The news: China is outpacing the US in retail media’s global rise, with nearly half of its digital ad spending now flowing through retail platforms. While Amazon still leads globally, its growth is slowing—expected to rise just 18.6% in 2025. Meanwhile, players like Uber Eats, Meijer, and Albertsons are growing ad revenues at triple-digit rates. Our take: Retail media is becoming more fragmented and competitive. Success now requires portfolio diversification, especially as new channels—like last-mile delivery and in-store signage—gain momentum. What began as an Amazon-centric, US-led trend is now a worldwide shift reshaping how consumers discover, consider, and buy.

The news: Walmart is testing dark stores in Dallas and Bentonville, Arkansas, as part of its broader effort to speed up deliveries, per Bloomberg. Our take: Amazon’s latest pledge to offer one- or same-day delivery in 4,000 smaller cities and rural areas by year’s end is the latest salvo in its relentless quest to raise the bar on convenience. For Walmart, keeping pace isn’t optional—it’s essential. Fortunately, Walmart has the scale and infrastructure to compete. Fast delivery isn’t just about logistics; it’s a powerful driver of customer loyalty. When shoppers know they can get essentials like toothpaste at their doorstep within hours, they’re more likely to click the buy button rather than venture out to a store.

The news: Amazon plans to bring same- and next-day delivery to more than 4,000 smaller cities and rural communities by year’s end. Our take: Amazon’s growing focus on rural delivery is squarely aimed at deepening Prime’s value, driving higher engagement, and unlocking long-term loyalty in a market that still holds plenty of untapped potential.

The trend: Summer retail sales are starting earlier and stretching longer than ever. Our take: Retailers aren’t just chasing summer sales—they’re building revenue engines that integrate ecommerce, loyalty programs, and retail media into a more durable flywheel. By making sales events exclusive to members or offering perks like early access to deals, they’re encouraging sign-ups, deepening engagement, and boosting long-term customer value. The longer promotional windows give retailers more time to drive discretionary spending, alleviate fulfillment bottlenecks, and monetize digital traffic through advertising. That’s especially critical this year, as economic uncertainty prompts more consumers to pull back on nonessential purchases.

The news: Cannes Lions 2025 marked a shift in retail media strategy, with platforms like Pinterest and Reddit forging deeper ties with retailers. CVS announced a clean room data partnership with Reddit to allow targeting based on shared first-party data, launching a Sensodyne and Advil campaign this fall. Pinterest partnered with Instacart to enable shopping from pins and connect ad exposure to sales via closed-loop attribution. Our take: Social platforms are becoming full-funnel retail media environments. By fusing community context with purchase signals, these integrations aim to blend discovery and commerce in real time—paving the way for more data-rich, measurable campaigns.

A new four-day format for Amazon’s tentpole event will shake up the playing field.

“There are lots of shiny new pennies in marketing, so it's very easy to get distracted,” said Nicklaus Hasselberg, VP of growth marketing and ecommerce at Every Man Jack, at The Lead Summit in New York City last week. “It’s about ‘What do we reasonably believe will have the biggest impact on our business?' And let’s do it as well as we can."

On today’s podcast episode, we discuss the potential of Amazon’s new Buy for Me feature, which of its new CTV ads will make the biggest impact, and how much tariffs might slow down the online shopping giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

Amazon shrugs off economic pressure: The retail giant says it hasn’t seen any meaningful average selling price increases, nor have shoppers pulled back spending.

Retail ecommerce sales worldwide will reach $6.419 trillion in 2025, growing 6.8% YoY—the slowest pace since 2022, per our February 2025 forecast.

US TikTok Shop employees prepare for layoffs: Tariffs and de minimis changes have pushed the platform’s ambitious commerce goal further out of reach.

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

Lowe’s expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

The global payments industry will be a $2.3 trillion revenue opportunity in 2028. But shifting business models, new technologies, and alternative payment methods are changing how key card players compete for a share of this revenue.

The partnership highlights the importance of individual merchant deals and larger platform tie-ups