But other definitions include showing a product ad when a customer is shopping on a competitor’s page, showing an ad to a customer who hasn’t purchased that product before, and serving ads to customers when they are likely to repurchase. To navigate these challenges, advertisers and agencies are employing a variety of strategic tactics, including:. 1. Data clean rooms.
Article
| May 27, 2025
Last week, Walmart warned shoppers could see price hikes by month’s end, as elevated tariffs threaten its “everyday low prices” model. In response, President Donald Trump posted on Truth Social that Walmart should “eat the tariffs”—a rare admission that tariffs squeeze margins and lead to price increases.
Article
| May 19, 2025
A2A payments made up 5% of US ecommerce purchases in 2023, per Worldpay, and that share is only expected to grow to 7% by 2027. For in-store retail, A2A payment usage is almost nonexistent. Real-time payments innovation could spur usage, but not in the short term. Merchants want to capitalize on the benefits of A2A payments.
Report
| Feb 27, 2025
Constellation Brands said Hispanic shoppers, who account for more than 50% of Modelo beer drinkers, have cut back on social events and purchases. “There’s a fear of the ICE raids” that is causing consumers to change their behavior, Jim Sabia, president of the company’s beer division, said during the Goldman Sachs Global Staples Forum this week.
Article
| May 14, 2025
This is the Q2 2025 installment of our "Retail and Ecommerce Sales Benchmarks” series, which helps retailers and brands gauge their sales mix against the market.
Report
| Jul 2, 2025
A new four-day format for Amazon’s tentpole event will shake up the playing field.
Report
| Jun 18, 2025
The global payments industry will be a $2.3 trillion revenue opportunity in 2028. But shifting business models, new technologies, and alternative payment methods are changing how key card players compete for a share of this revenue.
Report
| May 19, 2025
For instance, it saw year-over-year hardware sales growth during Amazon’s Big Spring Sale by showing up where customers are already shopping. Our take: For big-ticket items, an omnichannel experience isn’t optional—it’s essential. Micro-stores, gym partnerships, and retail platform visibility offer Peloton a more flexible, diversified path forward. But the strategy may be too little, too late.
Article
| May 9, 2025
Tariffs threaten to reduce US digital ad spending growth this year. This series explains the effects tariffs will have on ad spending in search, social, CTV, and retail media—and which parts of each might fare best and worst.
Report
| May 21, 2025
This is the Q1 2025 installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 18, 2025
The news: Cannes Lions 2025 is highlighting how retail media is moving beyond performance marketing into broader applications across brand storytelling, in-store influence, and customer experience. Executives like Victoria Usher and Jim Kane are calling attention to how brands now activate retail data for segmentation, planning, and innovation across media touchpoints including CTV and search.
Our take: This shift reflects growing demand for privacy-safe, first-party data solutions amid signal loss and rising complexity. Cannes will underscore retail media’s potential to support creativity and full-funnel integration. The future isn’t just attribution—it’s about making retail platforms vital to brand equity and long-term engagement.
Article
| Jun 12, 2025
The news: Amazon plans to bring same- and next-day delivery to more than 4,000 smaller cities and rural communities by year’s end.
Our take: Amazon’s growing focus on rural delivery is squarely aimed at deepening Prime’s value, driving higher engagement, and unlocking long-term loyalty in a market that still holds plenty of untapped potential.
Article
| Jun 24, 2025
The news: Google Pay added Klarna to its in-app BNPL roster of Affirm, Zip, and Afterpay.
Our take: Klarna’s late adoption of a physical card like Affirm’s Affirm Card in the US set the BNPL provider back in terms of capturing a wider user base and payment volume. Integrations like Google Pay and Apple Pay can help overcome that gap—though Affirm also has partnerships with both Google Pay and Apple Pay.
Article
| Jun 24, 2025
Nonalcoholic beer set to overtake ale as world’s second-largest beer category: Younger consumers drive the growth as they consume less alcohol.
Article
| Jun 3, 2025
The trend: A growing parade of retailers are front-loading July promotions to capture sales before the start of Amazon’s Prime Day event, which will run from July 8 at 12:01am PDT through July 11.
Our take: There's a good reason that more retailers are joining Walmart and Target in attempting to get a head start on Prime Day. Amazon typically garners an outsized share of sales during its marquee event; we expect Amazon will account for 75% of US ecommerce sales during Prime Day this year.
Article
| Jun 30, 2025
This is the Q1 2025 installment of our quarterly “Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.
Report
| Apr 18, 2025
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Forecasts
| May 13, 2025
Source: ĢAV Forecast
Forecasts
| May 13, 2025
Source: ĢAV Forecast
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Forecasts
| May 28, 2025
Source: ĢAV Forecast
Forecasts
| Jun 3, 2025
Source: ĢAV Forecast
The news: FICO will release credit scores that incorporate buy now, pay later (BNPL) reporting this autumn, per a press release.
Our take: Reporting BNPL data to the credit bureaus would be a solid step toward combatting BNPL’s “phantom debt” criticism.
Article
| Jun 24, 2025
The news: Shopify partnered with Coinbase and Stripe so customers can pay with the USDC stablecoin at checkout.
Our take: Coinbase is the biggest winner in this partnership. Cryptocurrency needs to gain traction with a wide merchant network to accelerate its use, and Shopify represents a huge score for Base.
Article
| Jun 13, 2025
Forecasts
| May 13, 2025
Source: ĢAV Forecast