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On today's podcast episode, we discuss how Amazon turned its ecommerce business around, how much its new AI shopping assistant moves the needle, and what's really driving its ad business. Tune in to the discussion with our analyst Zak Stambor and vice president of content Paul Verna.

TikTok's marketing influence grows: The platform is becoming pivotal in holiday campaigns and consumer engagement.

As retail media grows, it is changing. At the moment, search remains retail media’s bread and butter and sales ads are the best awareness drivers. In the future, in-store media and shoppable video ads may take on a bigger role. But no matter how ad formats change, one thing is for certain: Measurement will be key for retail media’s continued growth.

The opportunity: While live shopping struggles to gain traction stateside due to limited viewer interest, shoppable TV ads enable brands to reach users where they’re already watching and engaged.

And again, Amazon, I think, is disrupting the search process for people, or for shopping for actual things. Some competitors might emerge; Shopify, potentially, if they start aggregating all their stores into one platform. They've actually launched a website. That could be another way that Google's presence in the shopping process gets disrupted, I think.

On today's podcast episode, we discuss why TikTok might not actually be a social media platform, how much young people use it to search for things, and whether TikTok Shop is ruining TikTok. "In Other News," we talk about the battle between Threads and X (formerly Twitter), as well as whether Snap distancing itself from social media will work and start a trend. Tune in to the discussion with our analyst Jasmine Enberg and director of Briefings Jeremy Goldman.

But Target, they're trying to boost online shopping growth. We estimate Target's e-commerce sales will grow only 3% this year versus Walmart's 13%. Last year, Target's online shopping was an even lower, 1.4%. Currently, of Target's online orders, about 40% are click and collect, but that share is flat, has been for a couple of years.

IRI woos shopper marketers: Its new platform should give advertisers greater visibility into retailer and SKU-level results.

Retail media’s rise in popularity is being boosted by increasing ecommerce sales, a wide variety of ad formats, and established retailer-brand relationships. But an increasingly crowded space may have advertisers feeling overwhelmed, which could put a bit of strain on retail media’s growth.

On today's podcast episode, we discuss whether Uber's business is actually sustainable, how many Americans use ride-hailing apps, and what the ad opportunity is. "In Other News," we talk about whether there will be more—or fewer—self-checkout options by the end of next year and whether the world is ready to accept humanoid robots used by Amazon. Tune in to the discussion with our analyst Yory Wurmser.

The opportunity: The partnership gives Shopify merchants a new advertising channel, as well as an opportunity to reduce the time between discovery and purchase with a frictionless checkout experience. Nearly six in 10 (57% of) Roku viewers have paused an ad to shop a product online, per Roku’s internal data.

Dean Seal of The Journal says Peloton noted, "This is the first time it will produce custom social content for a partner for this outside of its own channels, with content including live Peloton classes, class clips, original instructor series, celebrity collaborations, and ongoing creator partnerships." We start with Evelyn again.

In 2023, we predict that walled gardens will lose share of total programmatic digital display ad spending for the first time since 2017, when we first began forecasting this segment, according to our Programmatic Ad Spending Forecast Q3 2023 report.

US social ad spend growth will near 9% this year and return to double digits in 2024, per our forecast. Last year’s 3.6% increase reflects a normalization after 2021’s rapid growth, as well as targeting challenges resulting from Apple’s AppTrackingTransparency framework.

And less is more: Uber and Lyft are capping ads at one and two per trip, respectively, while DoorDash and Instacart are focusing on endemic brands to avoid putting off shoppers.

More ad dollars will be spent on DOOH in 2023 than 2019. But when factoring inflation, DOOH is still down from pre-pandemic levels, which is emblematic of OOH’s reduced share of total media budgets. Traditional OOH ad spend will increase about 3% in 2023 and 2024. Ä¢¹½AV two-thirds of OOH ad dollars will go toward traditional placements for the foreseeable future.

This exclusive data provided to Insider Intelligence by market intelligence firm Sensor Tower looks at Facebook and Twitter ad spending across industries in 2022 and 2023, and how those platforms compare against YouTube in the first half of this year.

Both will increase ad spending by more than 17%.

US retail media ad spend will reach $59.61 billion this year, according to our October 2023 forecast. 18.5% of retail media network ad spend is coming from off-site advertising, and that share is growing, per our forecast. With retail media gaining so much of the digital ad landscape, it’s no surprise ad giants like Google and Microsoft are building out their own retail media tools. Use this chart:.

Amazon debuts at Upfront Week, showcasing its ad-supported streaming services and more: It’s a strategic move to expand its digital advertising reach.

Ad spending is increasing across all transaction types, but growth rates are higher for programmatic direct and private marketplaces (PMPs).

And something else I should also add is that it seems like more and more traditional retailers are moving towards this idea that your store is not just a place you shop, but it's a destination, it's an experience, right? And this kind of plays into that idea.

High score: In addition to offering rewards for shopping, flower delivery service Teleflora awards customers points for liking the company on Facebook, following it on Twitter, and referring friends. It also clearly outlines the points-to-dollars conversion, making it easy for customers to understand exactly how it works. This was originally featured in the Retail Daily newsletter.