On today’s episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

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

Retail media is outpacing non-retail media in growth in US search ad spend. As performance-driven advertisers push closer to the point of sale, companies like Amazon benefit. Here’s what’s behind retail media’s search success.

A more accessible and expansive Walmart+ membership will help the retailer to reach 29 million subscribers this year, while in-store retail media formats could boost ad revenues. A push into B2B, logistics, and international markets may also prove lucrative.

This exclusive data provided to Insider Intelligence by market intelligence firm Sensor Tower looks at Facebook and Twitter ad spending across industries in 2022 and 2023, and how those platforms compare against YouTube in the first half of this year.

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 was the biggest US retailer by US sales in 2022 with nearly $500 billion in sales, more than double the size of runner-up Amazon, according to the National Retail Federation.

Retail media has transitioned from its 1.0 era, defined by on-site search and sponsored product ads, into the era of retail media 2.0, which consists of a mosaic of ads on-site, in-store, and across other media channels. “The opportunity gets much bigger, but realizing the opportunity also gets a lot more complex,” our analyst Andrew Lipsman said on “Behind the Numbers: Reimagining Retail.”

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why beauty is doing so much better than the rest of retail, how we've seen the "lipstick effect" play out, and how beauty shopping habits are changing. Then, for "Pop-Up Rankings," we rank our top four beauty brand marketing strategies other retailers can learn from. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

Computer and consumer electronics purchased during the pandemic are due for an upgrade, which is good news for Amazon and retail as a whole. But besides that possible bright spot, this year’s Prime Day event will likely be “unremarkable” as other retailers steal Amazon’s spotlight.

US ecommerce marketplaces will account for $384.57 billion in sales this year, a growth of 10.2% over 2022, according to our forecast. That growth will accelerate through the end of our forecast period in 2027, at which point sales will surpass $600 billion. “Amazon has really written the playbook for operating a successful marketplace in the US,” said our analyst Sky Canaves. Here’s a closer look at how the three biggest US ecommerce marketplaces stack up.

As more retailers recognize the value of leveraging their first-party data, the global retail media market will continue to expand and innovate. While the US leads the charge with $45.15 billion in spending this year, according to our forecast, other regions are showing similar patterns. In fact, Latin America is only four to five years behind the US, said our analyst Matteo Ceurvels on our “Behind the Numbers: Around the World” podcast.

Established brands are beating digital natives at their own D2C game. As marketplace and wholesale opportunities obfuscate what it means to sell D2C, brands need to keep up with both their retail and marketing playbooks—or risk falling behind.

US retail marketplace ecommerce sales will reach $603.20 billion in 2027, representing 34.8% of total retail ecommerce sales, per our forecast.

Attention-grabbing shopping ads bridge the gap between businesses and consumers, fostering an engaging shopping experience while also driving profitability.

On today's episode, we discuss when people are most likely to boycott a brand, whether folks will shop elsewhere if they are charged for returns, where the NBA will live next season, if an ad-supported tier for Amazon Prime Video will work, how much vacation time people take in the US versus other countries, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.

US alcohol off-premises retail ecommerce sales will reach $6.85 billion this year, growing 6.1% over 2022, according to our forecast. Growth will reach double digits come 2026.

Inflation for pet food and services was over 10% in April, according to the US Bureau of Labor Statistics. But the category has won a reputation of being somewhat recession-proof, thanks to its necessity for pet owners. “People will be spending more on the pets that they have already, despite the fact that it’s been a relatively inflation-wary populous,” said our analyst Jeremy Goldman on a recent episode of our “Behind the Numbers: Reimagining Retail” podcast.

Retailers worldwide will spend $4.09 billion advertising on YouTube this year, per WARC Media. Next year, that figure will increase by nearly half a billion to $4.56 billion.

Nearly a quarter (23%) of loyalty program professionals, across industries, say their biggest challenge is offering deep enough discounts to attract customers, per a global survey by Eagle Eye. Another 23% have a hard time balancing margins with attractive discounts, and 21% find it difficult to deliver offers to customers at the right time.