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The news: Just Eat Takeaway teamed up with ecommerce marketing company Rokt to enable endemic and non-endemic advertisers to pay for placements on its order confirmation and order tracking pages. The capability works across all of the delivery company鈥檚 apps and websites, which include Grubhub in the US, Just Eat in the UK, Lieferando in Germany, and delivery brands in 16 other countries.

From 2024 to 2026, FMN ad spend will explode at a 107.0% compound annual growth rate to hit $1.50 billion, per our forecast. Overheard at #AWNY: Still, PayPal's ad debut could raise user experience concerns.

With so much first-party shopper data and ad experience, Prime Video has the potential to target specific and effective ads, maximizing return on ad spend for advertisers. Prime Video ads will start out in the US, the UK, Germany, and Canada in early 2024, then expand to France, Italy, Spain, Mexico, and Australia later in the year, according to a company statement.

Amazon鈥檚 playbook: The retail ecommerce giant has aggressively expanded its advertising presence this year, primarily by launching ads on Prime Video. Amazon鈥檚 ad offerings have been heavily integrated with its retail business, enticing sellers to spend more on the platform and encouraging advertisers to list their products on Amazon鈥檚 marketplace.

Netflix is experiencing advertising growth and pains. Netflix expanded its ad business in the past quarter, but it also lost its advertising president. Netflix grew its ad-supported audience. During its Q3 2023 earnings call, Netflix shared that its advertising viewership increased by nearly 70% over the previous quarter.

With third-party cookies on the way out, marketers are leaning more heavily on first-party data to help power their digital advertising strategies. Retailers that want to increase their share of ad dollars should leverage customer data to help advertisers enhance campaign performance via measurement and attribution capabilities.

China鈥檚 influence shakes up online shopping. TikTok, Temu, and Shein have captured widespread consumer attention. Ecommerce players with roots in China have gained ground on established retailers by introducing innovative shopping experiences. App-based, entertaining, and highly deal-driven, the platforms appeal most to Gen Z and budget-conscious shoppers.

With the ascent of Chinese ecommerce disruptors and the ongoing rivalry between Amazon and Walmart, the upcoming holiday season is expected to bring some big shifts. Some of those shifts include the lessening of Cyber Five鈥檚 importance and retailers losing focus on profitability, said our analysts Jeremy Goldman and Zak Stambor on a recent episode of the 鈥淏ehind the Numbers鈥� podcast.

Retailers face big hurdles in 2025. From competing with Amazon's advertising empire to figuring out generative AI (genAI) technology to keeping shoppers on apps, these challenges are forcing retailers to adapt quickly. Here's what these problems look like today鈥攁nd how they could potentially be resolved.

Analysis: Amazon is a big player, but it doesn鈥檛 dominate retail media the same way it does ecommerce because so much of retail media spend comes from CPG. Amazon isn鈥檛 the biggest player in grocery ecommerce鈥攖hat鈥檚 Walmart. Amazon and Walmart Connect are the top two US retail media networks, followed by Target, Kroger, and Instacart.

But not all RMNs can deliver the massive shopper audiences and innovative advertising solutions needed to unlock the format鈥檚 full potential. Millions of engaged shoppers flock to ecommerce sites every month. User traffic is key when deciding where to invest.

This is the second installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

The other side of audio is in-store ads that play over the store loudspeakers as consumers shop. US in-store retail media ad spend will total $370 million in 2024, but that number will grow by 46.5% next year, per our forecast. 83.7% of US retail sales still take place in physical stores, making the spaces ripe for retail media ad opportunities.

Nearly 1 in 5 retail media ad dollars will be spent off-site this year. Off-site retail media ad spend will continue to grow more than 27% YoY through the end of our forecast period in 2028. By 2028, off-site US retail media ad spend will have almost tripled, hitting $28.05 billion. Watch the full webinar. This was originally featured in the Retail Daily newsletter.

Key stat: Ads for products on sale are the most effective form of retail media advertising, with 51% of US digital shoppers saying they pay attention to them and 44% of digital shoppers saying they purchase from them, per Integral Ad Science.