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The high share in Canada reflects the limited retail media competition from domestic publishers initially. But companies like Loblaw and Canadian Tire are now making large investments in retail media.

Shoppable media is gaining momentum as brands look for ways to narrow the gap between discovery and purchase. Just this month, Pinterest, NBCUniversal, Meta, and Yahoo announced shoppable media updates. From AI to QR codes, we dive deeper into these developments and why they may give companies an edge.

To expand its retail media presence, 7-Eleven is rolling out its Gulp Radio network to 5,000 stores. 鈥淲e've seen a lot of retailers move into in-store audio,鈥� said Feger. 鈥淚t's got a really low barrier to entry and it's just a really smart way for a lot of retailers to start experimenting with in-store retail 尘别诲颈补.鈥�.

Gen Z men are seeking 鈥渁spirational, aesthetic, and positive discovery,鈥� Pinterest senior manager of creator and media relations Mike DelMoro told Axios. Pinterest pivots: To lock in male engagement, Pinterest rolled out new tools and spaces that cater to men鈥檚 evolving interests:.

Worldwide Retail Ecommerce Forecast 2025 (蘑菇AV subscription required).

Every retailer is adding retail media. There's burgeoning commerce media networks on travel and financial channels. It's like you can't even turn on any smart TV without getting hit with a bunch of ads that are incorporated into the operating system these days.

A growing share of CTV spend is coming from retail media, which will account for 14.6% of CTV ad spend in 2024 and over 20% of CTV ad spend come 2027, per our forecast. Retail media is powering partnerships in CTV and social media due to the value of its first-party shopper data.

Go further: Read our analysis of department stores鈥� Q3 results in our Retail & Ecommerce Earnings Q3 2024 report. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Google is enhancing its retail ad offerings with loyalty-driven personalization tools aimed at retention. New features include personalized pricing and shipping perks for loyalty members, a 鈥渓oyalty mode鈥� in Google Ads鈥� retention goal to optimize for high-lifetime-value customers, and personalized annotations in Performance Max campaigns. Sephora, an early adopter, reported a 20% lift in click-through rates from loyalty-focused annotations. The launch comes as loyalty ranks high on shoppers鈥� holiday priorities and as CMOs lean on loyalty programs to bolster first-party data. With Amazon pulling away from Google, the updates position Ads as a retention engine in the retail fight.

Following in the footsteps of Comcast/NBCUniversal and Warner Brothers Discovery spinning off cable assets, Paramount could divest from networks like BET and Nickelodeon. For media companies, these divestitures represent a focus on digital growth areas rather than maintaining declining legacy businesses. 鈥淎udiences are going to streaming,鈥� said our analyst Paul Verna.

Healthcare and pharmaceutical companies are frequent TV advertisers, and a D2C ad ban could deal a blow to 苍别迟飞辞谤办蝉鈥� advertising revenues. The US allowed pharmaceutical companies to advertise directly to consumers in 1997, creating a lucrative pool of ad spending for media companies.

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.

Retail Media. Retail media continues to be one of the fastest growing sectors in digital advertising, and Q2 saw competition heat up between two of its largest players: Amazon and Walmart. Amazon dominates the retail media competition by a wide margin, with a forecasted $41.95 billion in US retail media spending this year, versus $3.72 billion for Walmart.

Brands and media platforms should lean on their strengths to work through adversity. Key Question: How will tariffs affect CTV advertising? Key Stat: Tariffs could reduce our 2025 US CTV ad spending forecast by up to $4.16 billion. This report can help you:. Develop media strategy and allocate budget for campaigns (agencies and brands). Showcase opportunities to customers (media platforms).

Financial Media Networks (FMNs) as new revenue streams: Banks are exploring FMNs to monetize their retailer-agnostic data and tap into the growing digital ad spend market. This trend offers new advertising revenue opportunities but requires careful navigation of privacy concerns and regulatory scrutiny.

More sophisticated approaches to attribution, such as multitouch and complementary tools like incrementality testing and media mix modeling (MMM), can help advertisers right-size the value of CTV investment relative to other channels. And networks are building bridges to transaction data.

A rich media and commerce landscape means native advertising should follow. Cars are where smartphones were in 2008 or retail networks a few years ago. They have a large connected audience, but haven鈥檛 figured out native advertising formats and platforms鈥攜et. They鈥檙e coming. Connected cars add drivers and capabilities.

The payments giant has been working to grow its merchant acceptance network and volume鈥攕coring partnerships with retailers like eBay and StubHub. Working with JetBlue could give Venmo a big boost: Airline ticket prices are often higher in value than other retail payments. Our take: This partnership is beneficial for both JetBlue and Venmo.

The shifts: The decline of legacy media advertising was accelerated by the pandemic, but new spending hotspots like retail media have emerged. Even familiar channels like TV, streaming, and internet advertising are seeing major changes that will affect how advertisers interact with companies. If retail media was an emerging ad format just a few years ago, now it鈥檚 a behemoth.

By the numbers: While most eyes were on Amazon鈥檚 retail and cloud revenues during its Q2 earnings call, its continued progress as a media and advertising leader didn鈥檛 go unnoticed: Advertising revenues were $12.78 billion, up nearly 20% year-over-year. Why it matters: Prime Video's ad model positions Amazon as a strong competitor to traditional TV networks and streaming services like Netflix.

US paid retail membership fee revenues will be higher than ever before in 2025, reaching $46.39 billion, according to our May 2024 forecast. That鈥檚 an increase of 10.8% YoY, with over half (51.8%) of these revenues going to Amazon.

Determine market sizing (brands, agencies, media platforms, and solution providers). Develop media strategy and allocate budget for campaigns (agencies and brands). Showcase opportunities to customers (media platforms). Executive Summary. Social budgets will grow this year despite economic disruptions.

Discovery launched "Hispano Soy," featuring original programming across its networks, including Discovery en Espa帽ol and Hogar de HGTV. Media companies Telemundo and NBCUniversal introduced the "Celebrating All That We Are" campaign, while ABC News' coverage culminated in a primetime special, "Latinos in Hollywood: Owning Our Destiny.".