The most expensive political ad cycle in US history ended last week. Campaign buys stopped Wednesday morning, pulling billions in demand out of the market just as holiday budgets hit their peak.
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Become a ClientOctober's winning retail campaigns fell into three categories: "Most Impactful Campaign," "In-Real-Life Initiative," and "Under-The-Radar Move." Retailers competed with creative marketing, experiential activations, and product launches throughout the month.
In today’s podcast episode, we explore three of the biggest questions surrounding Google: Can its ad business continue to fund its AI ambitions? When can we expect ads to appear in Gemini? And how will AI transform the Google shopping experience for consumers? Plus, more. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Nate Elliott, Analyst Marisa Jones, and Director of Forecasting Cindy Liu for the discussion.
Some 71% of US mobile shopping app users typically buy through the app when a brand offers both an app and a mobile website, according to a September report from RZR.
DoorDash’s agreement to acquire Instacart, a deal expected to finalize in 2027 or early 2028, brings together large-scale delivery and grocery delivery intermediary operations. The acquisition also combines two substantial commerce media platforms, which increases the reach for all advertisers, while likely making commerce media campaigns accessible to smaller advertisers and regional grocers. DoorDash’s $1.33 billion in US commerce media ad revenue this year, combined with Instacart’s $1.20 billion—$2.53 billion total—exceeds Uber’s projected $2.11 billion, per EMARKETER’s forecast. Improving data for grocery advertisers The acquisition brings substantial resources to advertisers, including added reach and first-party data, based on the scale of DoorDash’s and Instacart’s audiences. “A combined DoorDash and Instacart would account for nearly a fifth of US grocery ecommerce sales, putting them in the same league as major grocers like Kroger, Albertsons, and Target,” said Arielle Feger, senior analyst at EMARKETER. “They still wouldn’t come close to Walmart or Amazon in terms of revenue, but their real advantage is the data.”
Oura's deal with Ulta mirrors the recent Whoop-Ulta tie-up. Beauty retail offers a new arena for wearables to compete for shoppers beyond fitness enthusiasts.
Newer brands can attract buyers seeking healthier options and sleeker branding.
Some 44% of chief information officers and CTOs worldwide are very or extremely concerned that global AI investment may be growing faster than the business value it can deliver, according to a September report from GFT Technologies and Wakefield Research.
Brand objections stall its AI training plans, exposing tensions between automated advertising and data ownership.
Its $22 billion Roku deal gives advertisers broader reach and a simpler way to buy streaming ads.