Walmart was the biggest US retailer by US sales in 2022 with nearly $500 billion in sales, more than double the size of runner-up Amazon, according to the National Retail Federation.

Most consumers use online marketplaces to find products, but the number who are browsing in-store or on social media is growing. Retailer websites are where customers go for product research. And when it comes to purchasing, price and delivery options are the most important factors.

Walmart taps B2B to grow its margins: The retail giant is adding new products and tools to Walmart Business to attract more B2B customers and drive loyalty.

Prime Day advertising had a higher ROI than last year: Amazon worked out kinks from 2022’s event that will help it secure relationships with sellers.

Retail media has transitioned from its 1.0 era, defined by on-site search and sponsored product ads, into the era of retail media 2.0, which consists of a mosaic of ads on-site, in-store, and across other media channels. “The opportunity gets much bigger, but realizing the opportunity also gets a lot more complex,” our analyst Andrew Lipsman said on “Behind the Numbers: Reimagining Retail.”

Amazon’s BNPL partners—Affirm and Citi—likely benefited from growing consumer demand for the tool

Amazon had another record Prime Day: While shoppers spent enthusiastically, their price consciousness was on full display as BNPL usage, comparison shopping increased.

Ad spend across digital channels has been mixed so far this year, with spend on social networks slowing and connected TV spend boosted by new ad-supported subscription tiers. Meanwhile, retail media is diversifying at a rapid rate as nonendemic retailers get in the game

Amazon Prime Day is off to a good start: Average order size so far is up over 7.7% compared with 2022; we expect total sales to top $8 billion.

Nearly 175 million adults in the US will use Amazon Prime this year, making up 65.9% of the US adult population, according to our forecast.

TikTok aims to generate $20 billion in sales via TikTok Shop, and is expected to launch its own US ecommerce store soon. The platform is also leveraging new search features to become a hub for retail ecommerce. TikTok is also pushing new AI ad tools, and getting involved in a host of new media ventures. Here’s what the platform has been up to over the past month.

Google continues to lose ground to Amazon: Amazon is holding steady as shoppers’ search engine of choice for products, even as TikTok and other social platforms attract Gen Z consumers.

Cosmetics and beauty make up a nearly $100 billion industry in the US, and next year more than one-fifth of those sales will come from ecommerce, according to our forecasts. In order to win over beauty shoppers, and Gen Z ones in particular, brands need to pay close attention to where their digital ad dollars go. Here are five charts to help you out.

Computer and consumer electronics purchased during the pandemic are due for an upgrade, which is good news for Amazon and retail as a whole. But besides that possible bright spot, this year’s Prime Day event will likely be “unremarkable” as other retailers steal Amazon’s spotlight.

TikTok aggressively courts sellers: The company aims to grow its social commerce sales by offering merchants free listings and shipping, along with zero commissions.

On today's episode, we discuss how time spent on smartphones is changing, what people do on different devices, and what digital time spent in your car might look like. "In Other News," we talk about the significance of Amazon's Sidewalk network and what to make of two new pieces of potential AI legislation. Tune in to the discussion with our analyst Yory Wurmser.

US ecommerce marketplaces will account for $384.57 billion in sales this year, a growth of 10.2% over 2022, according to our forecast. That growth will accelerate through the end of our forecast period in 2027, at which point sales will surpass $600 billion. “Amazon has really written the playbook for operating a successful marketplace in the US,” said our analyst Sky Canaves. Here’s a closer look at how the three biggest US ecommerce marketplaces stack up.

Retail media, connected TV (CTV), and search will play key roles in the future of digital advertising. This shift has retailers like Amazon aiming to expand CTV and social network companies like Meta leaning into search. Here are five predictions, according to our analyst Andrew Lipsman, that were shared during our virtual summit earlier this month.

H&M will sell more third-party brands to head off competition from Shein: The fast-fashion company is the latest in a long line of retailers to turn to marketplace sales for growth.

Big retailers are accumulating assets from across the healthcare ecosystem. This includes adding pharmacy and health insurance capabilities, as well as provider services such as home health, telehealth, primary, specialty, and urgent care.