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Retail media networks will challenge Google and Meta, and offer retailers serious margins.

Advertisers battle economic difficulties as they head into upfront negotiations.

Retail media鈥檚 positive hype is real. We expect it will disrupt the digital advertising landscape worldwide. In Canada, a handful of players鈥攍ed by Amazon, Walmart, and Loblaw鈥攈ave turned it into the fastest-growing ad segment in the country, and at scale.

IAB introduces in-store retail media standards: New guidelines aim to unify ad formats, metrics, and improve measurement transparency.

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 battle between Walgreens and Cooler Screens underscores in-store retail media challenges: Glitchy technology, measurement challenges, and outdated store infrastructure doomed the partnership.

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.

Banner 补诲蝉鈥� share will drop to 14.9% in 2027 and 13.3% in 2029. Other mobile ad formats鈥� shares will also decline over the next four years. Search remains its own ad market dominated by Google, which will earn 60.3% of the $89.17 billion in mobile search ad spending in 2025. A large portion of the remainder of search ad revenues will go to retail media networks, primarily Amazon鈥檚.

鈥淚n 2022, retail media hit the first of many milestones when it became the fastest US ad channel to eclipse $30 billion in spending鈥攏early twice as quickly as it took social media,鈥� our analyst Max Willens said on a recent Meet the Analyst webinar. 鈥淭hat was just the start.鈥�

This year's Consumer Entertainment Show (CES) featured a number of innovations targeted at retailers and the rapidly growing category of retail media. From innovations in shoppable TV to the expansion of AI usage, here are some prominent retail products found at CES 2025.

The platform鈥檚 unique pricing model鈥攚here it sets both the amount it pays merchants as well as how much products retail for鈥攁llows it to keep prices low, but it also means that sellers have very little room to raise prices to offset advertising fees or other costs. Adding ads also complicates Temu鈥檚 pitch to sellers.

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

Over 9 in 10 US marketers who invest in creator marketing planned to promote their partnerships via retail media networks in 2025, per Q3 2024 data from LTK and Northwestern University. That trend will help drive retail media ad spending, which will rise by 20.2% YoY in 2025. Brand deals are no longer bound to social platforms.

Retail marketplace ecommerce sales are growing faster than overall online sales in the US, and a new crop of players with roots in China, like Temu and TikTok Shop, is disrupting the space. Our exclusive research shows how US consumers are shopping across online marketplaces and how their habits are evolving. 鈥�. This deck will:鈥�.

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.

Instacart announces slew of partnerships to combat slowing growth: The delivery platform is adding new retail partners and expanding its ad reach.

Amazon will begin selling its ad tech to third-party retailers: The new Amazon Retail Ad Service will give companies access to the retailer鈥檚 advanced targeting and sizable advertiser network.

Over 9 in 10 US marketers plan to promote creator partnerships via retail media networks in 2025, according to a 2024 LTK and Northwestern University study. Use this chart: Marketers can use this chart to strategize and identify influencer partnerships that align with consumer preferences.