Global Scans · Retail · Weekly Summary

• [New] Fast-growing Segment: Sponsored Display Ads are the fastest-growing format at a 14% CAGR through 2033, fueled by non-endemic advertiser adoption and the extension of retail data to off-platform programmatic environments. Persistence Market Research
• [New] Walmart did not immediately respond Wednesday to Amazon's announcement, but the retail giant said early in 2026 that it planned to expand drone delivery service to 150 more stores in partnership with Wing, a division of Alphabet to give it 270 drone delivery locations by 2027. BNN Bloomberg
• [New] On Monday, shares in electronics retail giant JB Hi-Fi tumbled by 11.9% after it warned of slowing sales momentum as the AI boom raised prices and halted supply. The Sydney Morning Herald
• [New] The government, Swiss National Bank, commercial banks, payment providers, terminal manufacturers, and major retailers are working together to make approximately 16.5 million debit and credit cards capable of operating offline, with broad deployment planned by the end of 2027. / Switzerland Armstrong Economics
• [New] As brand teams face pressure to justify every marketing dollar, retail media's transparent attribution model will draw an ever-larger share of global ad investment. Persistence Market Research
• [New] TiVo enables video distribution companies, consumer electronics manufacturers, studios, streaming services, retailers and advertisers to enhance their relationships with consumers while delivering discovery experiences that maximize the business opportunity. Parks Associates
• [New] Online Retail Stores are emerging as the fastest-growing segment, expected to expand at a remarkable CAGR of 8.0% from 2026 to 2032. 6wresearch
• 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
• 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
• TikTok Shop will reach $23.41 billion in US retail ecommerce sales in 2026, surpassing Target's online sales of $21.94 billion. eMarketer
• 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
• 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
• 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
• 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
• 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
• 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

Last updated: 17 September 2026