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So it's a very diverse landscape, be it digital marketplaces, mass merchandise, category specialists, or commerce intermediaries, thinking about those last mile players. Now, it's very interesting to see when we look at some of the major retailers, their traffic to their site is actually bigger than a lot of the major publishers in certain countries.

Retailers stop viewing the store as "a single moment and start to take a step back to ask 'What's the lifetime value of investment, and what role does the store play in driving that maximum lifetime value?'" said Ethan Chernofsky, senior vice president of marketing at Placer.ai, at last week's 蘑菇AV's summit on Commerce Media Trends 2025.

JPMorgan also launched Commerce Solutions, a suite of payments infrastructure and applications, including cloud-based payments tech, aimed at helping merchants accept consumer and B2B payments. Biometric benefits:. Biometric payments could save time for merchants while boosting sales and user loyalty. For consumers, JPMorgan claims the payments will be quick, phone-free, secure, and simple.

This enables advertisers to plan and manage retail media campaigns alongside other digital media channels. 2. Night Market provides real-time insights. Night Market, Horizon Media鈥檚 commerce division, has launched NEON, an AI-powered SaaS platform for real-time standardization of campaign measurement across all the RMNs an advertiser works with.

Another tariff: Compounding the housing sector鈥檚 challenges, a 50% tariff on imported steel derivative goods is set to start on June 23, per the Commerce Department. That fee will be levied on the steel and aluminum content of products like washing machines, dishwashers, refrigerators, dryers, and stoves.

Ultimately, standardization and consistency are about enabling transaction, said Ron Pinelli, senior vice president of digital research and standards and associate director at the MRC, during the IAB鈥檚 Connected Commerce event last week.

So it's a little bit of a hybrid between live streaming and mobile shopping and what you can do with traditional TV or connected TV, but it shows just how an in-demand product can really drive this kind of livestream commerce or live shopping.

Again, at a very high level, I look at IKEA and Walmart's move having to do more with recognizing commerce activity that's already happening online, but elsewhere and bringing it directly into their ecosystems, just capitalizing on, again, some of that resale activity that's already going on. And then ThredUp feels different to me, it feels more like a re-evaluation of their resale business model.

Travel and hospitality brands like United Airlines are particularly well positioned to break into commerce media due to the massive amounts of first-party data they collect from customers.

Smart homes may start to have new commerce opportunities. The combination of better interoperability and more powerful voice assistants, thanks to the integration of generative AI, should open new doors to commerce. Control hubs may provide space for display advertising. Matter creates the need for smart home control hubs, which will probably include smartphone apps and displays within the home.

To achieve brandwide results, brands need to include all the relevant internal stakeholders in the planning and strategy process, said Matt Drzewicki, vice president of partner solutions at Roundel, Target鈥檚 retail media network, during the Interactive Advertising Bureau鈥檚 (IAB鈥檚) Connected Commerce Summit in September.

In a recent conversation on Bluesky, Dorsey told users that ads, commerce, and subscriptions were all on the table. Reddit will soar鈥攊f it can keep users happy. Before the user revolt, Reddit鈥檚 growth prospects were positive. It will be the fastest-growing social platform that we track through 2027, with more users than Twitter starting next year.

鈥淥ur collaboration with Kroger highlights the critical importance of first-party data in a cookieless world,鈥� said Mike Brunick, senior vice president, head of commerce media at Yahoo. 鈥淏y integrating their retail data into our DSP, we can scale the impact of that data and deliver better results. This is ultimately beneficial for both retailers and advertisers.鈥�.

They have a decent amount of digital traffic, but most of the commerce that they drive happens in their stores. And so for them to make retail media really work for them, they need offsite spending to grow and grow and grow. The reason I bring all this up is that retail media, most of the spending is onsite right now, principally because of Amazon and Walmart.

In addition to Epsilon, H-E-B is working with Skai, a commerce media platform, to expand advertiser access and optimization capabilities. Looking forward, H-E-B plans to expand buying integrations and enhance platform reporting. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

A more direct path: As an online-only supermarket, Ocado owns about 15% of the UK鈥檚 online grocery space but just 2.5% of the total grocery market.That means Ocado must think differently than its larger competitors.

Instagram has long allowed third-party commerce services on its platform, but it recently published a video announcing that it won鈥檛 recommend content that asks people to comment with a specific 鈥渨ord, number or emoji.鈥� That could include words like 鈥淪hop.鈥�.

Kajabi, which primarily offers online course services for creators, said in March that creators had earned $5 billion in lifetime gross merchandise value (GMV) by selling digital goods. There is a long tail of other revenue streams and smaller creator-focused firms. Affiliate marketing, commerce, and subscriptions are other important income sources for the creator economy.

Globally, digital loyalty cards are the second-most-popular channel for interacting with loyalty cards. But in the UK, physical loyalty cards are still more popular than their digital counterparts, per Antavo. Loyalty data can supercharge retail media strategies. Shoppers are willing to trade valuable personal data for coupons.

These are derived from online purchase receipts, credit, debit and banking data, and bill-scrape data. Antenna cleans and models this raw data, and then subsequently weighs the panel for demographic and behavioral skews.

Retail sales grew 4.1% YoY in November 2023, per the US Commerce Department鈥檚 Census Bureau, while Mastercard SpendingPulse tracked a 3.1% YoY retail spending gain from the 2023 holiday season (i.e., between November 1 and December 24). Because it鈥檚 never too early to start planning for the biggest retail period, here are four super early predictions for the 2024 holiday season. 1. Election effect.

For instance, creator-commerce platform LTK rolled out a shopping tool in June that鈥檚 specifically focused on DMs. Users who comment 鈥渟hop鈥� on an LTK creator鈥檚 Instagram post receive a DM including a link, where they can shop products in the post. But most social users in the US aren鈥檛 shopping within a messaging context.

Amazon outperformed rivals during February 28 economic boycott: Industry KPI data shows Walmart's and Instacart's online traffic declined.

And commerce is really the final component that it needs to crack. It hasn't been easy for TikTok. Those struggles have been well-documented, but it is determined to overcome those challenges and really make commerce work. Just in the past couple of months, we've seen it roll out TikTok shop.

Shoppers spent $7.9 billion online during the first 24 hours of the sale, a 9.9% increase YoY. That made it the single-largest ecommerce shopping day so far this year鈥攁nd put the four-day event on track to reach $23.8 billion in online sales, the equivalent of two Black Fridays-worth of spending.