The news: Infillion acquired Catalina, gaining access to verified purchase data covering 130 million US households, more than 400 million shopper IDs, and 70 major retail banners, per a press release. The deal gives Infillion's ad platform direct access to $600 billion in annual consumer spending data and 11 billion yearly shopping trips.

Why it matters: US advertisers will spend $71.1 billion on retail media in 2026, per our forecast. While that spending is highly concentrated—Amazon and Walmart will capture 88.2% of retail media digital ad dollars, most advertisers work with multiple retail media networks, creating operational complexity across platforms with differing measurement standards and data systems. As a result, the market increasingly demands better cross-network measurement and data interoperability.