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DoorDash partners with Lyft: The combination should make the delivery service a stronger competitor to Uber, which offers members of its Uber One service free food delivery and discounted rides.

Retailers far outrank financial service, travel, and ride-sharing platforms in terms of traffic, according to Comscore. As these non-retail industries invest in ad networks, they鈥檒l need partnerships with other industries like CTV to provide inventory that will actually reach consumers. This was originally featured in the Retail Media Weekly newsletter.

On today's podcast episode, we discuss why gaming is a digital advertising hotbed, how consumers are embracing shoppable media, and what happens now that the ride-sharing industry has bounced back. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.

Retail media spans a broad and growing merchant list, from marketplaces (Amazon) to department stores (Macy鈥檚) to ride-sharing apps (Uber).

Our take: On the whole, demand for Uber鈥檚 ride-sharing and delivery business is strong, helped by growing Uber One membership and a larger selection of merchants on its platform. But price hikes could curb demand in the US, especially as tariffs threaten consumers鈥� purchasing power.

Ride-hailing apps. Strengths: Frequency of purchase. Captive audience during rides. Ad inventory includes seat-back screens and app. Diversified business models (e.g., ride-hailing, food delivery, and grocery delivery) give more opportunities to reach consumers. Considerations: Ride-sharing trips and time on ride-hailing apps is short, which means less time to engage. Key player: Uber.

That could include coverage for ride-sharing or food delivery, bed bug remediation, high-end electronics, pets, vacation, identity theft, libel and slander to cover their extensive online activities, and home-sharing (both for hosts and guests). Sources. Bankrate. CBIZ. Conning. Global Financial Literacy Excellence Center (GFLEC). Insurance Innovation Reporter. J.D. Power.

Building a killer app: Prior acquisitions and recent moves by CEO Dara Khosrowshahi, who is also the former CEO of Expedia, have boosted Uber鈥檚 transformation into a multifaceted company with offerings beyond ride-sharing. Its Uber Eats subsidiary and $2.65 billion purchase of Postmates added food and delivery services, and its Uber Freight division hosts more than 15,000 carrier partners.

This partnership opens up Cash App Pay to Lyft鈥檚 expected $18.09 billion in ride-sharing sales next year, per our forecasts. How this helps Cash App Pay: Block-owned Cash App is trying to grow Cash App Pay as a checkout option. The buy button has had a slow rollout since it launched in September 2021. It didn鈥檛 became available for merchants outside the Square network for another year.

When you factor in some of the smart partnerships they鈥檝e launched like with travel insurance companies, hotel brands, and ride-sharing services, there aren鈥檛 many aspects of consumer profiles that airlines don鈥檛 have eyesight into. This wealth of information presents a powerful opportunity to monetize through advertising.

Ride-Share Sales Have Blown Past Pre-Pandemic Levels and Are Still on a Fast Track. Ride-sharing has recovered faster than we thought it would. We predicted ride-share sales would take three years to return to their 2019 peak after falling by 46.9% in 2020. Instead, sales blew past pre-pandemic levels in 2022, and we are forecasting another surge this year (24.3% growth).

An aging population and the increased popularity of ride sharing also hurt overall demand. To see the full forecast, click here. Homeowner insurance faces a squeeze in both the demand and supply of policies. Homeowner insurance will register the largest drop in penetration between 2021 and 2025. It will fall to 88.2% in 2025, compared with its peak of 90.8% in 2021.

Not every trend gets the headline it deserves. Our analysts spotted three undervalued ad mediums (in games, shoppable media, and ride-share companies), each holding an opportunity for advertisers to diversify their spend, explore formats, and identify untapped audiences. Here are the ad forecast trends you need to know.

DoorDash鈥檚 growth was driven in large part by its engaged DashPass member base (more on that below), while Uber is able to use ride-sharing to drive users toward its delivery service. Instacart鈥檚 strength lies in its core delivery model, which it should continue to invest in to stay ahead of the competition. 4. Retail media offers room to grow.

This tool is already used in travel and ride-sharing, but consumers may get turned off by its use in retail. Consumers are resistant to dynamic pricing because it violates their sense of fairness, can inflate prices, and reduces predictability in budgeting.

Quick-service restaurants can show ads to shoppers running morning errands; entertainment brands can promote TV shows, concerts, and sporting events; ride-sharing apps can run ads next to the beer aisle on weekends, or during bad weather; local auto dealers can run ads for pickup trucks in the lumber aisle; and telecoms can run ads in the smartphone and tablet aisle.

On today's episode, we discuss whether the most watched program in the US (the NFL) has a looming viewership problem, Disney+ and Hulu joining forces, whether the free returns party is over, ride-hailing apps giving mixed messages, YouTube viewership on TV screens, the best-selling video games in history, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.

Search advertising industry could be monetizing AI chats too soon: Much rides on Bing Chat ads鈥攁nd how it impacts user experience.