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Retail media Trends & Statistics

EMARKETER offers market research, trends and statistics for a variety of topics and industries. Here you will find a collection of reports, articles and other resources for Retail media

Global ad spend to top $1 trillion as digital and retail media surge

Article
Dec 04, 2025

Dentsu forecasts the global advertising market will surpass $1 trillion for the first time in 2026, growing 5.1% and powered by digital channels that will capture nearly 69% of total spend. Retail media leads with projected 14%–16% growth, while online video and social also expand double digits. Major global events—including the Winter Olympics, FIFA World Cup, and a packed political calendar—will drive attention and pricing pressure across markets. APAC remains the fastest-growing region, led by India and China, while the US will represent about 40% of worldwide spend. For marketers, algorithm-first planning, advanced measurement, and early tentpole buying will be critical.

Publicis marks 100 years with a vision for an AI-powered creative future

Publicis marks 100 years with a vision for an AI-powered creative future

Article
Dec 04, 2025

Publicis Groupe’s 100th-anniversary film, “A Lion Never Gives Up,” blends live action with 4,500 AI-generated images to retell the company’s evolution and project its future. With more than half its workforce now in data, engineering, and AI, leadership says the next era will reward companies that fuse creativity with machine-driven operational scale. The film lands as Omnicom’s acquisition of IPG reshapes the competitive field, and Publicis argues its AI maturity gives it an edge in a more concentrated market.

Is Baidu’s decline a worrying sign for the US digital ad market?

Is Baidu’s decline a worrying sign for the US digital ad market?

Article
Nov 25, 2025

Baidu posted its sharpest revenue decline on record, with ad revenues falling 18% as AI-generated answers replace traditional search clicks. Ernie Bot now powers responses on most Baidu queries, improving user experience but suppressing monetizable activity—a trend management says will weigh on results into Q4. Competitors like Tencent, ByteDance, and PDD are still growing 20% to 30% YoY, suggesting Baidu’s weakness is structural. While the US market is more diversified, Baidu offers a stress test: AI can reshape search faster than monetization evolves. For advertisers, it’s a reminder that even Google and Microsoft must balance innovation with economic stability.

UK Digital Ad Spending Benchmarks, by Format: H2 2025

UK Digital Ad Spending Benchmarks, by Format: H2 2025

Report
Nov 25, 2025

This is the second installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.​

UK Total Media Ad Spending Benchmarks: H2 2025

UK Total Media Ad Spending Benchmarks: H2 2025

Report
Nov 25, 2025

This is the second installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.​

Scaling Retail Media for the Last Mile of America with Dollar General | Behind the Numbers

Audio
Nov 24, 2025

On today’s podcast episode, we discuss what makes Dollar General Media Network unique, how it's approaching measurement, and what it’s focusing on for next year. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Sarah Marzano, and Vice President and General Manager of DG Media Network, Austin Leonard. Listen everywhere, and watch on YouTube and Spotify.

Premium CTV grows more accountable as Albertsons and NBCU link ads to sales

Article
Nov 20, 2025

As CTV investment accelerates, so does scrutiny. Marketers face pressure to validate every ad dollar, yet measurement across connected TV (CTV) remains fractured and disconnected from the outcomes that matter: Sales.

Triopoly Advertising Earnings Q3 2025

Triopoly Advertising Earnings Q3 2025

Report
Nov 19, 2025

Q3 was a record-breaking quarter for the three largest ad platforms, but heavy spending on AI is compressing margins and raising questions about how the technology will impact the future of digital advertising.

7-Eleven's puzzling expansion strategy

Article
Nov 17, 2025

7-Eleven is making bold moves that contradict retail wisdom, expanding its footprint despite declining same-store sales and traffic. "It's not that they're opening a ton of new stores, it's just they're rejigging their footprint," said our analyst Blake Droesch on a recent episode of “Behind the Numbers.”

Partnerships, measurement, and AI are leading the next phase of retail media, per earnings

Article
Nov 17, 2025

As retail media moves from side business to centerpiece, big brands are prioritizing measurement and efficiency to cement the channel as a mature budget item. Retail media will grow almost 20% this year (19.4%) to reach $58.79 billion, according to EMARKETER's September 2025 forecast. In recent earnings calls, tech leaders described a channel that is now about solid data, AI-driven relevance, and reshaping how advertisers reach shoppers.

