US paid retail membership fee revenues will be higher than ever before in 2025, reaching $46.39 billion, according to our May 2024 forecast. That’s an increase of 10.8% YoY, with over half (51.8%) of these revenues going to Amazon.

The National Retail Federation (NRF)’s Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge—exceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

Costco defends DEI policies amid right-wing backlash: The retailer noted the importance of diversity to its business while questioning activist investors’ motivations.

Private labels gather steam: Consumers are buying more private label products than they were a year ago—seeing them as being on par with name brands.

The FTC’s case against Southern Glazer’s could have profound implications for large retailers like Walmart and Costco: A successful suit could limit their ability to negotiate lower prices with suppliers, narrowing their advantage over smaller retailers.

High-income consumers, those earning $150,000+ annually, are charting a unique "discovery-to-purchase" journey that begins in physical stores but frequently concludes in digital channels, according to new EMARKETER research. "These consumers demonstrate more technological comfort than their peers," our analyst Paola Flores-Marquez said on the “Behind the Numbers: Reimagining Retail” podcast. "They're willing to explore multiple channels before making purchase decisions."

Walmart rolls out series of initiatives to attract customers to its stores and boost ecommerce business: The retailer is opening a cashierless Sam’s Club store, adding pet care centers, and automating more distribution centers.

In seven charts, this report tells the story of some of the most critical trends that digital leaders need to know about in 2024 and beyond.

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

Best Buy looks to distinguish itself from the competition: The struggling retailer refreshes its online and offline presences to turn around its two-year slump.

Retail media is the fastest-growing ad channel we track in the US, driven by new innovations, inventory growth, and new players launching media networks. Here’s a look at some of the biggest retail media moves from the first six months of 2024.

Albertsons, Costco, and Instacart are enhancing their retail media offerings. TikTok Shop reached a $1 million livestream. And three-time consecutive first place winner Walmart is developing immersive ways to shop and catering product lines to younger shoppers. Here’s our Unofficial Most Interesting Retailers List for June 2024.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of June. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Becky Schilling and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

In a recent Tech Talk webinar, John Pawlowski, vice president of marketing at pet food company Heckova!, shared four steps to build a successful CPG brand and get it on to retail shelves, from identifying the opportunity for growth to finding the right retail partners.

Amazon will continue to gain market share, but new competition from Temu, Walmart, and other retailers could stunt future dominance.

Target looks to a paid membership program to fuel growth: The Amazon Prime-like program could incorporate Shipt, the company’s $99 annual delivery service.

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

Costco’s fiscal Q4 earnings report, with total revenues of $78.94 billion, offers a glimpse into shifting consumer priorities: its shoppers are now favoring essentials, opting for groceries and gasoline, while luxury and other discretionary items have taken a backseat.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss how Costco is getting on and the vision for the wholesale retailer in a crowded marketplace. Then, for "Pop-Up Rankings," we rank the two things Costco can take to the next level and two things it could do to get the naysayers to come back. Join our analyst Sara Lebow as she hosts vice president of content Suzy Davidkhanian and analyst Zak Stambor.