Q2 results show how the biggest retailers are managing uncertainty and shifts in consumer spending

51% of US digital food and beverage buyers purchased food or beverage on Amazon, including AmazonFresh and Whole Foods, in the past 30 days, according to a May survey from Bizrate Insights and EMARKETER.

Albertsons gets squeezed from all sides as Walmart wins on price, Amazon on convenience, Costco on value.

More frequent shopping strengthens retail and advertising.

Housing partnerships open land-constrained markets while influencing shopping habits early.

Amazon Prime membership fell to 54% of US adults in June 2025 before rebounding to 64% by May 2026, keeping it the most widely held retail membership by a wide margin, according to a June report from Bizrate Insights and EMARKETER.

Lower energy prices mask stubborn costs for gas, groceries, and other essentials.

Grocers are lowering prices to keep shoppers, yet CPG results suggest discounts alone won’t revive demand.

Costco’s merchandising and value resonate with a new generation.

More flexible loyalty benefits could strengthen both customer retention and retail media appeal.

This FAQ covers private label's scale, where it is winning, and what the shift means for retailers and brand manufacturers.

Consumers continued spending in May despite higher prices and fuel costs.

Cautious outlooks from Walmart and Five Below raise questions about consumer resilience as gas prices take their toll.

Q1 results show how the biggest retailers are managing uncertainty as the Iran war pressures consumer spending

The brand will make its Walmart debut next month as part of a broader emphasis on big-box retail.

Essential spending keeps traffic positive while superstores fluctuate and then climb early this year.