Uber Ads targets the transaction moment: Deal Drops and Reorder Rewards capture wallet-open intent as commerce media heats up.

Exclusive survey data reveals how the path to purchase for online food delivery from restaurants is evolving across Latin America, highlighting shifting consumer behavior, key players, and the trends shaping the regional market in 2026.

Singles Day began as a prank at a Chinese university in 1993, when students created an "anti-Valentine's Day" to celebrate being single. Alibaba transformed it into a shopping holiday in 2009, and it has since become the world's largest retail event, complete with Taylor Swift performing at the 2019 Singles Day Gala.

Starbucks, Target, and Uber are reconsidering their strategies as costs climb and investments underdeliver.

All three are adding travel integrations to their platforms to become a one-stop shop for consumers.

Commerce media is capturing a growing share of advertiser budgets by targeting consumers at a moment traditional channels miss: when they're actively making a purchase. This year, commerce media is expected to reach nearly 21% of digital ad spending and nearly 17.5% of total media spend, according to EMARKETER's April forecast.

DoorDash and Uber post brisk order gains as consumers pay up for ease.

Retail media is concentrating as a scaled second tier takes shape and the long tail slips further behind. Growth will persist, but the hierarchy is sharpening, raising the stakes for how networks compete and where advertisers place bets.

Verified transactions and young users give it an edge as CMOs rethink spend.

Ad spending will surge in 2026 as AI-driven gains and a packed events calendar offset mounting economic strain. Social will lead the way as Meta overtakes Google in net revenues and the wider ad industry closes in on the half-trillion-dollar milestone.

Cash App and Square stand to pick up volume from Uber ridership and Uber Eats deliveries.

Uber aims to sell proof, not just scale, through transaction-level data and third-party measurement validation,

Revenues jumped 30% YoY as consumers’ takeaway habits solidified.

The AI Platform Is Closer Than Some Rivals, but It Still Faces Barriers

This FAQ addresses what commerce media is, how it differs from retail media, and where growth opportunities exist for advertisers in 2026.

AI was everywhere at CES 2026, from robots to toilets and toys. The race to define the next computing interface is on, agentic ad tech is emerging, and health wearables are pushing further into physiological data. Best in show: Lego’s Smart Brick.

As genAI assistants play a more prominent role in shopping, retailers and brands will have to rethink how their loyalty programs support direct consumer relationships, and how loyalty benefits can be surfaced in AI conversations.

The automotive dashboard is evolving into a media hub. By 2029, 203 million connected car drivers will give advertisers access to captive audiences through AI commerce, in-vehicle ads, charging sessions, and rideshare integrations.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2026 that businesses should be aware of, as compiled by our forecasting team.

Amazon is testing ultra-fast delivery for fresh groceries and other household essentials in some areas of Seattle and Philadelphia. The service, called Amazon Now, allows shoppers in eligible neighborhoods to receive thousands of items in 30 minutes or less. While Amazon continues to invest in its brick-and-mortar grocery business, enhancing its ecommerce initiatives appears to be taking precedence. Speeding up delivery could help Amazon extend its foothold in grocery while keeping shoppers wedded to its platform, but our forecast expects its share of digital grocery sales to dip as Walmart, pure-play grocers, and intermediary delivery platforms grow their piece of the pie.