Grocery delivery intermediaries like DoorDash and Uber are gaining ground, offering new ways to reach high-intent shoppers. Meanwhile, retailers like Walmart and Amazon continue to lead with strong delivery infrastructure and valuable customer data.

The news: DoorDash’s acquisition spree continued with its $175 million purchase of ad tech firm Symbiosis. The deal will expand the company’s offsite capabilities, enabling advertisers to run campaigns across search, social and display channels that are integrated with DoorDash’s closed-loop measurement system. Our take: DoorDash’s Symbiosis acquisition and ad updates should help the company attract bigger brands and retailers to its ad platform—especially as demand for its core delivery services remains healthy.

Commerce media is expanding in terms of numbers of players, but ad spend patterns remain the same.

Food delivery platforms are in expansion mode: DoorDash, Uber, Instacart, and Wonder are turning to acquisitions and new markets to maintain their momentum.

Brands redefine customer acquisition through tech partnerships: Retailers tap nontraditional channels to connect with new audiences in a challenging economy

DoorDash makes $3.6 billion bid for Deliveroo despite global economic uncertainty: The delivery company hopes to broaden its international reach at a time when consumers are cutting restaurant spend.

In-store payments provide a new growth avenue for BNPL providers facing slower industrywide volume growth

Mother’s Day campaigns are shifting toward personal storytelling, creator partnerships, and emotionally resonant content to deepen consumer connection. For marketers, it’s a reminder that authenticity and brand values can drive both engagement and sales.

Domino’s inks deal with DoorDash to expand delivery reach: The partnership will put the pizza chain on track to reach its goal of $1 billion in sales from aggregator platforms by 2026.

Tying up with DoorDash gives the BNPL provider a massive volume opportunity

Retail media’s rapid growth has spurred nonretail verticals to harness their first-party data to fuel their own commerce media networks. Retail media spending still dominates the commerce media landscape, but distinct challenger cohorts are finding their footing.

DoorDash vows to invest more in expansion: Strong Q4 revenues and orders boost momentum, but inflation and tariffs pose risks.

The payments provider maintained impressive POS growth given heightened competition in the space

Grocery is the second-largest ecommerce category we track, garnering $220.48 billion in 2025, according to our “US Digital Grocery Forecast 2025” report. Walmart is the top digital grocery retailer, capturing 31.6% of US grocery ecommerce sales in 2025, followed by Amazon (22.6%) and Kroger (8.6%).

While AI adoption could save employees significant time, most still see it as a draft generator—helpful, but far from a finished product.

DoorDash aims to transform how brands connect with customers through two new partnerships intended to make ads more relevant and shopping more personalized.

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

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

Instacart announces slew of partnerships to combat slowing growth: The delivery platform is adding new retail partners and expanding its ad reach.

The deal highlights providers’ efforts to keep up with the growing demand for EWA