Amazon sits at the top of US ecommerce, accounting for 37.6% of sales this year, according to our forecast. In addition to generating billions of dollars in sales, Amazon’s ecommerce business propels its other ventures, including retail media and B2B ecommerce. By harnessing the power of generative AI, Amazon could leave its retail competition even further in the dust, and possibly catch up to the Google and Meta duopoly.

Evolving consumer behavior and easing regulations are opening new pathways for long-term growth.

The brands built on their previous BNPL partnerships, bringing Affirm’s product to Amazon Pay to grow the buy button’s reach

Prime Video mulls ads, but football paints a worrying sign: The streaming service is planning an ad-supported tier despite its video ad growing pains.

On today's episode, we discuss what to make of Apple's Vision Pro, the company's newly announced mixed reality (MR) goggles; how AI could improve shoppable TV; why retailers and customers aren't on the same page; how ads on the New York subway are changing; how Amazon plans to deliver packages to folks even faster; how long it actually takes to play a baseball game; and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

Though there’s still a ways to go, retail media is evolving toward a system that’s media- and retailer-agnostic, offering unfettered visibility and optimization potential, increased transparency, and better outcomes for retailers, advertisers, and consumers.

“If you want to dominate the digital landscape, you’ve got to win or be a clear leader on the three core pillars: media, advertising, and commerce,” our analyst Andrew Lipsman said during our recent “Attention!” summit.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

Though we’ve downgraded our retail media forecast, we anticipate the channel will experience double-digit growth through 2027. “I don’t think it’s an exaggeration to say that retail media is one of the most important and potentially most transformative ad spending channels in media right now,” said our analyst Max Willens.

This year, US consumers will pay over $35 billion in retail membership fees, according to our forecast. Some 53% of that will go to Amazon, making it by far the biggest player.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss exactly how much of the retail membership market Amazon Prime has gobbled up, whether Walmart+ is even competing with Amazon, and how valued benefits have shifted. Then, for "Pop-Up Rankings," we rank our top four creative recommendations for what retail memberships could offer members. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Blake Droesch.

Economic concerns, inflation, and subscription fatigue have all tempered consumer appetites for subscription offerings.

Social media and TV are the top channels that consumer packaged goods (CPG) consumers use to find new products, but in-store still plays an important role in product discovery. Meanwhile, Amazon and Walmart are fighting to capture share of CPG product searches, though in-store consumers are more likely to turn to Google for help.

On today's special episode, we continue our new 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’ll keep a running score all year and crown a winning team at the end of the year. Today, we cover Google reinventing search, Amazon's grocery strategy, and what Twitter appointing a new CEO means for growth. Tune in to the discussion with this month's contestants: our analysts Ross Benes, Blake Droesch, and Debra Aho Williamson.

On today's episode, we discuss what happens now that Montana has approved a ban on TikTok, what Amazon's AI chatbot might look like, why Meta got a record fine from the EU, what space advertising looks like, a Supreme Court ruling on an infamous internet law, how good humans are at multitasking, and more. Tune in to the discussion with our director of Briefings Jeremy Goldman, analyst Evelyn Mitchell, and vice president of Briefings Stephanie Taglianetti.

The 15 biggest US ecommerce players aren’t a surprise (here’s looking at you, Amazon, Walmart, and Apple). User-friendly mobile apps, quick delivery, innovation, and converting sales are what turn retailers into ecommerce powerhouses. Here are the companies our analysts believe best exemplify those features within the 15 largest ecommerce players.

In China, ecommerce channel ad spending represents over 38% of total digital ad spending, and ecommerce search spending accounts for 64.0% of total search. Could the US figures reach similar heights?

Target offers a year-long return policy for its private labels: That’s a very different approach from most retailers, which have made steps to clamp down on returns.

Internet use is growing the fastest in the Middle East and Africa, where about 80 million more people will go online at least once per month between 2023 and 2027, according to our forecast. Roughly 60% of the global population will use the internet regularly.

Moving away from retail can help it overcome growth roadblocks, while a look to China could signal what’s coming for the space