蘑菇AV

Tariffs threaten innovation鈥檚 pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online

Social media networks, which accounted for over half of the programmatic display market in 2020, have mostly held their own. But everyone else is losing share. Click here to view our full forecast for US programmatic retail media digital display ad spending. It鈥檚 worth noting that, by dollar volume, programmatic ad spending is growing across all media categories.

As China鈥檚 retail media advertising market begins to mature, off-site channels鈥攊ncluding WeChat and Douyin, TikTok's sister app in China鈥攚ill increasingly drive growth.

The media model popularized by retailers is now being adapted by companies in other verticals. Financial services and travel companies are among those launching commerce media networks in a bid to monetize their first-party data.

Last week, Best Buy Ads launched Social+, an offering that allows brands and agencies to leverage Best Buy鈥檚 first-party data for social media campaigns. The tool is currently only available for Meta campaigns on Facebook and Instagram, but will expand to other social media networks in the future, per a press release.

T-Mobile sees a $600 million opportunity in Digital OOH: The mobile provider will acquire Vistar Media in a deal hinting at the format鈥檚 future.

Creator-driven content is becoming crucial for retail media networks' advertising offerings. The focus has shifted toward technologies that can scale creator relationships while maintaining performance. Strategic implications: Creator monetization is driving deal activity. Platforms enabling sustainable creator income streams are attracting investment.

FMNs are modeled on retail media networks (RMNs) pioneered by Amazon and Walmart. But unlike RMNs, FMNs capture retailer-agnostic data鈥攁nd therefore a fuller picture of customers鈥� spending. Many FMNs are being built on top of existing reward programs and have built-in reward functionalities alongside advertising. FMNs let banks tap a lucrative advertising opportunity.

Customer data collection, the dawn of retail media, and AI-assisted shopping has upended a retail industry already in the midst of a big-box transformation at the tail end of the 20th century. And then there is one of the biggest elephants in the room: Amazon. Here are some of the most impactful changes that marketing leaders have seen over the last 25 years.

The triumvirate of retail media, social, and AI will undercut traditional search. Financial media network (FMN) launches will surge as financial institutions (FIs) chase ad dollars. Mounting pressure will squeeze the long tail of retail media networks (RMNs). RMNs will wade into unfamiliar waters to satisfy advertiser demands for incrementality.

Programmatic retail media display ad spending鈥攚hich is still concentrated in nonvideo formats鈥攚ill claim a sizable portion of the spend, as both endemic and non-endemic advertisers continue to funnel their budgets into retail media networks (RMNs). The current numbers for programmatic display ad spending don鈥檛 fully reflect the challenges many web publishers face.