E-tailing news: Physical stores have responded.

This seventh Insights column explores the evolution of consumer e-commerce, particularly focusing on the rivalry between Walmart and Amazon as a reflection of retail industry changes. Over the past two years, the author has examined necessary planning adaptations due to uncertainties and supply shortages, especially during the COVID-19 pandemic. The previous update, published in September/October 2022, noted that while e-commerce surged during the pandemic, traditional retailers were beginning to regain market share through innovation, albeit amid ongoing uncertainties about future trends.