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Microsoft brings AI ad features to Copilot: It鈥檚 vying for ad dollars in an increasingly competitive chatbot space.

Contextually relevant content helps to avoid alienating shoppers, increases the effectiveness of the ad, and avoids cannibalizing sales for endemic brands. What is the ad spend potential for non-endemic advertising? In 2024, retail media ad spend is expected to exceed $54 billion, while total digital ad spend will top $302 billion, per our forecasts.

That flexibility will help power double-digit ad spending growth in 2025 and 2026. Newer, smaller players are gathering real momentum. The healthy advertising growth we forecast for the next couple of years will be partly driven by surges from smaller, relatively new category entrants. Moves by Google are helping this transition along.

Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.

Overall, we expect off-site RMN ad spending to grow 42.1% YoY in 2025. Attracting non-endemic brands is crucial for long-term growth. As the retail media industry matures and spending from existing advertisers plateaus, RMNs are looking to non-endemic brands as a growth opportunity.

Post-relisting, TikTok skyrocketed past US rivals in downloads, reclaiming its dominance while RedNote, once a rising competitor, struggles to keep users.

Worldwide retail media spend will hit $140 billion this year, according to our December 2023 forecast.

Retail media was the fastest-growing digital ad channel worldwidein Q3 2022, with retail media spend increasing 45% versus a year ago, according to Skai. It also gave advertisers more bang for their buck with impressions up 61% and costs per click down 12% year over year.

US apparel ecommerce sales are set to reach $263.18 billion by 2028. To take advantage of this opportunity, brands and retailers need to understand online sales trends as well as shopper behaviors and preferences.鈥�

WBD grows streaming profits as TV revenues decline: It added 6.4 million Max subscribers, but TV ad declines and cord-cutting continue.

Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect鈥檚 new API should help it attract more ad dollars from smaller brands and marketplace sellers.

Consumer adoption of digital technology for in-person shopping accelerated during the pandemic, as use cases expanded for QR codes, digital payment options, and contactless pickup. Still, retail media spend in physical stores won鈥檛 increase meaningfully over the next four years. In-store retail media spend will exceed $1 billion by 2028, with its YoY growth outpacing that of online retail media.

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.

The continuing problem of made-for-advertising (MFA) sites and a number of reports from industry activist group Adalytics highlighting brand safety failures has put a spotlight on how DSPs are responding. 11% of worldwide website ad spend went to MFA sites, per a December 2024 Pixalate study.

With the majority (55%) of Currys鈥� sales taking place in stores鈥攁 proportion that鈥檚 held steady for the past three years鈥攖hose impressions have a solid chance of convincing shoppers to make a purchase.

They made Advantage Plus shopping campaigns a big focus in the last quarter of the year. It overlaps with the holiday season and a big cyber five period and they saw price per ad jump a pretty significant amount. I think it was 14%. Just shows that there's strong demand for this ad format among retailers or eCommerce brands. Yeah, I think that AI is really helping this company out a lot.

The German market has more ad dollars assigned to retail media than do either the French or UK markets. Retail media has had a head start in Germany thanks to Amazon. This year, retail media ad spending will account for 19.5% of all digital ad spending in Germany, 14.2% in France, and 12.5% in the UK. But growth won鈥檛 falter, even against a strong performance in other categories.

VIZIO鈥檚 SmartCast OS will enhance Walmart鈥檚 retail media network, offering brands a more precise way to target shoppers using Walmart鈥檚 first-party data. Streaming ads will enable Walmart to reach consumers beyond its website and stores, positioning it as a more competitive ad partner against Amazon and Google.