The National Retail Federation (NRF)’s Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge—exceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

Growth rates will decline, but digital grocery will remain a key focus for retailers looking to drive incremental sales dollars in ecommerce.

Customer data collection, the dawn of retail media, and AI-assisted shopping has upended a retail industry already in the midst of a big-box transformation at the tail end of the 20th century. And then there is one of the biggest elephants in the room: Amazon. Here are some of the most impactful changes that marketing leaders have seen over the last 25 years.

The loss of TikTok in the US would cause a ripple effect across the media, marketing, and commerce landscape. Meta and YouTube stand to gain the most, but there is a long list of other winners—and losers.

Organizations will prioritize governance in 2025 as they ramp up genAI investments in pursuit of business transformation.

TikTok Shop plans to launch in Mexico next month: The move suggests the company is unfazed by the potential US ban.

Amazon challenges TV giants: Prime Monday upfront slot showcases NBA rights, aiming for $750 million in ad revenues from streaming sports

Latin America’s digital economy will undergo significant changes in 2025 as retail innovation and regulatory changes redefine business dynamics for global and local players alike.

Amazon isn’t taking Temu’s attempt to lure its sellers lightly: The retailer is offering China-based merchants incentives to drop Temu listings, an approach that led Anker to pull its products.

On today's podcast episode, we discuss where the content production dollars will be going, what the Omnicom and IPG deal will mean for the agency client relationship, and how the antitrust and other legal cases against Amazon, Apple, Google, Meta, and TikTok will play out in 2025. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President of Research Jennifer Pearson, and Vice President Paul Verna.

The former Bush aide’s elevation could reshape content moderation policies as Meta navigates polarized users and criticism of its content moderation policies.

While our analysts have shared their major trends for the year ahead, the newsletter team has a few additional thoughts. In 2025, we think retailers will focus on personalized in-store experiences and technology to boost foot traffic and engagement while Amazon brings its AI assistant, Rufus, to brick-and-mortar locations. Discount retailers will struggle to retain customers, leading them to diversify or launch marketplaces to stay competitive.

Rushed genAI promises and delayed launches erode trust, exposing how tech giants are prioritizing hype over realistic timelines in a race to beat competitors

Voice assistants fumble the AI revolution: Despite genAI advancements, Big Tech’s assistants face stalled growth and disinterest from older users—Gen Z and parents of Gen Alpha might be their saving grace.

CTV display ad spending will reach $33.35 billion in 2025, with 98.4% of those dollars going to video ads. Total CTV ad spending will see solid double-digit annual growth rates through our forecast period to reach $46.89 billion in 2028.

Amazon strengthened its grip on ecommerce in 2024: The retailer warded off growing competition from Temu and Walmart by improving delivery speeds, offering deals, and enhancing Prime benefits.

Big Tech’s energy shift: Companies like Google and Microsoft are increasingly turning to nuclear energy to meet the escalating power demands of AI, but regulators could stop projects before they start.

Digital sports viewership surpasses TV: Fragmentation challenges consumers, while younger audiences drive demand for highlights and streaming innovation.

Back in January, the Retail Daily newsletter editors made some retail predictions for 2024. While we were right about Amazon opening fulfillment centers out of physical stores, we were wrong about more digitally native brands partnering with Amazon. Want the full rundown? Here’s how we did.

Temu and Shein won over cost-conscious shoppers in 2024: But regulatory concerns over tax loopholes, product safety, and labor practices could weigh on growth in 2025.