Commerce Intermediaries Ad Spending Forecast 2025

Intermediaries Are Reshaping Commerce Media With a Combination of Data, Scale, and Merchant Partnerships

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About This Report
Ad spending on US commerce intermediaries is set to approach $4 billion by 2027, outpacing other nonretail media cohorts. Key players like DoorDash and Instacart are evolving from delivery apps into full-scale media networks, driving performance and reshaping the commerce media landscape.
Table of Contents

Commerce intermediaries such as DoorDash and Instacart have emerged as formidable players in the commerce media ecosystem. Their unique market position between consumers and merchants allows them to deliver retailer-level results for advertisers with the added benefit of access to cross-merchant purchase behavior.

Key Question: How are commerce intermediaries creating opportunity in commerce media?

Key Stat: Commerce intermediaries deliver across all key attributes of commerce media.

authors

Sarah Marzano

Contributors

Oscar Bruce Jr.
Director, Forecasting
Suzy Davidkhanian
VP, Content
Wendy Malloy
Director, Reports Editor
Emma Noyes
Graphic Designer, Data Visualization
Naomi Rebuelta
Copy Editor
Matt Torpey
Senior Chart Editor
Emman Velasco
Chart Editor
Max Willens
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