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Ad spend is growing fastest in beauty and personal care. US retail media ad spend on beauty and personal care grew 38.1% YoY in Q2 2024, faster than any other category. However, that percentage is down from 48.1% YoY growth in Q1, per Skai. Sports and fitness saw the largest decrease in retail media ad spend, down 10.2% YoY in Q2.

Instacart is the latest retail brand attracted to the Super Bowl: Even at $7 million a pop, brands find the spots are worthwhile buys.

Mediaocean acquires Innovid: $500 million deal merges platforms to challenge google in connected TV and global ad tech.

Ad spend continues to grow faster than the GDP, fueled in no small part by connected TV (CTV), retail media, social media, and search.

So early this year it launched an image search feature for TikTok shop. So directly linked to the products that people will be searching for, which I think was pretty smart. And then in September, so a few short months ago, it introduced the its TikTok search ads campaign. So this is a more traditional keyword based solution that allows brands to appear in platforms, search results.

A forced sale could upend Google鈥檚 ad revenue streams, alter the search landscape, and open the browser market to new competition.

Encouraged by its success, AppLovin plans a larger ecommerce expansion in 2025.

A surge in ad spending in high-risk digital channels, increasingly sophisticated AI tools, divisive political rhetoric, social platforms with lax content moderation, and incidences of ad fraud on connected TV (CTV) are conspiring to make this an unprecedented year for brand safety challenges. This deck will:.

Retailers are reimagining shopper journeys with AI-assisted search. As platforms refine their new tools and features, consumer behavior and retail search ad formats will evolve. Obstacles to measuring incrementality remain.

Amazon integrates Freevee content with Prime Video: Viewers gain access to ad-supported shows while Amazon streamlines its media ecosystem for advertisers.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

The trend: Retail media networks (RMNs) are rushing to enhance their offerings amid stiffer competition for ad dollars and rising demand from advertisers for transparency and accountability. Best Buy Ads鈥� new Social+ feature allows advertisers to target the retailer鈥檚 customers on social platforms, starting with Facebook and Instagram.

ByteDance鈥檚 non-China revenues grow 60%: TikTok鈥檚 ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

Broadcasting football games allows Amazon to receive sponsorships from national non-endemic brands like Little Caesars and Mercedes-Benz that don鈥檛 sell their products through Amazon鈥檚 ecommerce platform. Local sports are also coming to Prime Video. Amazon acquired a stake in bankrupt Diamond Sports Group in exchange for offering its regional sports networks through Prime Video.

Etsy鈥檚 window of opportunity: Unlike most of its ecommerce peers, Etsy is considerably less exposed to products from China, protecting it from the worst of the current tariffs. 蘑菇AV half of Etsy鈥檚 GMS comes from domestic sellers catering to US buyers, helping to shield it from tariff-related pricing pressures.

On today鈥檚 podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.

While the lion鈥檚 share of that money will go to Amazon鈥攚ith Walmart as a distant second鈥攔etailers that can offer brands the ability to reach new or incremental audiences, access their first-party data, and deliver strong return on ad spend have a better chance of standing out in a crowded field.