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Amazon to launch budget marketplace to compete with Temu, Shein: The retailer is copying their playbook—complete with cheap products and longer delivery times—to stay ahead in the ecommerce race.

While intermediaries’ share of ecommerce sales (grocery or otherwise) will remain relatively flat for the next couple of years, they’re still a long-term threat to traditional retail. But there’s an opportunity for retailers to use intermediaries’ strategies against them.

The number of AR users will surpass 100 million next year and reach 116.0 million in 2028, per our forecast.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of June. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Becky Schilling and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Toys R Us offers a high-profile use case of AI video: The toy brand made an ad with OpenAI’s Sora tool, riling creatives.

On today's podcast episode, we discuss the main ways the shopper journey is evolving, how retail media is shifting to encompass the full funnel, and how in-store retail media can help bring a brand's shopping message to life, particularly during holidays and events. Tune in to the discussion with our analyst Sarah Marzano and Nikhil Sharma, senior director of performance and insights at Roundel.

Advertisers will increase their spend on US retail media search ads every year of our forecast period in 2028, when it will see its most growth at 23.4% YoY, according to our March 2024 forecast.

Gen Alpha is “very savvy when it comes to brands,” said Dani Mariano, president of Razorfish. But the young generation has different attitudes toward technology and learning than their older counterparts. They’re open to learning from brands, especially when creators are involved. And they’re eager to interact with others, both on and offline. Here are five key stats from Razorfish’s recent report on Gen Alpha.

Private label sales are growing as consumers seek cheaper alternatives to national brands, but price isn’t the only reason.

Supply chain headaches mount for retailers: Disruptions in the Red Sea are driving up shipping rates and creating backups at key ports.

Behavioral advertising could be on the federal chopping block: A draft of the American Privacy Rights Act drew criticism from ad groups for proposing harsh restrictions.

56% of adults 18 to 24 in select countries have used ChatGPT, but that number decreases as people get older, according to April 2024 data from YouGov and Reuters Institute for the Study of Journalism at the University of Oxford.

On today's podcast episode, we discuss what Apple Intelligence promises to help users do, what a partnership with Apple means for OpenAI, and why this might be a bad move for the iPhone maker. "In Other News," we talk about the advent of the AI PC. Tune in to the discussion with our analysts Jacob Bourne and Yory Wurmser.

Amazon will pull in over 80% of US retail media search dollars this year, per our forecast. But Walmart will continue growing its share of non-Amazon retail media search ad spending over the next two years.

Off-site and on-site display ad spending will each more than double over the next five years.

The world’s biggest advertisers converged at Cannes Lions last week. At the festivities, marketers discussed everything from AI (it’s everywhere) to retail media (it’s growing). Other hot topics included the creator economy, which people are optimistic about, and data privacy, which has people more concerned. Here are some hot quotes overheard at Cannes.

Every year, as adland descends on the south of France for Cannes Lions International Festival of Creativity, there are a few topics that dominate the conversation. This year’s two hottest topics—creators and AI—didn’t deviate much from 2023, but the way each showed up on the Croisette and at the Palais did.

Linear TV has been the bread and butter of upfront advertising. Although linear TV is declining, upfront spending will outlive it as commitments shift to digital inventory.

We look at the social media trends that hold Gen Zers’ limited attention spans.