Retail media provides a significant boost to Instacart’s bottom line: The company’s advertising business reportedly grew 30% last year to $740 million.

Tapestry brings its D2C and wholesale teams together to create a consistent brand experience across channels, while Hollister enables teens to fill their carts and send to a parent for purchase. Instacart and eBay find ways to offer customers more value.

Amazon, Costco Wholesale, and other retailers now face an uphill battle to win recurring revenues in the era of subscription fatigue.

Stripe can benefit from Uber’s global reach, while Uber can cut checkout friction for customers.

Economic uncertainty is making it hard for some to keep up: Prolonged inflation, financial stress, and rising debt are making for a challenging environment.

The way advertisers think about TV is changing as it shifts from linear to ad-supported streaming. Here are three developments shaping TV ad measurement, streaming behaviors, and consumer targeting.

Several retailers look to harness generative AI’s potential: Instacart, Walmart, and Levi Strauss are among those testing potential use cases for the emerging technology.

Healthy growth will obscure the upheaval that retail media’s evolution is causing. Retailers racing to think more like publishers—and brands trying to rethink the value of retail media—are feeling some strain.

ChatGPT’s latest update could turn it into a shopping engine: Instacart, Klarna, and Shopify are experimenting with offering users personalized recommendations.

US ad spend dropped 8.0% YoY in February, according to a MediaPost analysis of Standard Media Index’s US Ad Market Tracker. That marks eight months of consecutive YoY decline as part of a trend that began in July 2022.

Retail media’s positive hype is real. We expect it will disrupt the digital advertising landscape worldwide. In Canada, a handful of players—led by Amazon, Walmart, and Loblaw—have turned it into the fastest-growing ad segment in the country, and at scale.

Friction developing between Microsoft and OpenAI: The tech companies compete for AI customers under a profit-sharing model that could undermine Microsoft’s cloud growth. An acquisition attempt is likely.

Which networks should brands be paying attention to as they refine their retail media strategy? From the king of them all to the ones that are just catching up, here are five retail media networks to keep an eye on this year.

Instacart’s revenues and profits spiked in 2022, helped by its growing ad business: That could speed up the timeline for the grocery delivery company’s long-awaited IPO.

This second installment of the “Payments Ecosystem” collection unpacks how point-of-sale (POS) hardware, software, and payment gateway services are becoming increasingly intertwined as merchants adapt to economic turmoil and consumer payment changes.

Amazon expands its ultrafast delivery options: The retail giant is investing in same-day delivery amid growing competition from Target and others.

Target is spending $100 million to expand its next-day delivery capabilities: The retailer plans to have at least six new sortation centers to make delivery cheaper, faster, and more efficient.

This report is a guideline to help marketers understand retail media through market size estimates, growth projections, and analysis of the complex landscape of buyers, sellers, and intermediaries.

Instacart has had a busy few months. Besides scrapping its plans to go public, the company has cut its valuation a few times, trimmed its workforce, and explored other cost-cutting measures. That being said, Instacart has also made investments to bolster its business, including new technologies for merchants and expanded retail media offerings.

On today's episode, we discuss the significance of Google's ChatGPT rival Bard, whether Instacart's shoppable TV QR codes can be a hit, if Fanatics can crack the US livestream shopping code, whether Twitter allegedly shedding users is a short-term issue, where (and how) we listen to music, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Evelyn Mitchell.