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Netflix reports 15% revenue growth: Its ad-supported tier and live sports drove success despite slowing subscriber gains.

OTA websites creating audience segments for on- or off-site advertising based on signal data, e.g., retailers or brands promoting luggage and swimwear to shoppers who are researching and planning summer family vacations. Travel companies can offer advertisers the chance to reach consumers across multiple digital touchpoints and captive audiences.

To turn things around, the retailer recently refreshed its branding and introduced a number of new ways to keep shoppers engaged across its digital and physical channels. Best Buy鈥檚 app now features a home page with tailored content, a 鈥淒iscover鈥� tab where consumers can find new tech, and a 鈥沦丑辞辫 with Videos鈥� section with a curated assortment of videos.

鈥淎蝉 shopping capabilities expand on platforms like social media and CTV, commerce is becoming more connected to media.鈥�. This was originally featured in the Retail Media Weekly newsletter. For more marketing insights, statistics, and trends, subscribe here.

The travel game: Travel ad spend growth is cooling slightly this year after two post-pandemic years of explosive travel spending that had airlines racing for brand recognition. We forecast that US ad industry media spending will grow 5.3% to $9.86 billion this year, significantly slower than 2023鈥檚 16.8% growth and 2022鈥檚 23%.

Social platforms have been bolstered by ecommerce-driven ad spending, automated ad offerings such as Meta鈥檚 Advantage+ suite, and an ever-increasing emphasis on video. Key Question: What is responsible for the strong growth projected for social ad spending?

Today鈥檚 marketers can deploy specialized ecommerce solutions on their websites, including conversion rate optimization, referral marketing, interactive shopping, and brand partnerships鈥攁ll on a performance basis, often with just a few clicks. Influencers, too, are making their mark.

As linear TV ad spending continues to dwindle, connected TV (CTV) is more than filling the void. The net result is healthy growth when we look at the combined TV and CTV market. Key Question: How are TV and CTV ad spending performing, and what do those trends mean for ad buyers and sellers? Key Stat: Combined spending on TV and CTV will grow by over $12 billion between 2023 and 2027.

Programmatic digital display is no exception to the ad spending downturn that has sent ripples through our forecast. As marketers scrutinize their investments, social networks are losing share of the programmatic pie while CTV and retail media drive growth.

By using first-party affiliate data to better understand their audience鈥檚 shopping habits, publishers can offer targeted deals that resonate more with their readers, Willens said. What advertisers can do. The key is to connect with today鈥檚 more discerning consumer. Offering one-size-fits-all discounts won鈥檛 work anymore, Willens said.

US Retail Industry Ad Spending 2024 (蘑菇AV subscription required). Methodology: Data is from a February 2025 Civicscience survey. 4,000+ US adults ages 18+ were surveyed online during February 3-4, 2025. The survey was weighted by the U.S. Census.

The news: Just Eat Takeaway teamed up with ecommerce marketing company Rokt to enable endemic and non-endemic advertisers to pay for placements on its order confirmation and order tracking pages. The capability works across all of the delivery company鈥檚 apps and websites, which include Grubhub in the US, Just Eat in the UK, Lieferando in Germany, and delivery brands in 16 other countries.

Use this chart: Digital advertisers can use this chart to inform retail media investments and highlight the boost in ad spend during Q4 2023, likely due to the holidays. Related 蘑菇AV reports:. US Amazon Ecommerce Forecast 2024 (Subscription required). Retail Media Search Forecast and Trends 2024 (Subscription required).

Netflix and YouTube are siphoning subscription revenues from pay TV鈥檚 losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Connected TV (CTV) is now an integral part of retail media. Media networks can offer rich third-party data, while CTV platforms have advanced targeting capabilities and an engaged audience. But just how big is the opportunity?

Talent hunt: As brands focus on retail media network ad spending that provides better omnichannel customer targeting, tracking, and improved performance measurement and campaign attribution, retailers need to fill their skills gaps by hiring talent in ad tech, martech, and growth marketing, according to Dan Goldsmith, managing director at Three Pillars Recruiting.

The economy鈥檚 bumpy ride, worse-than-expected retail ecommerce growth, and advertiser skittishness in H1 2023 did not slow retail media鈥檚 growth. We now expect US retail media ad spending to be nearly a billion dollars greater in 2023 and nearly $4 billion higher in 2024 than previously estimated (see leading chart). Expect even stronger near-term growth.

Our industry ad spending estimates are updated yearly and are based on our estimates of total US digital ad spending, which were most recently updated in Q2 2023. Industry Definitions.

Amazon鈥檚 playbook: The retail ecommerce giant has aggressively expanded its advertising presence this year, primarily by launching ads on Prime Video. Amazon鈥檚 ad offerings have been heavily integrated with its retail business, enticing sellers to spend more on the platform and encouraging advertisers to list their products on Amazon鈥檚 marketplace.

From 2024 to 2026, FMN ad spend will explode at a 107.0% compound annual growth rate to hit $1.50 billion, per our forecast. Overheard at #AWNY: Still, PayPal's ad debut could raise user experience concerns.

Why it matters: Media companies are especially exposed to shifts in consumer behavior and ad spend鈥攁nd both are now under pressure. Ad budgets face new headwinds. As costs rise, consumer brands in retail, tech, and CPG may scale back marketing鈥攂ad news for platforms like Netflix, Disney+, and Roku, which increasingly depend on advertising. Content spending will tighten.

Ad spending is looking shaky for many of the legacy formats across digital and traditional. New channels have arrived, however, and there are bright spots. This year could be rough, but 2024 is looking better.

Determine alcohol ecommerce ad spend. More like this:. Bud Light鈥檚 sales tank even as macro beer brands gain share. Walmart鈥檚 strengths lie in grocery, retail media, but fulfillment spells an opportunity. How ecommerce powers Amazon鈥檚 success in 5 charts. US Alcohol Ecommerce Forecast 2023 (Insider Intelligence subscription required).