We capture how payment providers are innovating to meet new preferences and capture this vital volume in four trends

But that offering alone isn’t enough to attract their business.

US grocery ecommerce sales will grow 17.4% in 2024 to total $219.04 billion, according to our forecast. Meanwhile, UK grocery ecommerce sales will grow only 5.1% to total $37.06 billion in 2024. “At the end of the day, consumers in the US enjoy the conveniences of delivery, but they’re not necessarily willing to pay an exorbitant fee,” said our analyst Blake Droesch, emphasizing the perceived value of Walmart+ and Amazon Prime memberships to these shoppers.

Roku posts strong Q3 revenues growth, attributes to content, ads, and new TVs: ARPU drops as losses mount, but the company remains optimistic amid streaming challenges.

Our latest analysis of 12 companies in Latin America unpacks key trends in the region’s retail ecommerce during H1 2023. This will provide retail and marketing professionals with insights into the current landscape, company developments, and what trends to look out for in 2024.

Retail sales growth is expected to be solid over the holidays: However, there’s some cause for concern given that consumers plan to buy from fewer retailers than in years past.

Costco’s fiscal Q4 earnings report, with total revenues of $78.94 billion, offers a glimpse into shifting consumer priorities: its shoppers are now favoring essentials, opting for groceries and gasoline, while luxury and other discretionary items have taken a backseat.

A hurting US ad market is showing signs of recovery. Our forecast predicts 3.8% growth in overalUS media ad spend this year, for a total of $353.86 billion. Magna upped its US ad spend forecast for 2023 YoY growth from 4.2% to 5.2% in September. And in August, the US ad market achieved two consecutive months of growth for the first time since last June.

Most shoppers plan to reduce holiday spending this year: Cost concerns are driving consumers to start their holiday shopping early and look for deals.

Private labels are narrowing the gap with national brands: Nearly five in 10 shoppers prefer store brands due to quality and variety.

Walmart is opening a pet services center: The move positions the retailer to grab a share of some of the most lucrative areas of the pet industry: health and other services.

US ecommerce back-to-school and holiday growth trends are usually pretty similar, but this year, growth will diverge. US ecommerce back-to-school and holiday spending growth were within 1 percentage point of each other in both 2020 and 2021, and closer to 4 percentage points apart in 2022, during a holiday season impacted by inflation, supply chain issues, and geopolitical concerns. This year, we forecast a US back-to-school ecommerce growth rate of 1.5%, slower than our forecast 11.3% holiday retail ecommerce growth.

Holiday retail sales will grow by approximately 4.5% in 2023, a slight increase from the previous year’s 3.9% growth, according to our June forecast. While this growth may not seem significant, it would represent the sixth-fastest growth rate in holiday sales in the past 15 years, according to our forecast.

Kroger’s sales sag as grocery prices stabilize: That new state of play could drive the grocer to look to high-margin retail media to drive growth.

Best Buy believes we’ve hit a low point in tech demand: The combination of inflation and shifting spending patterns has made for a tough environment for the consumer electronics retailer.

Inflation forces judicious consumers to get more judicious with streamers: Netflix thrives with strategic moves, while others invest heavily in content.

Our first-ever marketing and retail media survey explores the latest trends unfolding in Latin America, how the regional landscape will evolve, and the broader implications for ad buyers’ and retailers’ go-to-market strategies.

But the metric doesn’t take into account the full picture of consumers’ financial health

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.

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