Amazon Fresh doubles down on affordability as shoppers focus on cost: The retailer will roll out Prime-exclusive discounts on over 3,000 products and a new private label as it tries to narrow the gap with Walmart.

Marketplaces will continue to expand their share of US retail ecommerce as new players with roots in China vie for prominence.

How streaming services are adapting to Amazon’s shakeup: The launch of ads on Prime Video in January has forced Netflix and others to lower CPMs to compete.

When Netflix first rolled out its ad-supported tier in late 2022, its CPMs (the cost to reach 1,000 users) were nearly $60, per our data. Disney+ CPMs were slightly lower at $50, but still much higher than Hulu’s at $24.44.

Amazon muscles in on Google and Meta’s ad throne: Retail media and Prime Video propelled the company to a blockbuster 2023—and 2024 looks even brighter.

On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.

Amazon Prime Video ads launched today, defaulting Amazon’s 163.3 million US viewers into its ad-supported tier unless they pay a premium to opt out. This is good news for Amazon’s $44.26 billion dollar retail US media business. But who could this move hurt?

Amazon Prime Video will introduce ads to its streaming content starting on January 29. The move will leverage Amazon’s existing ad business and first-party retail media data to deliver ads on video content, something the company already does on Freevee and Fire TV. Here are five charts to prepare advertisers for this change.

Amazon is shaking up the streaming CPM market: Prime Video ads will launch with $30 CPMs at the end of the month in a sign that streaming ad costs are stabilizing.

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.

Over one-third (37.7%) of US consumers’ time spent with TV is with streaming services, per Nielsen. Cable is not far behind, with a 30.6% share of consumers’ TV time.

Some 57% of US consumers started their online shopping searches on Amazon as of Q2 2023, according to Jungle Scout. That’s more than those who started on a search engine (42%), the Walmart website (39%), or TikTok (17%).

Nearly 175 million adults in the US will use Amazon Prime this year, making up 65.9% of the US adult population, according to our forecast.

The cost-of-living crisis is forcing UK consumers to change where they shop to save money. To attract and keep customers, retailers and brands across all sectors need to invest in loyalty programs—and understand what shoppers want from them.

Amazon’s Prime model is under scrutiny: The retail giant faces a FTC lawsuit that could threaten its positioning as the ‘Earth's most customer-centric company.’

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.

US linear TV ad spend is shrinking (8.0% YoY) as connected TV (CTV) ad spend grows (21.2% YoY). This year, US CTV ad spend will total $25.09 billion while linear will total $61.31 billion.

The pandemic ecommerce boom that drove online sales is over. But marketplaces will continue to expand their share of US retail ecommerce, contributing almost 40% of the $588 billion in US online sales growth that we forecast over the next five years.

The creator economy has permeated nearly every industry and redefined how people think about making a living. But the landscape is changing, driven by shifts in relationships between the key stakeholders.