Walmart Inc.WMT
▲ ポジティブ需要関連度
Walmart increased onsite ad share to 44%, up 27 percentage points, showing successful capture of shopper search demand.
資産への影響 5
Consumer Staples
Walmart Inc.
Target CorporationTGT
▼ ネガティブ需要関連度
Target's retail-media ads are 92% offsite, indicating a lack of alignment with the industry's move to onsite advertising.
Artificial Intelligence
Amazon.com IncAMZN
▲ ポジティブ需要関連度
Amazon's onsite retail-media ads dominate with 56% share, indicating strong advertiser demand for its platform.
Consumer Discretionary
Best Buy Co. IncBBY
▼ ネガティブ需要関連度
Best Buy's retail-media ads are 93% offsite, contrasting with the onsite trend, suggesting weaker performance in capturing purchase intent.
Cloud & Digital Infrastructure
Maplebear Inc.CART
▼ ネガティブ需要関連度
Instacart runs entirely offsite campaigns, missing the shift to onsite ads, which may reduce its retail-media competitiveness.
テーマインパクト
カバレッジ外企業 1
Sephora非上場± 混在
関連度