Amazon has a customer satisfaction problem: Shoppers complain of delayed deliveries, poor customer service, and irrelevant search results, dragging its satisfaction rating to a record low.

Retail media is one of the hottest advertising and retail topics of 2022. Why? For starters, it’s growing—and fast.

Better-than-expected earnings for Etsy and eBay give retailers a glimmer of hope: But continued losses for Wayfair and Peloton show some categories have a longer, difficult road to recovery.

Retailers embrace unconventional returns tactics: While some like Boohoo are charging fees to offset costs, other methods like UGC content and peer-to-peer returns are gaining steam.

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.

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

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.

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.

The past 18 months have been a whirlwind in retail, with consumers adapting to technology at a faster clip and retailers looking to bridge the gap between online and in-store. However, total retail sales will dip slightly in the new year before returning to pre-pandemic levels in 2023 and beyond.

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.

US retail mcommerce sales grew 41.4% during the pandemic year of 2020 and are set to double from this elevated base by 2025. This report looks at what’s driving this growth and how sellers should respond.

here Etsy outperforms Amazon

On today's episode, we discuss whether a digital bank can become a one-stop shop for everything and how consumers are paying for things differently. We then talk about where homeowners are spending the most money, why Etsy bought Depop, and what we expect from Prime Day 2021. Tune in to the discussion with CEO of Inter Shop (part of Banco Inter) Rodrigo Gouveia, eMarketer senior analyst Matteo Ceurvels, and director of forecasting at Insider Intelligence Cindy Liu.

Here’s how publishers are developing and expanding their ecommerce monetization strategies, and how brands and retailers can partner with them to drive purchases in the affiliate channel.

Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman, and senior forecasting analyst at Insider Intelligence Cindy Liu discuss the overachieving retailers of Q3—Peloton, Etsy, and Wayfair. They then talk about the EU's antitrust charges filed against Amazon, VF Corp.'s acquisition of Supreme, and Verishop launching a social network within its app.

Walmart has reported a significant uptick in digital sales over the past six months, and it has likely won business from Amazon as the pandemic affected logistics.

Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss how Walmart, Target, Best Buy, The Home Depot, eBay, Etsy and Kohl's are doing and what their performances tell us about the changing US shopper.

eMarketer principal analyst Andrew Lipsman, research analyst Daniel Keyes and senior forecasting analyst at Insider Intelligence Cindy Liu discuss what it will take to encourage Americans to return to stores, the end for the mall and what will happen to brick-and-mortar sales this year. They then talk about whether clothing rental is over, why Etsy keeps surging and DoorDash Storefront.

eMarketer principal analysts Andrew Lipsman and Nicole Perrin discuss what to make of Amazon's Q1 2020 earnings from a retail and advertising perspective. They then talk about Walmart's "Express Delivery," a new company that automates brand creative, Amazon using independent seller's data and why a senior executive stepping down is such a big deal.