DoorDash rolled out a series of updates to make it easier for advertisers to purchase inventory and measure campaigns. Intermediaries like DoorDash are benefiting from advertisers’ frustrations around walled gardens and measurement challenges. We expect US commerce intermediary media network ad spending to jump 20.2% this year to $2.74 billion—nearly 40% higher than the combined retail media revenues of Target, eBay, and Etsy.
Walmart’s OnePay will reportedly offer crypto trading and custody through its banking app, per CNBC. Major retailers like Walmart and Amazon can save substantial margin on each transaction if they can get consumers to use their own crypto instead of traditional payment rails. While the ramp up to stablecoin issuance would take time, more operationally ready ventures like crypto-powered remittances stand as easier plays to execute.
American Express debuted Amex Ads, a new digital advertising platform that allows brands to connect with its 34 million customers, per a press release. Amex Ads will go live on AmexTravel.com before spreading to other Amex platforms. Amex has the power to link advertisers with high-spending consumers, which are driving the bulk of US spending during a period of economic uncertainty—and Amex’s earnings. By granting access to consumers who already are interested in prestige travel and dining experiences, advertisers can attach themselves to Amex’s strong brand halo for luxury experiences, delivering strong ROI for ad spend.
Starbucks and Target tapped into the buzz around the release of Taylor Swift’s latest album, “The Life of a Showgirl,” to help fuel their turnaround. The stakes are high for both companies as they struggle to get customers excited about their offerings. At the same time, the question for both Starbucks and Target is whether they can turn the short-term bump into lasting growth.
Drone delivery is finally taking flight in the US, with major quick-service chains launching pilot programs to test airborne burrito and chicken deliveries. Uber Eats and Flytrex plan drone pilots by late 2025, while Dave’s Hot Chicken, Chipotle, and GoTo Foods are running tests across California and Texas with partners like Matternet, Zipline, and Wing. Looser regulations and better tech are driving momentum, though most efforts remain small-scale. Still, even if drone delivery doesn’t revolutionize logistics, the buzz positions these brands as forward-thinking innovators gaining valuable PR lift.
Microsoft overhauled its Digital Direct Sales operation—responsible for selling all first-party products on Microsoft.com across 100+ markets—to run on an AI-first, agent-driven assistant model that drives the company’s ecommerce. The next battle for customer intent won’t happen on search bars or landing pages—it will happen inside conversations. The brands that train their AI agents to listen, reason, and personalize at scale will own those moments of intent. Every chat should be a transaction—brands need to train their AI agents to listen, reason, and personalize at scale.
For years, the commerce media conversation has centered around one theme: Measurement. But that may be changing. “We are finally moving past just talking about measurement,” said Collin Colburn, vice president, commerce and retail media at the Interactive Advertising Bureau (IAB). “It’s a horse that’s been beaten over the head a little bit too many times.”
The news: The Interactive Advertising Bureau (IAB) lowered its 2025 US ad spending forecast from 7.3% growth to 5.7%, citing “macroeconomic pressures” and tariffs. What brands can do next: The most effective marketing strategies will vary dramatically across industries. Low-cost, high-ROI channels can squeeze the most out of limited budgets, but marketers shouldn’t underestimate the value of branding and loyalty.
Blackhawk Network (BHN) launched a gift card mall in the Google Play Store, per a press release. Android users will be able to buy and transfer virtual gift cards from BHN’s merchant network, including its exclusive Original series. Virtual gift cards can be securely sent to recipients by email or text. Tie-ins like this make it even easier to pick prepaid cards as a gift, especially for procrastinators trying to send presents at the eleventh hour. But BHN is still missing the core of the US population without an Apple integration.
OpenAI’s launch of Instant Checkout, which enables direct purchases through ChatGPT, has triggered a competitive push among ecommerce giants to streamline online shopping. Google unveiled AI Mode, allowing conversational product searches, Amazon introduced Add to Delivery for one-tap Prime orders, and Meta rolled out Business AI to enhance chat-based shopping across its platforms. While Instant Checkout currently supports only single Etsy purchases and lacks utility for everyday shopping, its debut signals the potential of AI-driven commerce. For now, Amazon and Google’s scale and infrastructure give them the edge, but the arms race to own the purchase path is intensifying.
