On today’s EMARKETER Miniseries—A Blueprint to Better Measurement—we explore Amazon's plans for moving out of Beta and offering Omnichannel Metrics (OCM) more widely to advertisers, the top two challenges they face heading into the new year, and what is next for Amazon Ads in 2026, as it pertains to durables. EMARKETER Principal Analyst Sky Canaves speaks with Kolby Capelouto, Head of Sales for Durables at Amazon Ads. Listen everywhere you find podcasts, and watch on YouTube and Spotify.

Meta’s global ad marketplace is splitting into two distinct cost curves. According to new Emplifi data, retail CPCs nearly doubled from $0.16 to $0.32 over the past year, while ecommerce CPCs fell from $0.23 to $0.19 as Meta’s AI optimization drove sharper efficiencies. The overall median CPC declined from $0.19 to $0.15, indicating advertisers aren’t cutting spend—they’re reallocating as automation improves returns. Retail’s mixed online–offline goals make optimization harder, while ecommerce benefits from clearer conversion signals. With Q4 competition intensifying and holiday ecommerce projected to grow 7%, marketers should expect sharper CPC swings and plan for agile bidding, creative iteration, and real-time budget shifts.

Retailers experimenting with agentic AI are doing so with commercial urgency, not curiosity. In an EMARKETER interview, Criteo’s Michael Greene said retailers now see onsite AI as “mission critical” for owning the shopping journey—especially as consumers increasingly use chat-based tools for early discovery. Generic LLMs lack real retail signals like inventory, regional availability, and nuanced category expertise, making proprietary data the retailer’s strongest edge. With Gen Z already leaning heavily on AI for purchase research, retailers must build systems that deliver more relevant, trustworthy guidance than general chat interfaces. The mandate is clear: build AI that improves baskets, conversion, and shopper retention.

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 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.

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.

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.​

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.​

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.

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.

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 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.”

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.

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.

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

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 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.

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.