Both retailers are enhancing attribution capabilities as marketers demand better measurement.

Retailers have prioritized convenience while underestimating in-store behavior, said Placer.ai CMO Ethan Chernofsky at EMARKETER’s Commerce Media Summit.

Retailers that broke through the noise in February didn't necessarily spend the most, they just understood the moment better than their competitors. Here are the three winners from this month’s Unofficial Monthly Retailer Awards, according to a recent episode of “Reimagining Retail.”

Rival expansions force sharper value plays and upgraded store experiences.

The marketplace is pausing plans to force merchants to use its fulfillment services after considerable backlash.

McDonald's leads all US food and grocery sites and apps with 57 million unique visitors, outpacing DoorDash (52.8 million) and nearly doubling the top traditional grocer Kroger (31.3 million), according to November 2025 data from Comscore.

US grocery ecommerce will continue to grow through 2029, but at a slower pace as the market matures and in-store sales remain dominant. As growth cools, delivery, retailer-owned channels, and a few larger players will lead the gains.

TikTok Shop's low prices came with shaky trust, but the budget retailer is maturing into a serious marketplace and attracting partnerships.

Earlier this month, the Trump administration released its latest Dietary Guidelines for Americans, marking a shift in nutrition guidance toward whole foods, protein-rich diets, and reduced consumption of added sugars and highly processed foods. These changes may shape consumer expectations and food industry strategy over the next five years, influencing purchase decisions, brand trust, and competitive positioning across the food ecosystem.

Digital grocery has evolved from a pandemic-era convenience to a core retail channel. More than 90% of US consumers now shop for groceries both online and in-store, according to FMI and NielsenIQ. As the channel matures, the competitive battleground shifts from basic fulfillment to AI-powered personalization, retail media monetization, and seamless omnichannel experiences. This FAQ addresses the trends, players, and strategies shaping digital grocery in 2026.

Kroger, CVS, and others are increasing in-store retail media investments as interest grows.

The FDA sent warning letters to four major retailers that continued to sell baby formula linked to a botulism outbreak after the products were recalled in early November. As retailers move deeper into health and wellness, their daily operations need to support the image they’re trying to build.

Amazon’s move to fold perishable groceries into same-day delivery is paying off quickly, with nine of the top 10 best-selling items in eligible markets now perishables—a sign that shoppers trust the faster service for everyday needs. The shift supports CEO Andy Jassy’s bullish stance on grocery as Amazon expands same-day perishables to more than 2,300 locations and builds on more than $100 billion in online grocery sales over the past year. With Walmart and Kroger also ramping up rapid fulfillment, the stakes are rising in a grocery ecommerce market surging in both order frequency and value.

In 2026, commerce media will shift toward the core mechanics of shopping, as retailers reorganize, stores become high-impact media showcases, agentic AI opens new monetization, and financial platforms move closer to shoppable environments.

Kroger lowered the top end of its full-year sales outlook as rising price sensitivity among lower- and middle-income shoppers weighs on spending. Consumers’ growing focus on value is leading to more trips, smaller baskets, and greater reliance on promotions and private labels. These patterns are driving Kroger to intensify price cuts and promotions to keep shoppers from trading down.

Amazon is testing ultra-fast delivery for fresh groceries and other household essentials in some areas of Seattle and Philadelphia. The service, called Amazon Now, allows shoppers in eligible neighborhoods to receive thousands of items in 30 minutes or less. While Amazon continues to invest in its brick-and-mortar grocery business, enhancing its ecommerce initiatives appears to be taking precedence. Speeding up delivery could help Amazon extend its foothold in grocery while keeping shoppers wedded to its platform, but our forecast expects its share of digital grocery sales to dip as Walmart, pure-play grocers, and intermediary delivery platforms grow their piece of the pie.

Kroger is overhauling its ecommerce strategy, closing three Ocado automated fulfillment centers after underperformance and leaning more on stores and third-party partners like Instacart, DoorDash, and Uber. Though initially costly, Kroger expects $400 million in ecommerce profit gains by 2026, helping fund price cuts and store improvements. The shift highlights the high cost of competing with Amazon and Walmart on delivery speed and the appeal of using delivery platforms' existing last-mile networks. The new model should cut costs, add flexibility, and support a stronger customer experience as online demand grows.

This benchmark covers how ad buyers can calibrate their retail media ad spending and budget allocations against the market, and how publishers and solution providers can assess whether their ad revenues align with industry trends.