fulfillment and logistics services for merchants. As Walmart attempts to challenge Amazon’s marketplace dominance, integrating fulfillment allows it to take advantage of its physical footprint for a more comprehensive marketplace offering.