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The Q2 US Ecommerce growth rate may be the highest in years, but it's really about declining driving and store visits; #Walmart #Kroger, #Chewy, even #Target got most of their growth via local delivery which offset stores; a shift vs real growth

Retail continues its from stores with all major players expanding same day delivery as Bopis and instore sales slow.

Walmart finally adds a basic to its sponsored products; negative keyword. Small win for smaller advertisers, but shows the limitations brands will accept on Retail Media;. Fun fact; 60% of Retail Media platforms don't offer negative targeting today.... https://www.modernretail.co/marketing/walmart-finally-lets-advertisers-exclude-certain-search-terms

#Walmart, #Amazon, and #Target make pricing the focus Back To School season. Smart move since bulk are low cost supplies purchased by younger parents.

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