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.

DoorDash is strengthening its media network through new ad products and the acquisition of tech company Symbiosys, aiming to help brands reach consumers both on and off its platform.

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.

Two-thirds of US retail media buyers expect to spend more on video advertising over the next 12 months, according to March 2025 data from Koddi. Nearly as many (63%) will up their investments in social media.

The insight: Walmart sees a (near) future where customers will shop directly from their smart TVs—preferably one powered by Vizio, which the retailer purchased for $2.3 billion last year. Our take: Shoppers are gradually becoming more comfortable with the concept of shoppable TV. Whether those occasional behaviors become habit will depend on platforms’ ability to offer ads that are personalized and relevant. That puts Walmart at an advantage, given its troves of first-party data—although it faces tough competition from the likes of Amazon and Roku.

The news: Global ad spend growth is slowing but staying positive, with WARC projecting a 6.2% rise to $1.16 trillion in 2025 and MAGNA forecasting a 4.9% climb to $979 billion. Retail media is outpacing linear TV for the first time, and Alphabet, Meta, and Amazon continue to control the majority of digital revenues. Measurable channels like short-form video, retail media, and ad-supported VOD are gaining ground. Our take: Amid economic pressures and trade concerns, advertisers are prioritizing performance, shifting budgets geographically and platform-wise. With elections, AI, and major global events on the horizon, platforms that prove outcomes—not impressions—will shape the next era.

H-E-B is expanding its retail media footprint with the launch of a new self-service advertising platform, developed in partnership with Epsilon.

The news: Cannes Lions 2025 is highlighting how retail media is moving beyond performance marketing into broader applications across brand storytelling, in-store influence, and customer experience. Executives like Victoria Usher and Jim Kane are calling attention to how brands now activate retail data for segmentation, planning, and innovation across media touchpoints including CTV and search. Our take: This shift reflects growing demand for privacy-safe, first-party data solutions amid signal loss and rising complexity. Cannes will underscore retail media’s potential to support creativity and full-funnel integration. The future isn’t just attribution—it’s about making retail platforms vital to brand equity and long-term engagement.

The news: Lowe’s launched a home improvement creator network as part of a strategy to reach younger audiences through social media personalities. The network, which Lowe’s framed as key to deepening its connection with Gen Z and millennial consumers, features MrBeast as its first high-profile partner. Our take: Reaching younger generations is crucial for sustained growth, and as influencer marketing surges, Lowe’s strategy could prove effective at bridging the gap with young homeowners. Influencer collaborations are most likely to be effective when the creator is seen as unbiased and honest, authentic, entertaining, and educational.

As advertisers navigate Google’s recent search changes that favor its emerging AI models, retail media strategies could offer them heightened visibility and control.

Even though most retail dollars are spent in physical stores, experts say retail media dollars have been slow to meet those consumers

Retail and commerce media were huge topics at last year’s Cannes Lions festival, and this year, the festival is doubling down on the channel by introducing a new retail media sub-category in the Media Lions and Creative Commerce Lions awards. However, “the tone is definitely shifting” as the industry matures—and faces the threat of tariff-related impacts, according to our analyst, Sarah Marzano.

WPP, Publicis, and others are buying data-rich firms to outmaneuver Google and Amazon but risk creating the same closed systems they’re rebelling against.

On this special edition podcast episode, learn about the rise of off-site retail media advertising with EMARKETER Principal Analyst, Sarah Marzano and Google’s Head of Retail Media, Shawn McGahee. This conversation is from the May 9th EMARKETER virtual summit, Commerce Media Trends 2025. Listen everywhere you find podcasts, or watch on YouTube and Spotify.

Inside Amazon’s partnerships with InfoSum and Magnite: The new integrations highlight Amazon’s goal to be an essential platform for advertisers.

Incrementality has always been the holy grail of retail media. But lately, it’s taken on greater importance as ad budgets are squeezed and retail media networks (RMNs) fight for their share of ad dollars.

Amazon’s retail media ad revenues will exceed $60 billion, per WARC: The change represents its steady growth despite broader economic setbacks.

Strong Q1 ad results show resilience: But AI, tariffs, and antitrust pressures will reshape how and where marketers spend in 2025.

54% of global marketers are slashing ad spend, says Nielsen: The need for adaptability, rather than bigger budgets, is more prominent than ever.