Disney looks to emulate Amazon with membership offering: The entertainment giant could also advance its flywheel by introducing in-app commerce for Disney+ and improving cross-selling opportunities.

Amazon will let sellers use its excess warehouse space: The retailer's new service offers long-term inventory storage, luring sellers deeper into its ecosystem.

No economic pain for RaaS: Formic’s cheap rental robots are a lifeline for factories and warehouses suffering from labor shortages. RaaS could help companies compete globally and accelerate US manufacturing.

Google and Meta have maintained a steady lead in digital ad revenues worldwide, ahead of the likes of Amazon, Twitter, and Snapchat. But that's not without their own growing pains. Both Meta and Google saw revenues dip by several billion dollars in Q1 of this year. Still, the companies are tens of billions of dollars ahead of triopoly competitor, Amazon, in digital ad revenues.

For one-third of US digital buyers, Prime Day offered an opportunity to finally click purchase on lower-priced items. But for 28%, inflation had the opposite effect, leading them to pass on deals that weren’t a necessity.

Instacart jumped from 10.2% of US digital grocery sales in 2019 to 21.5% in 2020, taking over share as people pivoted to online grocery deliveries. Walmart has had the highest digital grocery share since 2020, which put it in good shape this past earnings season when consumers cut back on superfluous spending and sought grocery savings.

Once again, Walmart takes the No. 1 spot in our US grocery ecommerce sales forecast, but Instacart and Amazon are fighting for the second spot.

Malls need to change: As department stores right-size and shift to smaller formats, mall operators need new types of businesses to drive people to their shopping centers.

Retailers take aggressive action to stem the tide of unionizations: Starbucks, Amazon, Trader Joe’s, and more are closing stores, delaying negotiations, and pursuing dogged legal action to keep unions from making headway.

Visa and Mastercard blamed fraud and intensifying competition for higher post-Brexit cross-border fees in responses to the UK Parliament.

Walmart finds its EV Canoo: The retailer’s fleet of 4,500 EVs could grow into 10,000 as the company looks to achieve zero emissions. Retail and logistics companies could lead the transition to EV deliveries.

Amazon pauses its UK grocery store expansion: Disappointing sales and stiff economic headwinds at its 19 Amazon Fresh locations drove the retail giant to halt its plans to open hundreds more sites.

Apple’s return to office could kickstart industry mandates: Companies are heading into their busiest quarter, requiring all hands on deck. Job uncertainty could complicate employees’ shift from remote to office work.

Inflation gives Walmart a chance to shine: The retailer’s emphasis on value and low prices is attracting both low- and high-income shoppers and enabling it to retain grocery dominance.

Amazon and CVS Caremark are among the top online pharmacies as consumers look to save time and money on their meds—which will outlast the period of economic uncertainty.

In Latin America, Mercado Libre is reaping the benefits from consumers’ embrace of ecommerce. This year, we expect its regional ecommerce business will grow by 23.0% to nearly $35 billion, representing more than $1 in $5 spent on retail ecommerce in the region.

US digital retail media ad spending will reach $61.15 billion by the end of our forecast period in 2024. This is nearly triple the 2020 figure of $20.81 billion and represents a compound annual growth rate (CAGR) of 30.9% in that four-year span.

In December 2021, Insider Intelligence analysts published their top five retail trends for 2022, detailing our predictions for the upcoming year. But 2022 has been anything but predictable. In this Analyst Take, we revisit those trends to find out what’s changed, what’s stayed the same, and how we’re thinking about five of retail's biggest trends amid this era of uncertainty.

On today's episode, we discuss how a person's health is driven by social determinants and some examples of investments in health programs and their outcomes. "In Other News," we talk about why Amazon bought One Medical and why CVS is interested in acquiring Signify Health. Tune in to the discussion with our analysts Lisa Phillips and Rajiv Leventhal.

On today's episode, we discuss the most interesting thing about Amazon's recent performance, how its ad business is fairing, and why the retail giant bought a robotics company. "In Other News," we talk about why Facebook is moving away from live shopping and what to make of the new Nike Style store. Tune in to the discussion with our analyst Andrew Lipsman.