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.

Retail sales rose 1.3% in October: That suggests retailers were successful in pulling the holidays forward. However, Target’s Q3 earnings show what consumers are buying is changing.

Retail media is one of the hottest advertising and retail topics of 2022. Why? For starters, it’s growing—and fast.

The store-within-a-store’ concept gains momentum: The partnerships work well when there’s clear synergy between the brands involved, such as Target and Apple.

Persistent inflation is weighing on foot traffic: Yet many brands continue to see strong growth thanks to their ability to deliver value and a great customer experience.

During last week’s Prime Early Access Sale, households spent about 40% less than Amazon’s Prime Day event in July, noted data analysis from Klover.

The 2022 US holiday season outlook is surprisingly strong amid inflation and economic uncertainty, but revenue growth will be easier to come by than profits.

Amazon’s Early Access Sale is primed for success: The event is expected to attract more shoppers—and spending—than ever before, despite competing sales from Target and Walmart.

Walmart’s holiday messaging focuses on convenience and value: The retailer introduces three new returns options and price rollbacks in key categories.

Inflation will drive sales growth, but consumers are also spending more of their overall grocery dollars online.

Walmart and Target joined 1,600 merchants rallying around the divisive credit card routing bill—whose prospects aren’t bright.

Retailers struggle to determine which items to keep in stock: With many working to shrink their swollen inventory stockpiles, some are cutting back on their fall and winter orders.

The digital shelf has grown more competitive for CPG brands amid the rise of grocery ecommerce and increasing retail media ad spend.

Instacart jumped from 10.2% of US digital grocery sales in 2019 to 21.5% in 2020, taking over share as people pivoted to online grocery deliveries. Walmart has had the highest digital grocery share since 2020, which put it in good shape this past earnings season when consumers cut back on superfluous spending and sought grocery savings.

Who took home the trophy and who went home with a consolation prize? We asked our Retail Reimagined team to give us the lowdown.

Inflation is changing how shoppers will spend this holiday season: With more consumers on the hunt for deals, retailers will have to focus on offering value and convenience across an extended shopping period.

Steep discounting hurt Target’s bottom line in Q2: But the retailer doesn’t expect the short-term hit to hamper its profits for the rest of the year.

Kohl’s makes a move to attract holiday shoppers: The retailer is expanding same-day in-store pickup options to all locations, but the move likely won’t be enough to reverse its slide.

In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.