Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).
Sam’s Club's efforts to streamline its shopping experience pay off: It soared past Costco to place first in this year's customer satisfaction rankings for general merchandise retailers.
LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.
Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today—and how they could potentially be resolved.
On today’s podcast episode, we discuss the trend of healthcare and pharmaceutical brands selling prescription drugs, treatments, and medical services directly to consumers and how rising medical costs are changing patients’ relationship with the healthcare system. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, and Senior Analysts Dane Finley and Rajiv Leventhal. Listen everywhere and watch on YouTube and Spotify.
By now, all the largest airlines and hotels have mature credit card portfolios. Delta Air Lines, for example, had upward of 7.5 million cardholders in 2023, per View from the Wing. But even airlines with smaller US footprints have gotten in on the action. Low-cost carrier Breeze, founded in 2021, launched a co-brand in partnership with Barclays in March 2024.
Retail media networks (RMNs) are expanding beyond retailers' websites and apps, pushing into connected TV (CTV) and in-store displays. As the industry matures, experts predict 2025 will be marked by significant growth in these off-site channels, with new technologies and partnerships reshaping how brands reach consumers throughout their shopping journey.
Existing home sales fell to the lowest level since 1995 last year: Conditions likely won’t improve much this year, which could spell trouble for housing-related retailers.
China manufacturing activity contracts ahead of Lunar New Year: While the blip may stem from holiday closures, it’s a worrying sign as the threat of tariffs looms large.
Shein stumbles under UK regulators’ scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.
Trader Joe’s opened 34 new stores last year: The grocer is rapidly expanding to capitalize on consumers' appetite for private labels and value.
On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.
TikTok boosts awareness of apparel: Industry KPI data shows app’s dominance in reaching consumers and raising brand presence.
From avatars to real-life purchases: Roblox’s branded worlds deliver deeper consumer interaction and emerging 3D ad standards for marketers.
In-store, consumers want experiences that engage their senses, while online, they’re interested in generative AI (genAI) tools that can help them research products. Plus, young men in the South lead in fast-food consumption, retail leaders lean on loyalty to boost growth, and holiday spending remained in check (for the most part).
Card spend from these factors helped lift revenues 9% YoY
Major payment players like PayPal and Visa that invested in them are likely celebrating this regulatory movement
Given the success of its long-standing Sam’s Club card, the issuer could be in the running to restart Walmart’s program
Reddit taps commerce and community: The platform aims to help advertisers engage intent-driven users at every stage of the purchase journey.