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Non-endemic advertisers will play a key role in funding travel media ad spending. While retail media ad spending is largely driven by endemic advertisers (advertisers promoting brands and products sold directly by that retailer), travel media will be driven by ad spend from non-endemic advertisers.

Amazon and Walmart combined will gobble up more than 84% of all retail media ad spending in 2025, representing a pervasive and unyielding dominance within the channel. The share of ad spending allocated to all other RMNs increased by less than 1 percentage point between 2019 and 2024.

Tariffs鈥� threat to retail margins is forcing Amazon to diversify aggressively鈥攁nd it needs to prove it鈥檚 working. Its future ad growth depends on using genAI to reinvent product discovery and proving that its AI ecosystem can drive real business outcomes across commerce, cloud, and media.

After beauty's social return on ad spend (ROAS) dipped to $1.90 in Q4 2024, the category saw a marked jump up to $3.50 in Q1 2025, according to a March report from Cart.com.

US social ad spend will grow YoY in 2025, even as platforms grapple with tariff-related budget cuts from industries that spend heavily on social channels, like CPG and retail.

The situation: Amazon and Google, once bound by a symbiotic relationship in which Amazon funneled ad dollars into Google Search and Google indexed Amazon鈥檚 pages, are now veering toward open conflict as generative AI (genAI) blurs the lines between ecommerce, advertising, and search. Both companies are determined to own the entire journey from discovery to checkout, and that ambition is unraveling what remains of their former d茅tente. Our take: Amazon and Google are racing to define where and how consumers discover and buy products in the genAI era. If Amazon succeeds in walling off its marketplace data and steering shoppers to its own AI interfaces, the retail landscape could splinter into walled gardens where tech giants cooperate far less. That winner鈥憈akes鈥慳ll dynamic might suit the victors, but it risks degrading the overall consumer experience with fewer choices and less transparent pricing. At the same time, it could lead brands and retailers into a margin鈥憇apping race to the bottom inside whichever closed ecosystem proves most dominant.

By contrast, Amazon share grew 4.3 points from 9.5% to 13.8%, fueled by its edge in retail media鈥攐ne of the fastest-growing segments in digital advertising. 鈥淥ther digital鈥� is becoming a fourth pillar of digital advertising.

Digital ad giants beat Q1 expectations, but tariffs, regulation, and slowing growth signal choppy waters ahead. This report breaks down which platforms are thriving, which are stalling, and what鈥檚 next for search, social, streaming, and retail media.

This report presents our forecasts for advertising, retail, and ecommerce sales in France, along with consumer behavior and trends. This deck covers:. How digital ad spending in France is evolving. Ecommerce trends and forecasts. How and where internet users spend time with various media. This deck can help you:. Showcase opportunities to customers (agencies, solution providers).

Germany鈥檚 digital landscape is evolving fast, driven by shifting consumer behaviors, increasing ecommerce adoption, and changing media habits. Recent data reveals the trends shaping digital spending, retail sales, and more.

This is the first installment of our 鈥淢exico Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

This is the first installment of our 鈥淏razil Ad Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

Italy鈥檚 digital landscape is evolving fast, driven by shifting consumer and media habits and increasing ecommerce adoption. Recent data reveals the trends shaping digital spending, retail sales, and more.

Commerce media networks, including retail, travel, and financial services follow, with 62% currently investing and one-quarter planning to. An equal percent of North American marketers (60%) currently spend on connected TV (CTV) and print, though slightly more plan to invest in CTV than those who have plans for print (28% and 26%, respectively). Beyond print, traditional is getting left behind.