How should businesses view these global trends and events? How are behaviors and spending changing? In this report, Insider Intelligence analysts weigh in on the questions they’re being asked by both clients and the media about the shifting landscape in key areas like digital advertising, retail and ecommerce, and financial services.

In 2021, Amazon’s US average revenue per user (ARPU) for its retail media network was nearly 4 times that of Instacart and close to 9 times that of Walmart.

Two years in, Meta’s latest ecommerce effort fails to resonate: Retailers are frustrated by the lack of basic elements, such as the ability to display products in multiple colors.

Despite slowing growth, US marketplace ecommerce sales are expected to hit $357.26 billion in 2022, making up 34.6% of all online sales.

US retail sales growth will stabilize in 2022, but changes wrought by two years of the pandemic will drive growth in online automotive and grocery sales.

Here’s how ad buyers ranked the retail media networks of 11 major retailers—Amazon, Best Buy, Costco Wholesale, eBay, The Home Depot, Instacart, Kroger, Macy’s, Target, Walmart, and Wayfair—according to the attributes they value most.

The 2021 holiday season saw the highest retail growth in 20 years, setting the stage for a solid 2022 holiday season.

By 2024, we expect US digital ad spend to be about $65 billion higher than what we expected before the pandemic. The biggest drivers behind these larger-than-expected increases are retail media networks and connected TV.

Walmart is the most popular online alternative to Amazon, with nearly 63% of US Amazon buyers picking up products there when not doing so on Amazon.

On today's episode, we discuss the pillars driving what's next in retail media, how to navigate the pros and cons of retail media expansion, and retail media budget commitments. We then talk about how eBay is streamlining things, the significance of Wayfair's bump in the road, and Nike's foray into the metaverse. Tune in to the discussion with senior director of strategic marketplace services at Tinuiti Elizabeth Marsten and eMarketer principal analyst at Insider Intelligence Andrew Lipsman.

Apple and Chewy will see the fastest ecommerce sales growth of the top 15 online retailers in the US this year, at 25.7% and 25.0% over 2020, respectively.

Amazon maintains its commanding lead in the US retail ecommerce space, generating 41.0% of the sales this year.

Retail sales for the 2021 US holiday season will soar as brick-and-mortar shopping returns with a vengeance and ecommerce maintains double-digit growth rates.

The retailers that will be on top this holiday season are those that see mobile apps as the connective tissue between brick-and-mortar and ecommerce shopping experiences.

On today's episode, we discuss how the pandemic changed the car buying customer journey and what BMW's digital experience is trying to achieve. We then talk about why online-only brands might need to do more to earn customers' trust, whether people want more—or less—human interaction when shopping, and what eBay's latest move says about the future of the retailer. Tune in to the discussion with general manager at Autogermana Andrés Fuse, eMarketer senior analyst Matteo Ceurvels, and analyst at Insider Intelligence Blake Droesch.

Learn how the pandemic, the biggest disruption to consumer retail spending in recent years, impacted US retail—and how it will impact your planning for 2021 and beyond.

eBay rolls out lending to UK SMBs: The ecommerce giant is partnering with embedded finance platform YouLend to extend loans to its sellers—giving the former a chance to make itself stickier for platform sellers and the latter access to data and loan growth.

Our latest forecast shows that Amazon, Walmart, and eBay will remain the top three largest ecommerce companies in the US by total sales volume, while Best Buy and Target will usurp The Home Depot and Wayfair for the No. 5 and No. 6 spots on the 2021 list, respectively.

The 2020 holiday season’s unprecedented ecommerce surge helped total US retail spending remain positive, setting the tone for healthy outlook for 2021 holiday season growth.

Retail ecommerce sales in Western Europe rose by 26.3% in 2020, to €481.54 billion ($539.18 billion). The pandemic is fueling other shifts in the retail landscape, too, such as a greater focus on buying local.