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.

"Retail media could have a key role to continue driving growth for advertisers which sell products through retail," said Jonathan Fasano, business development director at Walmart Connect Mexico and Central America, during a recent EMARKETER Summit on commerce media.

Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.

Now offering massages, art tours, and more without a home booking, Airbnb is turning into a full-service travel platform with a trove of first-party data.

Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.

Walmart’s Q1 ad revenues surged 50% year over year: Vizio’s integration is powering its leap into connected TV and retail media dominance.

Commerce media is evolving beyond online retail into new frontiers like out-of-home (OOH) ads at gas stations and convenience stores, creating “a once in a career window to reorient your business to the opportunity,” according to Sean McCaffrey president and CEO of GSTV, which serves commerce media ads at gas pumps.

“As retail media has grown, the landscape has become increasingly complex and fragmented, said EMARKETER principal analyst Sky Canaves during last week’s EMARKETER's summit on Commerce Media Trends 2025. “Comparisons are hard when standards vary across channels and platforms.”

With US commerce media ad spending projected to reach nearly $70 billion in 2025, understanding how to effectively operate in this space has become critical for marketers.

In the increasingly crowded retail media space, hiring could be one strategy for networks to differentiate themselves from competitors.

After last quarter’s rare miss, The Trade Desk delivers: Strong earnings and UID2 adoption signal confidence for 2025 and beyond.

Nearly three-quarters (74%) of US sell-side retail media decision-makers rank creative services as one of the most important services/solutions that retail media networks (RMNs) offer, according to Dentsu’s 2025 Retail Media Industry report.

Mercado Libre’s retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there’s ample room for growth.

Marketers are cutting branding spend in favor of performance media: Search and retail win as caution dominates strategy.

As tariffs put pressure on retail media budgets, advertisers are, in turn, pressuring retail media networks (RMNs) for more sophisticated measurement tools that provide them with richer data across the entire funnel.

Wayfair’s US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

Marketers face rising pressure from tariffs, triopoly dominance: Growth is coming from mid-tier platforms and smarter strategies, EMARKETER analysts say at Possible conference.

Many retailers in Latin America like Mercado Libre, Rappi, and even Walmart function not only as commerce players, but as financial institutions as well. As a result, commerce media in Latin America is charting a different course than it has in the US, one that could result in unique opportunities for companies with access not only to shopper habits, but to financial data as well.