蘑菇AV

China鈥檚 example would suggest that retail media has enormous headroom for growth in the US. Companies like Amazon have been growing their ad revenues by leaps and bounds, and yet ecommerce channel ad spending will still only represent 14.6% of the US digital ad market this year. In China, the share will be 38.1%.

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.

Social media platforms focus on outcomes: Executives cite pressure to deliver for advertisers as Q2 earnings reports approach.

With the anticipated growth of Prime Day sales, retail media spending will balloon as Amazon retailers invest in marketplace ads to capture more attention during the event.

We hope to see you tomorrow, where you can hang out with Sara Lebow on the Reimagining Retail Show, where she'll be hanging out with Zak Stambor and Jeremy Goldman and taking a look at how the 2023 holiday shopping season actually played out.

More Chart of the Day:. 6/23 - Amazon on display. 6/22 - Game of phones. 6/21 - Eat your green. 6/20 - Digital drinking game. 6/16 - Retail it like it is.

We start with our senior analyst covering everything retail based out of New York City, it's Blake Droesch. Blake Droesch:. Hello everyone. Marcus Johnson:. Hey Chap. We're also joined by the Vice President of Content who heads up the retail team based out of New York as well. It's Suzy Davidkhanian. Suzy Davidkhanian:. Hey everyone. Marcus Johnson:. Hey Suzy.

You can tune in tomorrow to spend some time with Sarah Libo on the Reimagining Retail Show if you want, as she discusses the digitization of the store.

鈥淎蝉 retail media has grown, the landscape has become increasingly complex and fragmented, said 蘑菇AV principal analyst Sky Canaves during last week鈥檚 蘑菇AV's summit on Commerce Media Trends 2025. 鈥淐omparisons are hard when standards vary across channels and platforms.鈥�

Best Buy gave its sponsored product listings the most prominent visibility compared with other retail sites, according to a Q3 2023 to Q1 2024 study from Crealytics.

Ads on Prime Video will boost the power of Amazon in retail media CTV advertising. As more retailers establish competing ad networks, Amazon鈥檚 share of US retail media spending is contracting: from a peak of 77.9% in 2021 to 74.2% in 2024, per our forecast. But the platform will enjoy a far stronger position compared with its rivals in retail media CTV this year.

Looma secures $10 million to expand its in-store media platform: Funding reflects broader industry shift toward in-store retail media as brands seek dynamic in-store engagement.

LiveRamp kicked off its fiscal year with strong double-digit revenue growth and a 30% YoY earnings increase, driven by momentum across clean rooms, commerce media, and AI-driven infrastructure. CEO Scott Howe spotlighted Cross Media Insights鈥� early traction, growing adoption in non-retail verticals, and LiveRamp鈥檚 strategic shift to usage-based pricing to reach more SMBs. Netflix integrations continue scaling, despite technical complexity, while ROI remains a top sales focus鈥攈ighlighted by new case studies and a Forrester-backed 300% return benchmark. With 75% of growth still coming from existing clients, LiveRamp is pushing hard to scale new business in a post-cookie, AI-fueled future.

Retail media growth spurs demand for ad tech talent: Channel expansion and rising client expectations create need for jobs in performance marketing and ad buying.

The portfolio saw gains across core categories like retail, restaurants, travel, auto, and finance鈥攅ach up around 12%, and BravoCon drew record brand interest. Why it matters: NBCUniversal鈥檚 results buck broader industry headwinds. Our forecast data shows a projected 20.5% drop in Upfront TV ad spending this year, with heavy tariffs potentially pushing declines to 23.4%.

Agency experts believe shoppable video will be the next frontier of retail media. This coincides with the growing trend of retail-fueled CTV ads, led by Amazon. We expect that more than 20% of CTV ad spending will come from retail media networks by 2027. Amazon is likely to begin scaling shoppable video ads on the newly ad-supported Prime Video platform.

Programmatic retail media display ad spending鈥攚hich is still concentrated in nonvideo formats鈥攚ill claim a sizable portion of the spend, as both endemic and non-endemic advertisers continue to funnel their budgets into retail media networks (RMNs). The current numbers for programmatic display ad spending don鈥檛 fully reflect the challenges many web publishers face.

75% of US adults ages 21 to 24 are at least somewhat likely to participate in dry January this year, according to CivicScience.

Advocate for a more diverse retail media mix. Assess and compare your non-endemic partnerships. More like this:. Non-Endemic Advertising Explainer 2024 (蘑菇AV subscription required). Growth in retail media search ad spend will outpace its traditional counterpart. The 7 biggest retail media moves from the first half of 2024. 4 (more) retail media networks worth watching.

Collective TV integrates CTV and retail media: Albertsons' new platform offers advanced ad solutions, driving digital video ad growth through shoppable content.

Consumers are more ready for shoppable TV than ever. 鈥淭he opportunity around shoppable TV is changing due to significant advancements in technology and shifts in consumer behavior,鈥� said David Cohen, CEO of the Interactive Advertising Bureau (IAB), in its recent Retail Media Goes to the Movies report.

Pacvue expands beyond retail media to offer retailers a holistic ecommerce solution: The goal is to provide some consolidation in a highly fragmented, competitive marketplace.

Search is undergoing a seismic shift. Google is still the go-to for most inquiries, but generative AI is changing how people search, and leading people to explore alternative search engines. Meanwhile, paid search dollars are moving to retail media networks as shoppers begin their searches on Amazon and other retailer sites. And Gen Z鈥檚 search habits look different from older generations, with the cohort flocking to social media sites like TikTok and using visual search and chatbots.

Third-party grocery intermediaries lost share to grocer platforms in 2023, securing 15.2% of US digital grocery sales in Q4, down from 18.3% in Q1, according to December 2023 data from Incisiv and Wynshop.