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In part two of this two-part podcast episode, we discuss some more predictions for 2024 that are too specific to be 100% certain about but could still come true, including: what happens next when measuring retail media, Starbuck's drone delivery pilot, and how the publisher/AI relationship will play out. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss how many Americans have a mobile wallet, which ones are most popular, and what's happening with retailers' branded wallets. Then for "Red-Hot Retail," our analysts give us four spicy predictions about the future of mobile wallets. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Jaime Toplin.

When you have Fire TV and Freevee and their DSP, and now you have Prime Video ads and the stuff they're doing with sports, not to mention all the search advertising they have as a retail media network, they're going to be a juggernaut. It's really a true triopoly and they'll probably actually be the number two company before long, in the US. Marcus Johnson (08:17):. Right.

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.

Ad spending will rebound in 2024, as mobile formats continue to dominate and areas like connected TV and retail media drive renewed growth.

But that when you go from the 80 30, that money is not going just to connected tv, it's going to social, it's going to retail media networks.