蘑菇AV

The news: The Trade Desk CRO Jed Dederick likened Amazon鈥檚 advertising approach to Google鈥檚, accusing it of bundling and self-preferencing practices that threaten market competition. In an interview at Cannes Lions, Dederick urged Amazon to adopt a more open model like Meta鈥檚, warning that closed systems could draw regulatory scrutiny. Our take: By framing Amazon as the next Google, The Trade Desk is angling to become the preferred neutral alternative for marketers. As Amazon expands in CTV and commerce media, regulatory pressure may follow. If it does, The Trade Desk is well-positioned to gain from any shift toward more transparent platforms.

On this special edition podcast, we examine practical ways to track commerce media ROI鈥攃overing KPI selection, attribution, and cross channel measurement. 蘑菇AV Principal Analyst, Sky鈥疌anaves talks with Maev鈥檚鈥疢ichael鈥疌ampi, PepsiCo鈥檚鈥疢ike鈥疓laser, and LiveRamp鈥檚鈥疌hristine鈥疓rammier in this panel from the May 9th 蘑菇AV virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

On this special edition podcast episode, learn about the rise of off-site retail media advertising with 蘑菇AV Principal Analyst, Sarah Marzano and Google鈥檚 Head of Retail Media, Shawn McGahee. This conversation is from the May 9th 蘑菇AV virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

On this special edition podcast, we explore how top brands master commerce media鈥攃hoosing the right networks, weaving in existing channels, and optimizing for maximum impact. 蘑菇AV鈥檚 Sarah鈥疢arzano hosts InfoSum鈥檚 Senior Vice President, Sales, North America, Marc鈥疌estaro and Kettle鈥�&鈥疐ire鈥檚 Senior Director, Media and Omnichannel, Niccol貌鈥疓loazzo in this live panel from 蘑菇AV鈥檚 May 9th virtual summit, Commerce鈥疢edia鈥疶rends鈥�2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

On today鈥檚 special edition podcast, 蘑菇AV analysts鈥疭arah鈥疢arzano and鈥疢ax鈥疻illens explore how commerce media is reshaping advertising鈥攃overing platform innovation, measurement, and its overlap with CTV and social鈥攂efore a fireside chat with Chase鈥疢edia鈥疭olutions鈥� Lauren鈥疓riewski. Recorded live at the 蘑菇AV Commerce鈥疢edia鈥疶rends鈥�2025 virtual summit on May鈥�9th. Listen wherever you find podcasts, or watch on YouTube and Spotify.

Retail media鈥檚 rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

The news: PayPal is launching storefront-style ads that allow users to buy products directly within display ads on publisher sites, using PayPal or Venmo without leaving the page. Debuting in the US with partners like Business Insider and Vox Media, the units will later expand to include carousels and listings. This move strengthens PayPal鈥檚 financial media network footprint after its 2023 Ads launch. Our take: As FMN spend is set to reach $1.78B by 2027, PayPal is embedding commerce where consumers already are. These shoppable ads address friction, drive impulse purchases, and position PayPal as a safeguard against rising AI-driven agentic commerce.

The news: PayPal will serve as Selfbook鈥檚 commerce partner for its travel and hotel offerings, per a press release. Customers can book travel arrangements directly within the PayPal app. Our take: Consumers want travel features from their banks, which PayPal has taken up as a fintech payment provider.

Retailers are prioritizing unified commerce solutions to help gain a complete picture of their business operations鈥攊ncluding consumer behavior. As the tech landscape becomes more complex, key players are emerging across channels.

鈥淪hopper journeys are very complex, and retail media networks (RMNs) need scale to reach those shoppers, wherever they may be,鈥� said Shawn McGahee, head of retail media at Google, during last week鈥檚 蘑菇AV Summit on commerce media.

On today鈥檚 podcast episode, we discuss some of the moves commerce media players have made this year to stand out from the pack, why advertisers are investing in more or fewer media networks, and the main challenges for advertisers when it comes to working with media networks. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Arielle Feger, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.

At the same time, Baidu鈥檚 ad revenues will decrease 4.9% due to traditional search鈥檚 struggle as consumers turn to digital commerce and video content. Similarly, total media ad spending growth in China will trend down from 9.4% in 2024 to 7.5% in 2025. Overall consumer spending remains sluggish, making marketers hesitant to spend on all advertising, including digital.

Key stat: US digital commerce platform gross payment value growth will slow down this year, increasing only 9.0% compared with last year鈥檚 25.0%, per our forecast.

鈥淲hen retailers can offer a delivery experience that the consumer expects, the consumer is less likely to abandon their cart,鈥� said our analyst Blake Droesch. More than one-third (36%) of US consumers abandoned an order last year because shipping costs were too high and another 29% did so because their items wouldn鈥檛 arrive on time, per an August 2023 report by Digital Commerce 360.

Instacart rolled out several updates to its Instacart Storefront platform: It added AI-powered conversational search and an in-store mode to its omnichannel digital commerce platform.