Amazon is at a grocery inflection point, battling Walmart and Instacart for ecommerce dominance in the US. While each has its own strengths, Amazon’s ecommerce background gives it a leg up in tech.
Article
| Oct 14, 2022
Consumer shopping habits are changing constantly, but how are retailers responding to those changes in the grocery space? "In Other News," we explore how a poor delivery experience can mean trouble for retailers and try to figure out what's happening with the home improvement boom. Tune in to the discussion with our analyst Blake Droesch.
Audio
| Apr 14, 2022
Join our analyst Andrew Lipsman, "Behind the Numbers" host Marcus Johnson, and Colgate-Palmolive's ecommerce director of growth strategy and planning Todd Hassenfelt to hear about Andrew’s recent visit to a "Just Walk Out" Amazon Fresh grocery store and the in-store digital retail media opportunity for brands selling at Amazon Fresh.
Audio
| Mar 16, 2022
Article
| Mar 28, 2023
On today's episode, we discuss what happens next now that the newsletter boom has faded, Uber getting serious about grocery, how Starbucks is defying inflation, whether Spotify can revolutionize podcast ads, robots doing all of our housework, an unpopular opinion about TikTok's hype, why so many baseballs are used during a game, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Suzy Davidkhanian and Blake Droesch.
Audio
| Aug 11, 2022
Article
| Apr 7, 2022
Since launching its first supermarket in 1963, Cencosud operates through several formats including supermarkets and hypermarkets, home improvement stores, department stores, shopping centers, and financial services in Argentina, Brazil, Chile, Colombia, Peru, and the US. Carrefour Brasil.
Report
| Nov 1, 2023
On today's episode, we discuss a part of digital ad spending that will overperform this year, why some countries will see a dip in online shopping, what will happen to time spent on social platforms, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Zach Goldner, and director of forecasting Oscar Orozco.
Audio
| Jan 18, 2023
Why it matters: Albertsons will account for 8.8% of US grocery sales and 2.7% of grocery ecommerce sales in 2024, according to our November 2023 forecast. That means the business has a massive audience when it comes to advertising. We expect to see more retail media networks partnering with ad tech companies to serve these large audiences this year. 2.
Article
| Jan 22, 2024
For example, many brands use fake supermarket setups to see how consumers react to new brands or products. 4. Trust the process. While it can be difficult to hand over the creative reins and embrace change, brands working with agencies need to go into it with an open mind. “[With Jell-O,] we had a client team who were really engaged and really excited,” said Waterman.
Article
| Apr 4, 2024
Instacart in grocery, AutoTrader in automotive, Best Buy in consumer electronics, and DoorDash in food delivery each represent a cross-section of industries that have moved heavily online and now present a lucrative audience monetization opportunity. About the Survey.
Report
| Jan 17, 2024
On today's special episode, we continue our new monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We’ll keep a running score all year and crown a winning team at the end of the year. Today, we cover Google reinventing search, Amazon's grocery strategy, and what Twitter appointing a new CEO means for growth. Tune in to the discussion with this month's contestants: our analysts Ross Benes, Blake Droesch, and Debra Aho Williamson.
Audio
| May 30, 2023
In the past year, it has shuttered its tech-forward Amazon Style clothing stores and struggled to find the right format for Amazon Fresh grocery stores. Amazon can’t make shopping fun. Despite Amazon’s massive customer base, our research shows that shoppers are still more likely to discover new brands and products when shopping in stores. Amazon can’t meet the customer everywhere.
Report
| Dec 14, 2023
With nearly 90% of grocery sales still occurring in physical stores, RMNs that deliver seamless omnichannel sales attribution will be well positioned to capture CPG advertising budgets. CPG Retail Media Networks Overview. The future of retail media goes through CPG.
Report
| Sep 12, 2023
As the channel grows, retailers outside of grocery, like Ulta Beauty, are experimenting with how to use it to reach customers in more targeted, engaging ways. Ulta Beauty’s retail media network, UB Media, offers its partners on-site and off-site ad formats, including display, sponsored search, video, and social media. “We have 600 brands that are active in our stores and online,” said Crossan-Matos.
Article
| Feb 12, 2024
On today's episode, we discuss how we should feel about Amazon's online sales being flat, how its ad business was able to have such a good quarter, and why the company has yet to find a mass grocery format worth expanding. "In Other News," we talk about how Pinterest has been doing and just how popular self-checkout is. Tune in to the discussion with our analyst Blake Droesch.
Audio
| May 10, 2023
Trader Joe’s small, curated stores and limited footprint sets it apart. Between its branding, product choice, and customer experience, there are a lot of lessons other retailers beyond grocery can learn from the Trader Joe’s model. Here are four takeaways from Trader Joe’s.
Article
| Apr 28, 2023
While retail sales growth is expected to slow this year, ecommerce sales will grow by double digits to reach $1.148 trillion, buoyed by online grocery, health and personal care, and online resale. Here are five charts on the categories, retailers, and channels driving ecommerce growth
Article
| Apr 10, 2023
Instacart’s delivery ambitions extend beyond grocery: Ahead of a potential IPO, the grocery delivery giant expands its product offerings to include prepared food delivery.
Article
| Jan 18, 2022
Victoria’s Secret, Party City, and Lush Cosmetics are the newest retail partners DoorDash has added to its platform as it expands beyond restaurant delivery to offer customers on-demand delivery for alcohol, grocery, and convenience items.
Article
| Mar 23, 2023
Instacart’s revenues and profits spiked in 2022, helped by its growing ad business: That could speed up the timeline for the grocery delivery company’s long-awaited IPO.
Article
| Mar 2, 2023
The days of heady growth are over for rapid grocery startups: The once-frothy sector is now down to a handful of players and facing steep competition from Uber and Doordash.
Article
| Dec 29, 2022
Last week, thousands of consumer packaged goods (CPG) and grocery leaders gathered at Groceryshop 2022, including our own chief content officer Zia Wigder and analyst Andrew Lipsman.
Article
| Sep 28, 2022
Inflation gives Walmart a chance to shine: The retailer’s emphasis on value and low prices is attracting both low- and high-income shoppers and enabling it to retain grocery dominance.
Article
| Aug 17, 2022
Grocery ecommerce has permanently accelerated and will approach 10% penetration in 2022. Ecommerce may still be a minor channel for food and beverage sales at 5.5% penetration, but the broader grocery market includes major sub-categories like pet products (36.0%) and health and personal care (16.5%), where ecommerce is a critical channel.
Article
| Sep 8, 2022