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Video, social dominate offsite retail media strategies

Video, social dominate offsite retail media strategies

Article
Nov 17, 2025

Key stat: 72% of US buy-side retail media advertisers say they are buying video ads offsite, second only to social media, according to a March RetailX survey commissioned by Koddi.

Western Europe Grocery 2025​

Western Europe Grocery 2025​

Report
Nov 13, 2025

Grocery retail sales are robust, and ecommerce is gaining share as more people buy groceries online—making retail media a growing opportunity.​

Pinterest’s AI-driven discovery model fuels international gains, but US growth slows

Article
Nov 05, 2025

Pinterest reported Q3 2025 revenue of $1.1 billion, up 17% YoY and slightly ahead of forecasts, as global user growth and AI-driven ad features continue to lift engagement. Monthly active users climbed 12% to 600 million, with international markets up 16% and driving most of the gains. Yet softer Q4 guidance spooked investors, sending shares down 20%. CFO Julia Donnelly cited “moderating ad spend” among US retailers facing tariff pressures. Globally, Pinterest’s AI tools—visual search, generative creative, and shoppable feeds—are strengthening its position as the web’s most frictionless bridge between inspiration and purchase. Consistency remains Pinterest’s quiet advantage.

Grubhub teams with Instacart to fuel growth in grocery deliveries

Article
Oct 28, 2025

Grubhub is partnering with Instacart to power its grocery ordering as the Wonder Group-owned platform works to better compete with DoorDash and Uber. Instacart will manage fulfillment and delivery through its 1,000-plus retail network, marking the first time its grocery experience is embedded in another app. The deal expands Instacart’s reach to Grubhub’s urban, suburban, and college users while helping Grubhub diversify into grocery and pharmacy delivery. As rivals deepen partnerships and retail media strategies, both companies aim to boost order volume and ad revenues, leveraging collaboration to counter intensifying competition in the delivery market.

As grocery shoppers blur the line between aisles and apps, retail media needs to keep up

Article
Oct 27, 2025

Grocery shopping is more digital than ever, but the physical store remains the cornerstone of the experience, amplified by digital tools and touchpoints. Shoppers blend in-store visits with online discovery, opening new opportunities for brands and retailers to connect with them at every stage. Here’s what marketers need to know about today’s grocery shoppers and what it means for retail media strategies.

Walmart deepens connection between commerce, insight

Article
Oct 20, 2025

Walmart has expanded its Scintilla Digital Landscapes platform with new capabilities that give suppliers a clearer, data-rich view of how customers move from discovery to purchase.

Sales events like Amazon’s Big Deal Days drive impulse shopping

Sales events like Amazon’s Big Deal Days drive impulse shopping

Article
Oct 17, 2025

While many Amazon Big Deal Days shoppers sought savings on essentials, nearly one in three participated “just for fun,” per a new CivicScience survey. About 41% planned purchases in advance, while 38% made impulse buys, showing a mix of deliberate and spontaneous shopping. Despite signs the event may have underperformed, it still offered strategic value by driving engagement, boosting retail media investment, and generating incremental sales. Retailers can build on this momentum by personalizing offers, sustaining engagement post-event, and using campaign data to refine future promotions and deepen shopper loyalty.

Retail media's next phase is about performance over polish, says Albertsons

Article
Oct 15, 2025

Albertsons Media Collective, Evan Hovorka, retail media, RMN, commerce media, omnichannel marketing, contextual advertising, data collaboration, clean rooms, LiveRamp Habu, The Trade Desk, Meta, Pinterest, DV360, performance marketing, campaign continuity, retail media standardization, creative innovation, measurement transparency, non-endemic brands, PayPal, digital out-of-home, CTV, shopper experience, brand storytelling, in-store media, performance optimization, KPI-driven campaigns, grocery retail, media maturity, Ad Week New York

Coca-Cola and Hershey’s turn innovation into a daily habit

Coca-Cola and Hershey’s turn innovation into a daily habit

Article
Oct 13, 2025

At Philadelphia’s 1682 conference, Coca-Cola’s Benny Lee and Hershey’s Andy Hunt shared how two of the world’s oldest CPG brands are transforming retail through creativity, data, and AI. Coca-Cola is evolving from selling beverages to designing experiences—using AI to power global design systems and create immersive in-store storytelling through products like Y3000. Hershey’s is closing the gap between physical and digital by embedding data into every stage of retail, from aisle feedback to retail media KPIs. Both executives envision the store of the future as dynamic, data-driven, and human-led—where AI supports storytelling, not automation.

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