Instacart’s gross transaction volume grew just 5% in the first half: That’s a troubling number that can’t be glossed over by the company’s 30% revenue growth.

Though growth is slowing, digital grocery will continue to fuel overall ecommerce growth in the US. “Growth is no longer driven by new adopters, but heavy digital grocery users,” our analyst Blake Droesch said on a recent “Reimagining Retail” podcast episode. Here’s how retailers like Instacart, Amazon, and Walmart can capitalize on frequent buyers.

In the two years since our inaugural “Power of Amazon” report, Amazon has remained a retail and tech powerhouse—but it hasn’t been immune to economic uncertainty, shifting consumer behaviors, or increased competition. We examine how Amazon’s 19 business divisions have changed and how these new developments might affect your industry.

The digitization of the store—retail’s next megatrend—will transform the shopper’s path to purchase and industry economics for retailers and brands.

On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

Retail sales growth is slowing in Western Europe as the economic crisis takes its toll on consumer confidence, but ecommerce sales are bouncing back after last year’s decline.

Amazon’s cost-cutting initiatives are beginning to pay off: The company’s North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.

Shopping habits foretell the next phase of digital growth for grocery products.

The ecommerce boom in Canada means many product categories now sell a significant percentage online. This includes grocery, which we forecast for the first time this year.

Embracing mobile gives consumers access to a branded experience both online and in-store, while in-store technologies bring the digital world into the physical. To cater to shoppers no matter where or how they shop, brands should also make sure they’re balancing in-store and online rewards as well as D2C and wholesale commerce.

On today's episode, we discuss what to make of Twitter changing its name to X, whether Walmart is crushing Amazon in the grocery wars, what a billboard in your living room would look like, what Gen Z has done to the purchase funnel, why Airbnb doesn't have a loyalty program, what the most popular museums around the world are, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

US retail and ecommerce sales are getting back to their pre-pandemic growth trajectories, but consumer spending may be stunted amid ongoing economic uncertainty.

Amazon is the biggest retail media network in the US, accounting for three-quarters of retail media revenue share, per our forecast. But its limited grocery footprint leaves an opportunity for competition. Here are recent updates in grocery retail media, and a prediction on the future of in-store retail media.

Walmart is reaping the benefits of Walmart+: And it has clear opportunities to unlock even greater growth.

Calendar context: With the invention of Prime Day, Amazon created an industrywide retail holiday consumers can now count on in the summer each year. Last year, Amazon also launched its Prime Early Access Sale in October. “We now have three key tentpoles,” said our analyst Andrew Lipsman on “Behind the Numbers: Reimagining Retail,” referring to Prime Day, the Prime Early Access Sale, and Black Friday. But spring remains untapped. “A question I get is, ‘Is Amazon going to do more of these?’ And I think the answer is yes, eventually,” said Lipsman.

Ad spend across digital channels has been mixed so far this year, with spend on social networks slowing and connected TV spend boosted by new ad-supported subscription tiers. Meanwhile, retail media is diversifying at a rapid rate as nonendemic retailers get in the game

Deep discounts may drive consumers previously holding back on big-ticket or discretionary purchases to splurge, while parents will keep an eye out for back-to-school deals. Walmart, Target, and Best Buy may see Prime Day-driven boosts in physical store traffic.

Amazon Prime Day 2023 will drive a surge of activity for Amazon, competing retailers, and brands looking to generate a sales boost before the back-to-school and holiday shopping seasons.

Younger consumers and higher-income shoppers are powering Walmart’s grocery growth while its physical footprint gives it an edge in retail media. Its burgeoning logistics business could be the next big thing for the retailer—and its bottom line.

Consumer packaged goods (CPG) brands have attempted to break into D2C ecommerce in recent years, to varying degrees of success. How can they avoid unprofitable strategies and develop a viable D2C ecommerce channel?