For Google and Meta, this revenue stream is a small piece of the pie, but for Apple it’s the whole pie (mobile app install ad spending via the App Store will account for 97.3% of Apple’s ad revenues in 2023). Apple is so dominant in this one sphere that it is already on the way to becoming a global ad publishing giant.
Report
| Feb 15, 2023
Audio
| May 30, 2023
Travel will spend more than $1 billion on digital ads by 2025. Total digital ad spending will continue to grow at a healthy rate through the rest of our forecast. The CPG industry is a small digital ad spender. CPG firms in Germany underindex on digital ad spending compared with their closest neighbors. Consumers in Germany are price sensitive, meaning the CPG industry faces a tough task.
Report
| Sep 27, 2023
Starbucks has not been doing well for a long time, and even though they've tried to do quote, unquote, innovation, their ex-CEO came in from a CPG background and they thought maybe that would help at least with a different sort of sense of products maybe at the grocery store, and even that hasn't really worked in their favor.
Audio
| Aug 21, 2024
Instacart leans on advertising to bolster its bottom line: The company’s advertising revenues grew 19%, significantly outpacing the 4% growth in the number of online orders on its platform.
Article
| Nov 8, 2023
Yeah, I think it's interesting to watch Walmart iterate and grow on its ad business. They recently announced bringing non-endemic advertising into their stores. Their brick and mortar store footprint is a great point of differentiation. We know retail media in stores is still pretty small, but has a lot of potential for growth. And I like the move of bringing in the non-endemic advertising.
Audio
| Aug 28, 2024
Study reveals genAI’s impact on Google ad placements: SE Rankings demonstrates shopping ads preferentially placed over SGE snippets, altering digital marketing.
Article
| Mar 4, 2024
Amazon’s cost-cutting initiatives are beginning to pay off: The company’s North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.
Article
| Aug 3, 2023
Physical retail is the leading channel for product discovery, while digital channels complement it by influencing decisions after discovery. To convert shoppers, prices must be competitive, but reviews also heavily influence purchases, especially in apparel and shoes.
Article
| Aug 21, 2024
Some signal from cookies is better than no signal from cookies, and advertisers can use that signal to inform their cookieless tactics. But cookies will not have enough scale to support entire marketing strategies. Read the full report, Chrome’s New Path for Privacy.
Article
| Aug 20, 2024
Retail media will be a $45 billion market this year and will continue to grow by about $10 billion in 2024, according to our forecast. Currently, the majority of retail media ad spend is driven by search. But the next phase will be driven by upper-funnel formats and in-store ad opportunities.
Article
| Mar 3, 2023
This year’s Super Bowl ads will be defined by big stunts, from FanDuel’s live Gronk field goal attempt (we won’t be betting on this) to whatever M&M’s is doing with “Ma&Ya’s candy coated clam bites” (these we would bet on). Here are five charts on Super Bowl advertising.
Article
| Feb 8, 2023
PubMatic's strategic alliance with Instacart boosts programmatic advertising: The initiative merges retail media data with advanced targeting for improved ad impact.
Article
| Apr 4, 2024
“A huge piece of the traditional partnership between consumer packaged goods (CPG) and retailers has been those printed circulars.”. These circulars drive engagement and a lot of sales, said Hovorka, but they’re tricky to translate to an online experience. With Kargo, the grocer can turn print circulars into digital ad units with moving text and images and shoppable components.
Article
| Jun 5, 2023
The advertising angle: Of course, as with most retail initiatives these days, there is the potential upside to both companies’ advertising businesses. Uber’s newly expanded reach gives merchants on its platform a bigger incentive to increase their ad budgets. Likewise, the new delivery offering will make Instacart a more attractive prospect for advertisers looking to get in front of customers.
Article
| May 7, 2024
Instacart recently inked a deal with NBCU to bring its first-party customer data to ads on the latter’s streaming content, and is trying to expand the reach of its Caper Carts—which support in-store advertising—with the help of grocers like SaveMart, Kroger, and Schnucks.
Article
| May 8, 2024
This could be good for consumers, but could also upend the delicate balance of publishers, tech giants and advertisers on which the internet, as we know, has long depended. Right, it's Mr. Mims. He says he's been guiltily using a new, free, AI-supported search engine/web browser called Arc Search.
Audio
| Mar 1, 2024
This vast footprint gives Walmart the ability to reach consumers who only shop at physical stores and presents brands with countless in-store advertising opportunities. Ad revenue growth. Walmart’s ad revenues will grow 39.1% this year, 38.5% next year, and 38.0% in 2025, according to our forecast.
Article
| Jun 15, 2023
But I just want to mention ad space TV isn't just a Super Bowl party, but is a year round Fiesta. I think it's important for advertisers to notice that it's not just sporting events that they need to advertise to. Not when 93 out of 100 of the best rated audiences are coming from sporting, you're missing a whole nother subset of the population.
Audio
| Jan 19, 2024
The combination of booming grocery and ecommerce sales is fueling Walmart’s highly lucrative advertising business. Walmart Connect grew revenues by 26% during the quarter, while Sam’s Club MAP saw a 27% bump in sales. Warning signs?
Article
| Nov 16, 2023
Those are just a fraction of the RMNs advertisers have to choose from. As the channel grows, retailers beyond consumer packaged goods are getting involved, from department stores to delivery companies.
Article
| Jun 5, 2023
Article
| Jul 12, 2023
The FTC spots a trust problem in health and wellness advertising: Nearly 700 brands including Unilever and Coca-Cola are warned for misleading ads.
Article
| Apr 13, 2023
While brands can’t directly advertise within Instagram DMs, Meta’s “click-to-message” ads, which users can click to start a conversation with a business, are the company’s fastest-growing ad format. Crystal ball: Pinterest relied on usage data and predictive models to inform its trend forecast. It expects blue makeup, combat sports, and “slowcations” will become favorites among Gen Z and millennials.
Article
| Dec 19, 2023
Kroger Precision Marketing’s secret sauce: Achieving equivalent sales impacts with 51% fewer impressions, enhancing ad intelligence with in-house platforms, and recruiting top-tier talent, according to Cara Pratt.
Article
| Jul 17, 2023