Global Scans · Retail · Weekly Summary

• [New] Wing, the Alphabet spinout, is Walmart's nationwide build partner and is under contract to fly from more than 270 stores by 2027, a footprint Amazon cannot easily match because about 90% of Americans already live within 10 miles of a Walmart. DroneXL
• [New] Groceryshop 2026 will spotlight how AI-powered shopping, retail media and unified commerce are reshaping grocery and CPG retail, alongside developments in business operations, consumer expectations and customer engagement. Coresight Research
• [New] TikTok Shop will reach $23.41 billion in US retail ecommerce sales in 2026, surpassing Target's online sales of $21.94 billion. eMarketer
• [New] The International Federation of Robotics projects that service robot installations in retail and wholesale will grow at over 15% annually through 2027. Persistence Market Research
• [New] Retail giant Amazon will expand drone delivery to nearly 500 cities and towns in the United States - a sixfold increase from its current footprint - by the end of 2026. ABC News
• [New] The retailers that will show AI in their margin line by the end of 2026 are not the ones running the most pilots. The Frontline Factor
• [New] Today's US calendar includes July retail sales, expected at a modest 0.1% month-on-month, and the University of Michigan surveys, which are expected to show little change from August. investing.com
• [New] Fastest Growing Region: Asia Pacific remains the fastest-growing region through 2033, supported by urbanization and expanding organized retail across India, Vietnam, and Indonesia. Persistence Market Research
• [New] By distribution channel, Specialty Stores accounted for 74.85% revenue share in 2025; Online retail is advancing at a 6.4% CAGR through 2031. / USA Mordor Intelligence
• [New] E-commerce is transforming bedding distribution, with online retail emerging as one of the fastest-growing sales channels globally and projected to grow at a CAGR of 7.8%. Persistence Market Research
• [New] Furniture and Home Decor is projected to expand at a 13.43% CAGR through 2031, the fastest retail vertical. Mordor Intelligence
• [New] Virtual Showrooms and Stores are projected to expand at a 13.75% CAGR through 2031, the fastest application category. Mordor Intelligence
• [New] The Retail sector is rapidly emerging, with a projected CAGR of 9.8% from 2026 to 2032, driven by intensified competition among e-commerce platforms for faster delivery times. 6wresearch
• [New] North America will remain the largest revenue region, while Asia Pacific should contribute disproportionate incremental growth through e-commerce and urban specialty retail. KEN research
• [New] Salesforce's Connected Shoppers Report found 75% of 1,700 retail decision makers saying AI agents will be essential to compete. The Frontline Factor
• [New] E-commerce retail logistics is the fastest-growing sub-segment at 11.9% CAGR through 2033, fueled by digital-first consumption. Persistence Market Research
• AI platforms will account for roughly $20.9 billion in retail spending in 2026, nearly quadrupling 2025's figure. Pento

Last updated: 03 September 2026