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Some 58% of Association of National Advertisers (ANA) marketers used retail media networks last year, according to a report from the ANA. In the next year, expect to see more movement from marketers outside of consumer packaged goods as brands look to take advantage of the recession-friendly ad space.

Through companies that facilitate digital commerce via services such as food and grocery delivery. All of those businesses have valuable first-party data drawn from direct relationships with their customers, so they’re fertile ground for precise targeting in environments that are theoretically privacy compliant.

Part of that is a result of higher prices for things like groceries that are bringing in consumers making more than $100,000 a year to shop at Walmart for groceries. But while they're there, they might look to other categories that they regularly buy.

The question is which grocery delivery company with a growing retail media network business recently had a much anticipated IPO? Which grocery delivery company recently had a much anticipated IPO? Evelyn says Instacart, Stephanie Instacart, and hopefully Suzy says Instacart. It's true, Instacart is the correct answer. They just IPO-ed. A point each for all of you.

I mean, I don't know how many people walk around in a grocery store or a mall or a department store and go, "This place needs more ads. I need more of that.". Marcus Johnson:. I would think not many. Max Willens:. "I would like a display ad in my face while I am trying to pick out avocados. My ears are uncrammed with ads. This is unacceptable."

I think of a lot of mundane tasks that I have to complete, including shopping, and I think an AI could eventually do my grocery shopping for me. I buy pretty much the same kinds of things on a regular enough schedule that I do think so. I mean, there are already smart fridges that let you know when you're running low on things.

They've ridden cheap groceries to build a lot of connections with higher income consumers who are now in the Walmart ecosystem. They're thinking about Walmart, maybe they bought a Walmart+ membership, and they are going to benefit from that this holiday season. And they also have really low prices.

When we were putting this list together, I asked Ariel to tell me why a grocery lowering their prices was interesting and she pointed to that supplier relations thing, which sold me on it. Zak Stambor (04:10):. Yeah, I'll have a little bit to say when I adjust the numbers, I'll save my fire. Sky Canaves (04:16):. I was going to say Aldi already is known for such low prices.

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For our second story, we're across Europe and Latin America with this one and looking at a new retail media venture between French supermarket Giant Carrefour and advertising group Publicis. Just a couple of weeks ago, the two companies officially launched what they're calling Unlimitail, that just six months after first announcing they were working on the project.

So again, we expect to see an uplift in grocery sales, there might be a boost to hospitality, and you'll also get some people who'll use that extra day off to visit the shops. And finally, you have all of the patriotic memorabilia and souvenirs for the coronation. Again, it's not everyone's bag, not everyone will buy that kind of memorabilia.

Grocery retailers such as Aldi and Sainsbury’s are ramping up their efforts in this category, while specialists Boots and Superdrug have launched online marketplaces and are investing in their in-store beauty propositions.

Jennifer King of Stanford University, she had a slide deck that I was looking at and it discusses dark patterns and manipulative design and in it she was outlining manipulative design in the physical world, grocery stores, and points to a few examples.

I just think there are still some customer friction points that we just need to solve through, but it's amazing that it's Instacart doing it because they have a much bigger view on different grocery stores versus when Walmart was doing it and they only know what you've bought from them. Sara Lebow (09:28):. Well, New York Times cooking I think is also a key here.

And I would move Lego in, not because of the marketing stuff you're talking about, but more in addition to, I would also say I think they're really leaning into partnering with different types of distribution channels, from grocery stores to the airports. There was a new... They're selling new things at Aldi, which I think is very cool.

Starbucks has not been doing well for a long time, and even though they've tried to do quote, unquote, innovation, their ex-CEO came in from a CPG background and they thought maybe that would help at least with a different sort of sense of products maybe at the grocery store, and even that hasn't really worked in their favor.