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According to Lipsman, three key segments are disrupting the space: retail media, search, and video. The retail media rundown: Amazon leads the pack, gaining $5.48 billion in net ad revenues next year. The ecommerce giant will surpass Meta ($2.66 billion) and Google ($2.07 billion) combined.

TV is transforming into a retail platform: Shoppable media drives real-time purchasing, with US consumers spending $290 annually on TV-inspired products.

At the same time, nearly all (97%) plan to rework their supply chains over the next two years to improve resilience—including by expanding and diversifying their supplier networks, as well as increasing domestic sourcing.

And then you're also, I think seeing a fairly strong growth coming from retail both on the supply side and the demand side. So on the demand side, you're seeing retail continuing to grow pretty strongly as a buyer of advertising, and you're also seeing retailers expand to retail media networks, and that's just adding a lot of really high quality inventory to the ad mix and specifically in search.

On today's episode, in our "Retail Me This, Retail Me That" segment, we talk about what the leading retailers' Q4 performances tell us about the state of retail. Then for "Pop-Up Rankings: Earnings Awards Edition," we rank the two best and the two most concerning retailer performances of late. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Zak Stambor.

On today's episode podcast, in our "Retail Me This, Retail Me That" segment, we discuss why Amazon is struggling to get Amazon Fresh off the ground, what it has going for it, and what would happen if Amazon broke out a separate subscription for grocery. Then for "Pop-Up Rankings," we rank the other players that could offer lessons on how Amazon Fresh could compete with Walmart. Join our analyst Sara Lebow as she hosts analyst Blake Droesch and director of content Becky Schilling.

She was arguing that just because your product can't be boxed up and shipped out doesn't mean you shouldn't advertise on a retail media network. Ms. Marsten says the company is selling services like insurance, financial planning, real estate tutoring, lawn care, all kinds of things can consider non-endemic advertising.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss in-store retail media: what's holding it back, cooler screens and smart carts impact, and what digital advertising looks like outside the store. Then, for "Pop-Up Rankings," we rank the top three activations in retail media. Join our analyst Sara Lebow as she hosts analysts Arielle Feger and Sarah Marzano.

On today's podcast episode, we discuss whether search, social, connected TV, or retail media has been driving growth the most this year, how much non-cyclical ad growth has been fueling this year's numbers, and what to expect from ad spend in 2025. Tune in to the discussion with host Marcus Johnson and our analyst Ross Benes.

If there is in fact economic uncertainty, and I think even that's kind of debatable, they're just dealing with it in an environment where Microsoft and Google have credible cloud businesses and Walmart and a gigantic swath of retail media networks are all kind of muscling in on the money that's flowing into retail media. Marcus Johnson:.

The one place where I think Amazon and all the other players in the retail media space will always have an advantage is in measurement.

They're really expanding the retail media network rapidly. I mean I think the recent purchase of Vizio, which is originally announced purchase of Vizio, it's going to take a while to have an impact, but that's going to expand the inventory that they'll have control over for advertising and over the internet work.

On today's podcast episode, in our "Retail Me This, Retail Me That" segment, we discuss what we are paying close attention to this holiday season, how much more the holiday season has been pulled forward, and besides being earlier than everyone else, which holiday strategies will work? Then, for "Pop-Up Rankings," we rank one projected winner and one retailer that needs help this holiday season. Join our analyst Sara Lebow as she hosts director of Briefings Jeremy Goldman and analyst Zak Stambor.