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鈥淎mazon is in such a unique position to give us an idea of broader consumer sentiment because of their scale and reach,鈥� our analyst Sarah Marzano said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. This year, nearly three-quarters (72.7%) of all US households will be Prime members, according to our July 2024 forecast. 鈥淚f we examine the behaviors that emerge from Prime Day, we get a good sense of how consumers are feeling.鈥�

We now expect retail media to account for a significantly larger share of CTV ad spending overall due to major new partnerships鈥攕uch as Roku and Walmart鈥檚鈥攁s well as Amazon Prime Video adding ads. US retail media ad spending will grow at a torrid pace. Retail media will be one of the largest, fastest-growing ad spending channels in the US through 2028.

YouTube advertising revenues: $8.92 billion, a 12.2% YoY rise, showing strength despite increased competition from platforms like Amazon Prime Video. Traffic acquisition costs (TAC): $13.72 billion, up due to Alphabet鈥檚 efforts to maintain default search positions on devices like Apple鈥檚 iPhone and Samsung鈥檚 Android smartphones.

What鈥檚 next for retail media? The rapidly expanding ad channel is facing growing pains as the majority of RMNs struggle to keep pace with Amazon and Walmart.

Streaming has been a win for sports advertising, as streamers like Max and Amazon Prime Video leverage sports rights and creative ad formats to compete for connected TV (CTV) ad dollars. Use this chart: Marketers could use this chart to show why it鈥檚 smart to expand CTV campaigns around live sports, taking advantage of the growing audience moving to digital platforms. Related 蘑菇AV reports:.

The CivicScience study indicates a mixed response to the introduction of ads, with the majority unaffected but a notable portion considering using Prime Video less or canceling. Many Prime members don't use Prime Video, subscribing instead for other benefits.

Amazon isn鈥檛 taking Temu鈥檚 attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.

Prime Video and YouTube, with their parent companies鈥� deep war chests, could throw their hats in the ring again鈥攂ut they鈥檙e already paying billions for other streaming rights. NFL games in foreign markets could allow smaller streamers like Apple TV+ or Paramount+ to give negotiations another shot after being outbid in the last clash over streaming rights.

Amazon will benefit from a new kind of growth model in 2024, thanks to its ad-supported video-on-demand initiative with Prime Video. By the end of the year, Amazon will have transitioned most of its OTT viewers to an ad-supported subscription tier in the US, Canada, Germany, the UK, France, Mexico, and several other major markets.

Amazon鈥檚 launch of ads on Prime Video is the most notable recent move, but public service broadcasters have been seeding this market for some time. ITV鈥檚 Matchmaker solution, which links brands with loyalty data from retailers Boots and Tesco, went live in late 2022, and Channel 4 launched a similar initiative with retailer loyalty program Nectar360 around the same time.

Retail media is taking Latin America鈥檚 digital ad industry by storm, with advertisers spending nearly $2 billion this year, per our inaugural forecast. Here are the latest trends you need to know.

Our take: Prime Video is a chance for Amazon to kill two birds with one stone. By offering credits and bearing the cost of ad production, it can introduce existing, smaller advertisers to a new spending channel. On the other hand, advertisers who work with Amazon for the first time via Prime Video will be introduced to its broader ecosystem, where they could spend more in the future.

During Prime Day 2024, US shoppers will spend nearly $14 billion鈥攁 5.9% increase over last year. But the dynamics of the shopping event are shifting as competitors chip away at Amazon鈥檚 market share.

Amazon will also introduce new deals during its first-ever Black Friday NFL game on Prime Video on November 24. Who鈥檚 got the membership advantage? Walmart is leaning harder into its membership perks for its holiday sales, which could give it an advantage over Amazon in terms of new sign-ups. Plus, Prime membership is pretty saturated, so there鈥檚 less room for it to grow.

From the rise of sophisticated AI-driven tools to new policies reshaping data privacy and competition, 2025 promises to be a year of relentless change. Companies that adapt will thrive, while others risk being left behind in a swiftly moving market.

Target looks to a paid membership program to fuel growth: The Amazon Prime-like program could incorporate Shipt, the company鈥檚 $99 annual delivery service.

So we've got Peacock and Amazon Prime Video are the ones that are starting to take share, and Netflix is losing share, and then you can pretty much entirely ascribe that to live sports. (11:10):. I should have prefaced all this by saying that Netflix is far and away number one in all these categories, so I'm not... Again, I want to make it clear. They have people spend so much time with Netflix.

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.