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鈥淎s shopping capabilities expand on platforms like social media and CTV, commerce is becoming more connected to media.鈥�. This was originally featured in the Retail Media Weekly newsletter. For more marketing insights, statistics, and trends, subscribe here.

Financial institutions (FIs) will burst through the financial media network (FMN) door first cracked open in 2024. Chase made headlines in April by announcing its new ad business, followed by PayPal in May. They鈥檙e the most high-profile FIs to do so yet, signaling that FMNs could be a meaningful new revenue stream for the financial services industry.

As voice assistants reshape digital interactions, marketers should understand the sector鈥檚 evolving user demographics and emerging capabilities. Insights on adoption trends and use cases will help inform strategies for voice-first engagement. Key Question: How are evolving user demographics, advancing AI technologies, and changing device ecosystems shaping the future of voice assistants?

On today's podcast episode, we discuss how shopping will get even more social, how brands will be fighting their way into your messaging apps, and more. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

TikTok Shop鈥檚 demise could benefit Amazon, Etsy, and Temu: All three retailers are poised to scoop up spending in the event of a TikTok ban.

As such, the government has introduced measures to help small businesses enter the digital commerce arena. Market leaders Flipkart and Amazon are in a tight race. Amazon and Walmart-owned Flipkart have been neck and neck in generating retail ecommerce sales, with respective market shares of 30.5% and 31.8%. Flipkart will come out slightly ahead, according to our forecast.

On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.

Halfway through the current decade, retail media has bled into the wider concept of commerce media, which will be a $68.69 billion industry in the US this year, per our December 2024 forecast.

Commerce media networks are expanding beyond retail into new verticals like travel and financial services, creating opportunities for targeted advertising using first-party purchase data. The key to growth will be achieving a delicate balance, and engaging鈥攔ather than alienating鈥攃onsumers.

3 2024 retail misconceptions: Retail media, QR codes, and microcommunities Brands and retailers got a lot right in 2024. Commerce media expanded further into non-retail channels like payments and travel. Brands found their own voices on TikTok. And in-person events helped drive traffic to stores. But the year also came with a number of lessons for retail. Here are three misconceptions retail experts noticed in 2024, and how brands can get them right in the 12 months ahead.

TikTok Shop is entering its second holiday season, when it will rely on big brands and livestream commerce to maintain the momentum it's gathered since launching a little over a year ago.

At the same time, the company is challenging Amazon鈥檚 ecommerce dominance with investments in fast delivery, its Walmart+ program, and its rapidly expanding online marketplace. Here鈥檚 a look back at some of Walmart鈥檚 notable achievements in the past year. Walmart made inroads with a broad swath of shoppers.

It has digital real estate鈥攍ike its travel hub鈥攚ell primed for ads and could leverage data from its mortgage and investment products. Weaknesses. Chase does not have access to brand- or SKU-level data, meaning less precise targeting versus its peers in the payments space.

Consequently, many retailers are finding themselves with an increased supply of ad inventory free from the constraints of their finite, on-site digital real estate. The emergence of commerce media will increase the prevalence and practice of non-endemic advertising.

The question: What do commerce media, Starbucks鈥� struggles, Gen Z鈥檚 path to purchase, and Walmart鈥檚 Vizio acquisition have in common? The answer: Each was discussed on our 鈥淩eimagining Retail鈥� podcast this year. Here are a few of our favorites from the past few months, in no particular order:. The commerce media companies to watch and the emergence of the financial and travel networks.

But users are decidedly skeptical of customer service chatbots: Just 9% of online shoppers think that using AI for customer service improves their ecommerce experience, per a survey by Bizrate Insights. Fourteen percent believe it makes the experience worse, and 56% think it depends on how the technology is used.

In the last of five reports in our 鈥淧ayments Ecosystem鈥� collection, we look at what鈥檚 influencing retail sales growth across in-store, online, and social commerce channels鈥攁nd what it means for payment providers.

To stand out in a crowded commerce market, Lyft Media is thinking about partnerships and measurement differently. While its current partnerships help Lyft Media navigate 鈥渢raditional ecosystem of measurement,鈥� the network is also thinking about what the next phase of measurement will be, said Shane Dwyer, head of sales at Lyft Media and Lyft Business.

Despite YouTube鈥檚 implementation of a host of technical updates designed to make native commerce easier, the video platform is not overrepresented in any product categories. It is notably underrepresented in the fashion-related categories. Instagram's social shoppers are fashion-focused. More than half of Instagram鈥檚 social shoppers have purchased clothing while using the Meta-owned platform.

Commerce Secretary: Trump nominated Cantor Fitzgerald CEO Howard Lutnick to lead the department, per NPR. Lutnick鈥檚 strong support for tariffs aligns with Trump鈥檚 trade agenda. The proposed tariffs are already prompting commercial and personal banking customers to adjust their spending.