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

Key Question: What is our outlook for CTV ad spending in the next four years as linear TV continues to recede and emerging digital formats, like retail media, take hold? We鈥檝e lowered our CTV ad spending outlook, but the format remains robust.

Nike and Converse this month filed a lawsuit against 52 purported counterfeit networks that together run 98 websites that have sold fake Nike or Converse merchandise to US consumers within the past 12 months, per Retail Dive.

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.

Cryptocurrency volatility has tempered expectations for crypto payments. But it hasn鈥檛 erased them: Retail, remittance, and cross-border B2B payments remain in growth mode.

The service allows merchants to take advantage of the retailer鈥檚 extensive and advanced logistics, warehousing, distribution, fulfillment, and transportation networks to get products to consumers faster and more efficiently. Zoom out: Supply Chain by Amazon fulfills several objectives for the retailer.

Microsoft is picking up ad spend by improving search, social, and video features, as well as improving ad targeting and measurement. The company is also inserting itself into the rapidly growing retail media market. In the last few weeks, Microsoft has announced a slew of updates that will help it expand its business.

Retail media, connected TV (CTV), and search will play key roles in the future of digital advertising. This shift has retailers like Amazon aiming to expand CTV and social network companies like Meta leaning into search. Here are five predictions, according to our analyst Andrew Lipsman, that were shared during our virtual summit earlier this month.

And then a significant 31% watch them on online marketplaces like Amazon, which is interestingly the same share of those who watch on TV networks sites like QVC or HSN. So yeah, it depends on where they put this as well. If they put it on social media or maybe on YouTube, it might have maybe more chance of catching on. But our Senior Retail Analyst, Zak Stambor, made a good point.

American Express is expanding Amex Offers, which allows advertisers to serve card holders tailored deals. The expansion comes on the heels of Chase and PayPal launching financial media networks (FMNs), a trend we expect will continue.

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

National Retail Federation. Yahoo Finance.

Kroger insists it would benefit from an expanded network of suppliers, stores, and fulfillment centers, enabling it to lower prices and offer consumers more choice. The sale鈥檚 launch dovetailed with the retailer releasing the locations of the 579 Kroger- and Albertsons-owned stores it plans to sell to C&S Wholesale Grocers to allay antitrust concerns.

Target shifts away from a nationwide distribution network: By placing goods closer to customers, the retailer is delivering orders faster and speeding up store replenishment.

The context: The service leverages Amazon鈥檚 massive, rapidly evolving fulfillment network to unlock a lucrative revenue stream. When ecommerce sales boomed early in the pandemic, Amazon responded by rapidly expanding its logistics footprint. But as growth moderated, the retail giant found itself with excess inventory, which led it to sublet some warehouse space.

It is expanding its network of distribution centers and announced plans to buy SRS Distribution, a distributor of roofing, landscaping, and pool supplies, for $18.25 billion. The strategy could help insulate Home Depot from future consumer-facing disruptions because Pros typically offer a steadier source of sales.

The retail giants each aim to extend their dominance of the US retail ecommerce ecosystem by making their fulfillment operations faster and more efficient. The two retailers will account for nearly half of US retail ecommerce sales this year, per our forecasts, with Amazon generating 37.6% of the market, and Walmart Inc. accounting for 6.8%.

That鈥檚 important as it looks to build an Amazon-like flywheel that consists of three main elements鈥�media, advertising, and commerce. But while Amazon鈥檚 strength in commerce enabled it to build a flywheel that incorporates media and advertising, TikTok hopes to leverage its media and advertising know-how to build a version that weaves in commerce.

Satellite networks will also help bring broadband to rural areas. Even where satellite networks don鈥檛 connect directly with phones, they will provide easy connections to cell towers or other network edge sites in areas that don鈥檛 have fast broadband. High-speed airplane connectivity will soon be widely available.

The travel and retail industries will post healthy digital ad spending growth figures this year, but many other verticals we track will underperform compared with the national growth average. Next year is looking better for almost all of them.

The environmental fallout includes economic disturbances such as factory shutdowns, higher risk for insurers, disrupted tourism industries, supply chain havoc, property damage, network outages, and food-price inflation. Increasing climate-related regulation internationally means demand for effective climate technologies will rise over the long term.

Also, the last sports train out of town, the NBA will be the last major sports media property to come up for bidding in a long time notes Lee Burke of consulting company LHB Sports and Entertainment Media. Let's move to round two, we start with Ethan. Shoppable ads are paying off for smart TV owners.