蘑菇AV

Physical stores are the new frontier for retail media. But undeveloped tech capabilities, competing priorities, and unproven new formats are hurdles retailers need to address.

How can ad buyers calibrate their ad spending and budget allocations against average for their industry, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

How can ad buyers calibrate their B2B ad spending and budget allocations against the market, and how can publishers and solution providers assess whether their ad revenues are in line with industry trends?

Our analysts are currently preparing an updated US Retail & Ecommerce forecast, slated for release in May, with revised global retail forecasts coming by late June. Our take: The tariff escalation is more than a headline鈥攊t鈥檚 a structural shock that could reshape global consumer demand and ad spending for the remainder of 2025 and for years to come.

CPG digital ad spending growth in 2024 will beat the average across industries.

The UK鈥檚 digital ad spending will be constrained by a tough economy. Only travel will see significant growth, but that鈥檚 from a particularly low starting point. Retail digital ad spend will continue to lead in absolute terms.

CPG companies spend more annually on digital ads than every cohort besides the retail industry. However, CPG digital ad spending growth underperformed compared with most other industries last year, and it will do so again this year. Next year is looking better though.

UK retailers are leading the charge on in-store retail media, thanks to their already extensive digital screen networks. Here鈥檚 what brands and retailers worldwide can learn from the digitization of UK stores.

Retail media networks (RMNs) are expanding beyond retailers' websites and apps, pushing into connected TV (CTV) and in-store displays. As the industry matures, experts predict 2025 will be marked by significant growth in these off-site channels, with new technologies and partnerships reshaping how brands reach consumers throughout their shopping journey.

An increasingly fragmented retail media ecosystem has made it difficult for advertisers to track campaign performance across multiple retail media networks (RMNs), said Liz Roche, vice president of measurement and media at Albertsons Media Collective.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.

CPG and retail are both core buyers of social media ads, in part to deflect the threat from new online challengers. The two industries will account for nearly 50% (29.9% by retail and 18.9% by CPG) of social ad spend this year. Retail has always spent heavily on social media, but heavy spending on social ads by Shein and Temu has driven the rest of the retail industry to spend more there as well.

Ad revenues for digital pure players in retail media, social media, search, digital audio, and digital video are still expected to grow nearly 10%, reaching $293 billion. Retail and search ad formats will also grow 10% to reach $167 billion, and social media formats will grow 11% to $92 billion.

Ad spending will rebound in 2024, as mobile formats continue to dominate and areas like connected TV and retail media drive renewed growth.