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Companies like Instacart, DoorDash, and Gopuff are expanding their ad formats and leveraging their first-party data, indicating broader trends in retail media creativity and off-site advertising growth. Non-retail verticals like financial services and travel are adopting the retail media model to monetize their first-party data, though advertiser demand remains uncertain.

Instacart recently expanded its partnership with Google Shopping Ads to include YouTube, using first-party retail media data to power shoppable ads for CPG partners like Clorox and Publicis. The platform is also intensifying its battle against ad blockers; the outcome could boost its ad business and push users toward ad-free YouTube Premium鈥攐r create friction with dedicated users.

Amazon is the driver of the retail media phenomenon, but Walmart, Target, Kroger, Instacart, and many others are jumping on the bandwagon. These companies have the advantage of first-party data and proximity to purchase, and they will continue to steal share from legacy digital ad publishers. Social network ad spending is back on track.

Cybersecurity is a major issue for retailers this holiday season: A surge of transactions combined with over-extended, undertrained employees creates opportunities for fraudsters.

Also in the mix are Instacart and Amazon, both of whom are leveraging proprietary in-store technology with third-party retailers. Digital attribution on retailers' websites has raised the bar on advertiser expectations for the return on in-store investment.

The other cohort I want to mention is commerce intermediaries, companies like Uber and DoorDash and even Instacart who sort of play across verticals, and sit at this sort of appealing intersection between the consumer and the business that they're purchasing from, which is something that we're tracking quite closely as well. Arielle Feger (04:23):.

Instacart in grocery, AutoTrader in automotive, Best Buy in consumer electronics, and DoorDash in food delivery each represent a cross-section of industries that have moved heavily online and now present a lucrative audience monetization opportunity. 蘑菇AV the Survey.

Instacart has shoppable recipe tools for food creators on TikTok and integrations on publisher platforms like Tasty and Good Housekeeping. Walmart has a similar shoppable recipe tool with Tasty and NBCUniversal鈥檚 TODAY website. Shoppable games. Both Walmart and Amazon are experimenting with physical commerce in the metaverse by integrating product listings and other commerce tools into video games.

Smart carts and Just Walk Out checkout technology are among the proprietary solutions developed by the likes of Instacart and Amazon鈥攁nd the companies are now shopping them around to third-party retailers. Any hesitation retailers may have about collaborating with their competition may be tempered by the recognition that developing in-house solutions can be prohibitively expensive.

Thrive Market, which specializes in organic, healthy groceries, launched its retail media network with Instacart. Instacart鈥檚 Carrot Ads solution will enable brands to run sponsored product and display ads on Thrive Market鈥檚 website and app. Self-service tools help brands set up and manage their campaigns, with optimized bidding options to drive specific business goals.

Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo. Analysis is based on Skai advertisers with 15 consecutive months of performance data.

Instacart, Uber, and Lyft are a few service apps that have coupled their offerings and capabilities with powerful first-party data for advertising. New search ads drive growth. Google鈥檚 growth is below average, but Apple and Amazon will grow quickly as they have an inside track for app and product search, respectively. Mobile games remain underutilized.

While Instacart鈥檚 Caper Cart offers promising features, the high upfront costs and potential to over-saturate consumers with ads may deter retailers from fully adopting this technology.

India鈥檚 commerce landscape is undergoing rapid transformation, fueled by booming ecommerce, rising mobile shopping, and the growing influence of social media.

Why it matters: Streaming subscriptions are quickly becoming a must-have for delivery memberships as they try to attract customers and differentiate themselves from competitors: Instacart has Peacock, Walmart has Paramount+, and Amazon, of course, has its own Prime Video service.

Meanwhile, Instacart will continue making gains on Amazon grocery to become the second-biggest digital grocery player. 5. Amazon shoppers are happy to be there. Amazon customers are among the most content, with 94.8% of US marketplace buyers identifying as very satisfied or satisfied, according to our June 2024 鈥淯S Marketplaces Consumer鈥� survey.

And then Suzy's cheat move, let's say it's moving Instacart from number three to number eight, so it would be behind Pinkie, that period brand. How do you feel about that? Sky Canaves (18:08):. I would also drop Instacart, because I feel it was an emotional campaign but there wasn't much substance.

Instacart partners with YouTube on shoppable ads. Instacart, which is the fourth largest retail media network in the US by ad spend, teamed up with YouTube in June. YouTube鈥檚 ad revenues will total $8.29 billion this year, per our March 2024 forecast. That makes the move a potentially lucrative one for both Instacart and YouTube鈥攁nd an attractive one for advertisers.

For example, The Trade Desk鈥檚 partnership with Instacart allows buys across the open web that enable consumer packaged goods (CPG) brands to make ad-buying decisions based on Instacart purchase data. 鈥泪苍蝉迟补肠补谤迟-informed audiences will help The Trade Desk advertisers be a lot smarter with their media buying across the open internet, enabling them to reach their most valuable buyers.

So for Instacart, when I get the wrong item, they're like, "Ah, don't worry about it, just keep it," because they can tell that I've bought an obscene amount of groceries with them over the last four years. Sarah Marzano (18:47):.

Instacart recently expanded its partnership with Google Shopping Ads to include YouTube, using first-party retail media data to power shoppable ads for CPG partners like Clorox and Publicis. The platform is also intensifying its battle against ad blockers; the outcome could boost its ad business, push users toward ad-free YouTube Premium, or create friction with dedicated users.

As for advertising, Instacart is looking to partnerships with companies like Roku that enable advertisers to use Instacart data to see if consumers bought a product after seeing an ad for it on TV. But it is unclear how many more times it can pull the retail media lever to spur growth.

Instacart: Will this be the year that Instacart goes public? It鈥檚 a strong possibility considering the company鈥檚 success in Q4 2022, during which it grew revenues more than 50% YoY and gross profits by more than 80%. Instacart will grow its ad revenues by 41.3% this year, according to our forecast, outpaced just slightly by Walmart.