Shein and Amazon are making bold retail moves in France as economic stagnation fuels demand for low-cost goods. Shein will open its first permanent French stores in November through a partnership with Société des Grands Magasins, marking a shift from its online-only model. Meanwhile, Amazon plans to roll out its budget-friendly Haul offering in France, featuring clothing, cosmetics, and household items priced under €20. Both initiatives face backlash—Shein from regulators and the fashion industry, and Amazon from critics of its impact on local retailers—but France’s appetite for affordable shopping suggests both efforts will gain traction despite opposition.
Trust in news media is at a record low in the US, with just 28% of Americans across age groups and party affiliations showing a “great deal” or “fair amount” of trust in television, radio, and newspapers to report news fully, fairly, and accurately, per Gallup. Creating content that aligns with core audience values will be critical to sustain advertising success as consumer trust in media declines.
Jack in the Box introduced an in-app, AI-powered “choose your own adventure” game to deliver more deals to customers and increase engagement. More quick-service restaurants (QSRs) are turning to gamification to reverse slumping traffic, spotlight value offerings, and attract more diners to their apps. Offering gamified experiences is an effective way for QSRs—and even retailers—to get new customers into their orbits while encouraging existing ones to order more frequently.
Over half (56%) of US luxury consumers plan to maintain or increase their spending in the next three months as of July 2025, a sharp rebound from April's low of 47%, according to a September 2025 report from Saks.
Seven of the 10 top affiliate publisher types increased coupon use in H1 2025, led by email where 50.1% of sales included a coupon, according to data provided to EMARKETER by Awin.
As advertisers demand clearer evidence of campaign effectiveness, retail media networks (RMNs) are investing in advanced attribution tools. Loblaw Advance, the retail media network of Canadian retailer Loblaw Companies Limited, is taking this step with its new multi-touch attribution (MTA) solution.
Consumers are approaching the holiday season with restraint: 27% of US adults expect to spend less from October to December, while 22% spend more, per a July survey from Experian and ad platform GroundTruth. Discounters and value-oriented retailers should be well-positioned to draw holiday sales from consumers. Still, retailers chasing growth during the make-or-break holiday season will need to drive and reward value-seeking behavior. That means their marketing must be aligned with shopping behaviors. Messaging should spotlight value and affordability. Marketing campaigns should be stretched across the extended shopping season, not just concentrated on big events like Black Friday. Promotions and loyalty perks should be used to reward value seekers.
Stripe updated a host of products during Stripe Tour New York. tripe’s use of AI for fraud detection and a frictionless redirected checkout will give merchants increased security and better margins. For ecommerce companies, the ability to seize more of the revenues from in-app sales could motivate directing more marketing promotions aimed at driving customers to download their apps for checkout for a discount.
Fiserv will acquire StoneCastle Cash Management, giving its payment ecosystem a new source of liquidity. Broadening its merchant services through stablecoin issuance may take the burden off of Clover to drive revenues, which has struggled recently with weaker adoption amid a stacked POS space. But partnered merchants like DoorDash will have to make a case to workers and customers alike that stablecoin payments are as valuable as fiat. With only 1.8% of the US population using cryptocurrency, per our forecast, the general population will have to be persuaded that FIUSD—or retailers’ own stablecoins—really have the utility to pay bills and rent just as easily as a regular paycheck.
GenAI is becoming an indispensable tool for shoppers looking to navigate the endless aisle that is ecommerce. Two-thirds of consumers who make a weekly online purchase regularly use genAI assistants like ChatGPT to inform their shopping decisions, according to a survey from ecommerce retention platform Yotpo. GenAI is in the early stages of transforming the customer journey, but it is no doubt becoming a front door to ecommerce. Retailers need to be prepared for a future when AI, not shoppers, are the primary visitors to their sites. Those who invest in AI-ready content, authentic reviews, and clear product data will lure tomorrow’s customers. Those that don’t risk fading into the background of the AI-driven marketplace.