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Microsoft will acquire Instacart to accelerate in-store retail media. Microsoft wants to continue its acceleration in retail media, specifically in-store retail media. Instacart is also thinking about this with its connected stores, so the tie-up would make sense, Lipsman said.

Walmart and Instacart also contribute to retail media鈥檚 share of search ad spend, though their share is smaller. Why retail media search? Advertisers trust it. US advertisers will spend almost $30 billion on retail media search ads this year, and by 2027, that figure will be more than double.

Instacart and Roku announced a streaming and delivery partnership this week, part of an ongoing trend of connected TV (CTV) merging with retail media. The Kroger Co. and The Walt Disney Co. have an advertising deal. Albertsons Companies is in business with Omnicom Media Group. Walmart is working with Roku, TikTok, and Snap.

But Walmart and Instacart will see the strongest growth rates among retail media, noted Lipsman, growing 42% and 41%, respectively, in 2023. The search is on: Apple鈥檚 AppTrackingTransparency changed the digital advertising game when it took effect last year.

ChatGPT creator OpenAI just announced partnerships with Instacart, Klarna, OpenTable, and more, opening exploration of the AI technology into new business implementations. For now, Shopify and Instacart are using ChatGPT to create shopping assistance chatbots.

Search ads across Amazon, Walmart, Kroger, Instacart, and other big retailers create conversions. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

Instacart already has a similar feature, while DoorDash is testing a chatbot that it hopes will speed up the ordering process and enable it to stand out from competitors. While these companies鈥� relatively quick starts in the AI chatbot race may give them an early advantage, it remains to be seen whether they will resonate with shoppers, especially given the risk of hallucinations.

Amazon will account for nearly all of the $29.69 billion US retail media search ad spend this year, though Walmart and Instacart are also contributing to retail media鈥檚 share of search ad spend, per our forecast. 3. In-store retail media presents a giant opportunity.

The two fastest-growing digital ad business this year, Instacart and Walmart, will be RMNs. While some companies might not have the scale to launch their own networks, there may still be room for them to play in the retail media ad space. 鈥淲hen we look at the top-line numbers of the retail media space, they are shaped largely by Amazon and Walmart,鈥� said our analyst Max Willens.

Retail media channels like Walmart and Instacart will see growth of over 40% this year. And TikTok should have another banner year for growth at 36.0%鈥攊f it can stay on regulators鈥� good side. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

Why it matters: As Reddit prepares for its IPO, expected in the second half of this year, the company is courting advertisers and maintaining up-to-date paperwork alongside other firms like Instacart.

By the end of 2023, RMNs share of total programmatic digital display ad spend will have doubled since 2018 as retailers like Amazon, Walmart, and Instacart grow their share of the digital ad market. But retail media鈥檚 success is not enough to compensate for the dip in spending with other walled gardens 鈥� yet.

Beyond this chart, Instacart remains the intermediary to watch鈥攊t partners with all of the top five digital grocers except Amazon. But the company recently slashed its valuation by 20% due to a return to in-store shopping and a preference for click and collect.

Brand example: In the buildup to Super Bowl LVII, Instacart partnered with Anheuser-Busch InBev on a marketing campaign that used QR codes to direct viewers to Michelob Ultra鈥檚 Instacart page, hoping that once users were there, they would stock up on other Super Bowl party items.

Amazon may be primarily for gifters, while Instacart is the place for converting those impulse shoppers. 3. Keep your team in the know. RMNs are changing fast, with more players entering the game and introducing new features. Reporting across platforms is also inconsistent.

And it includes exclusive deals such as discounts at retailers like Nike and Instacart, which will total about $30 in savings per month, according to Klarna. Why this matters: This launch helps Klarna stay competitive as other BNPL providers are exploring similar subscription services. In June, Sezzle launched Sezzle Pay Anywhere, a subscription service aimed at financially underrepresented customers.

Walmart and Instacart are replicating this as they scale their retail media businesses. Streaming media leaders diversify into ads. Netflix recently made its much-anticipated foray into ad-supported content, promising targeting and scale in a TV-like environment. Spotify ads are beginning to scale as podcasts play an increased role in its ad business.

Walmart, Amazon, Instacart make search enhancements. How TikTok, Temu, and Sephora are making online shopping fun. Clothing, groceries, and beauty products are popular digital purchases. How seamless payments, social commerce, and loyalty apps are driving mcommerce growth. A previous version of this story noted unique visitors. The chart shows visitors.

Walmart, Amazon, Instacart make search enhancements. Uber takes on TaskRabbit.

Expect to see more partnerships like Roku鈥檚 tie-ups with Instacart and Walmart. More like this:. Peacock US subs rise to 22 million. Netflix delays password-sharing crackdown rollout, posts mixed results. The currency upheaval hits as the TV/CTV market closes in on the $100 billion ad spending milestone. Nielsen regains one Media Rating Council accreditation, but there鈥檚 still more work to be done.

Instacart, Klarna, Shopify deepen ties with ChatGPT. Yesterday鈥檚 Chart of the Day: Funnel vision. Methodology: Estimates are based on the analysis of data from other research firms and government agencies, historical trends, reported and estimated revenues of major online retailers, consumer online buying trends, and macro-level economic conditions.

Currently, Amazon makes up the lion鈥檚 share of retail media ad spend, but companies like Walmart and Instacart are gaining traction, growing by 42% and 41% this year, respectively. Retail media 1.0: Current state. 鈥淭he 1.0 era is what got us to where we are today, which is, broadly, search advertising and sponsored products,鈥� said Lipsman.

鈥淎nother looming source of competition are retail media networks, where advertisers can reach buyers directly鈥� via Amazon, Walmart, and Instacart, she notes. These businesses represent the third wave of digital advertising after search and social media, and are increasingly vying for the same ad dollars Meta is trying to attract.

Costco probably learned a ton from partnering with Instacart and other delivery providers, and now is moving onto their own.鈥�. Behind the numbers: Costco is No. 7 on our list of US ecommerce sales, with 1.5% of the US ecommerce market. Listen to the full podcast. This was originally featured in the Retail Daily newsletter. For more retail insights, statistics, and trends, subscribe here.

Amazon鈥檚 monetization may not be realistic in the near term, but if Walmart could even close the gap with Instacart on average revenues per user, it would add a couple billion dollars in ad revenues.