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2025 will bring significant change to the retail industry: Several of the main trends dominating retail鈥攇enAI, RMNs, and China鈥檚 ecommerce disrupters鈥攚ill look very different this time next year.

Beyond traditional ecommerce, the retailer sees GameChanger, its profitable SaaS platform for youth sports, and the Dick鈥檚 Media Network as key long-term growth drivers. The retailer says that while it is still early days for its retail media efforts, results have been promising.

Commerce media networks are expanding beyond retail into new verticals like travel and financial services, creating opportunities for targeted advertising using first-party purchase data. The key to growth will be achieving a delicate balance, and engaging鈥攔ather than alienating鈥攃onsumers.

On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.

Walmart dominated the US retail landscape in 2024: The mass merchant鈥檚 ability to offer savings and convenience won over shoppers, and its growing ecommerce and advertising businesses are helping it make inroads against Amazon.

That makes it a top priority for retail banks and credit unions. Almost three-quarters (74%) of US consumers across generations want more personalized banking experiences, per February 2024 data collected by The Harris Poll for Q2.

What鈥檚 next for retail media? The rapidly expanding ad channel is facing growing pains as the majority of RMNs struggle to keep pace with Amazon and Walmart.

In-store retail media networks (RMNs) will be another strong driver of OOH growth. Retailers have realized that the powerful first-party data they鈥檝e used to build their media networks can also be effective where the vast majority of their sales occur鈥攊n stores. Even so, in-store, place-based ad spending in the US will hit only $370 million this year, but it will top $1 billion by 2028.

Halfway through the current decade, retail media has bled into the wider concept of commerce media, which will be a $68.69 billion industry in the US this year, per our December 2024 forecast.

Chase鈥檚 newly launched financial media network has opened the floodgates for other financial institutions. While lucrative on paper, securing advertiser and customer buy-in isn鈥檛 guaranteed.

Traveling for the holidays? Here are four episodes of our "Reimagining Retail" podcast for your listening pleasure.