Cross-border ecommerce is rising in popularity as US consumers look for value amid inflation. But growth has slowed from previous boom years.

Amazon, Costco Wholesale, and other retailers now face an uphill battle to win recurring revenues in the era of subscription fatigue.

DoorDash and Uber Eats deliver solid results: That’s thanks to their strong customer retention, which will prove important if the economy worsens.

Sales fulfilled via click and collect are growing faster than total ecommerce sales in the UK as cash-strapped consumers avoid delivery costs and retailers race to make their services faster, cheaper, and more efficient.

Victoria’s Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.

US click-and-collect sales growth will slow slightly over the course of the next few years, per our forecast, as adoption levels off after an acceleration in 2020. Still, sales will increase by double-digit percentages both this year and next and reach $131.66 billion by 2026.

Wing has big ambitions for drone delivery: The Alphabet-owned company aims to handle millions of orders within the next 12 months as it expands how the technology is used.

Target expects a tough year ahead: But there are several reasons why it may navigate slowing retail sales growth better than some of its competitors.

Click and collect has matured as an ecommerce channel, but growth will slow as pandemic concerns alleviate.

Target is spending $100 million to expand its next-day delivery capabilities: The retailer plans to have at least six new sortation centers to make delivery cheaper, faster, and more efficient.

Online purchases will account for a growing share of total US retail returns.

Instacart has had a busy few months. Besides scrapping its plans to go public, the company has cut its valuation a few times, trimmed its workforce, and explored other cost-cutting measures. That being said, Instacart has also made investments to bolster its business, including new technologies for merchants and expanded retail media offerings.

Over the past year, retail has pushed further into healthcare for two reasons: more customers and more money. The usual suspects (e.g., CVS, Walgreens, and Rite Aid) are all making investments in their healthcare offerings, but Amazon is on their heels.

Walmart has an unprecedented opportunity to gain ground on Amazon: The big-box retailer is taking advantage of the latter’s state of disarray to reassert its dominance and take the lead on innovation.

What retailers need to know about the new wave of delivery apps and quick-commerce startups.

Another eventful year is on tap for retailers as inflation forces consumers to prioritize basics, supply chain snarls continue, and customer loyalty wanes. Retailers that cut costs or add new revenue streams—and provide frictionless customer experiences—will prevail.

Ultrafast delivery app downloads exploded worldwide during the pandemic. The top 10 apps in this space were downloaded 23.1 million times collectively in Q1 2022, according to Apptopia. Getir leads by a wide margin, ahead of rivals like Gopuff and Gorillas.

On today's episode, we discuss a mixture of new store formats, whether there are too many ads on Amazon, how consumers keep spending in the face of inflation, the battle for the TV ratings crown, whether you can guarantee delivery, the number of books that have ever been published, and more. Tune in to the discussion with our analysts Suzy Davidkhanian, Blake Droesch, and Paul Verna.

This report looks at 12 of Walmart’s most important business areas, examining their maturity, disruption of the market, leverage over partners, integration with other products, and five-year outlook.