Which categories performed best in 2022—and which struggled? Inflation drove consumers to spend more on essentials like groceries, at the expense of discretionary categories.

Will the promise of same-day delivery—often accompanied by additional fees—be enough to woo consumers away from the ecommerce giant?

For holiday shopping, 56% of US consumers prefer online-only retailers, and 49% favor mass merchants, according to Deloitte. Off-price retailers rank No. 3 on this list, nearly tied with the remaining four retail formats.

US consumers continue to spend: But they’re increasingly selective about their purchases, which is bad news for retailers selling pricey goods such as consumer electronics.

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.

For almost two years, consumers and businesses have battled the effects of inflation. Let’s rewind to see how we got here … and take a peek at what’s ahead.

British supermarket Morrisons became the latest UK retailer to unveil its own retail media network in September. It follows similar moves by Tesco, Boots, and Sainsbury’s—heralding an acceleration of retail media in the UK. This Analyst Take will explore what’s driving the shift, as well as our predictions for the future of UK retail media networks.

When times get tough, people turn to sweets: That’s one reason that the makers of Twinkies, Oreos, and Hershey Kisses have boosted their guidance.

Kroger plans to acquire Albertsons, a nearly $25 billion deal that will result in a retail media network capable of reaching 85 million US households, according to the company.

Our primary research reveals how grocery buyers are responding to inflation.

Amazon is at a grocery inflection point, battling Walmart and Instacart for ecommerce dominance in the US. While each has its own strengths, Amazon’s ecommerce background gives it a leg up in tech.

Among US adults, 16% pay for a Walmart+ membership. Those subscribers skew younger: 23% of 18- to 34-year-olds pay for the premium, versus just 10% of those ages 55 to 65.

Kroger and Albertsons look to merge: A deal would create a supermarket giant that would be better able to compete against Walmart.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss Amazon's ambitions in the grocery space, how it's leveraging Amazon Fresh and Whole Foods, and whether the ecommerce company could become the biggest seller of digital groceries. Then for "Pop-Up Rankings," we rank the top four tech innovations giving Amazon an advantage in grocery. Join our analyst Sara Lebow as she hosts analysts Blake Droesch and Andrew Lipsman.

We take a look at how the partnership has evolved in the five years since Amazon’s acquisition.

The top five digital grocers in the US will capture 67.2% of the country’s grocery ecommerce sales in 2022. That figure will rise slightly over the next two years, with leaders Walmart Inc. and Amazon growing their shares by about 1 percentage point each.

Last week, thousands of consumer packaged goods (CPG) and grocery leaders gathered at Groceryshop 2022, including our own chief content officer Zia Wigder and analyst Andrew Lipsman.

Click and collect’s share of digital grocery is growing. This year, the fulfillment method will account for 36.8% of US grocery ecommerce sales. Come 2026, that figure will rise to 40.6%.

A new set of digital winners is emerging amid the market turmoil of 2022. Using our forecasts, we showcase how ecommerce, social media, fintech, and more are being transformed.

Grocery ecommerce has permanently accelerated and will approach 10% penetration in 2022. Ecommerce may still be a minor channel for food and beverage sales at 5.5% penetration, but the broader grocery market includes major sub-categories like pet products (36.0%) and health and personal care (16.5%), where ecommerce is a critical channel.