Lyft diversifies revenue with in-app ads: User data to optimize targeting while mitigating privacy concerns.

The US ad market grew for the first time in 11 months this May, according to Standard Media’s US Ad Market Tracker. Now the question is if expansion can continue. June and the start of July brought a host of ad updates that could help continued growth, including ad tools enhancements from Google and Microsoft, retail media opportunities from Roku and Uber, and more. Here’s a breakdown of what’s new.

Domino’s will soon list its menus on Uber Eats and Postmates: The pizza company sees the apps as a means to drive incremental revenues.

US alcohol off-premises retail ecommerce sales will reach $6.85 billion this year, growing 6.1% over 2022, according to our forecast. Growth will reach double digits come 2026.

Evolving consumer behavior and easing regulations are opening new pathways for long-term growth.

The travel booking site partnered with Stripe and Klarna to offer BNPL and smoother bank transfers.

Stripe can benefit from Uber’s global reach, while Uber can cut checkout friction for customers.

DoorDash and Uber Eats deliver solid results: That’s thanks to their strong customer retention, which will prove important if the economy worsens.

With Bedrock, Amazon courts an array of AI startups: The platform offers a smorgasbord of generative AI tools for enterprise. But moves by Databricks and Meta could take model training in-house.

Over the past month, we’ve seen ad updates from all the major players, from Meta’s generative AI ads to Google’s attempts to decrease clutter. Here’s what they mean for advertisers.

On today's episode, we discuss what more job cuts at Amazon could mean for the company, Utah's proposed ban on social media companies serving ads to minors, the Academy Awards' viewership in the age of streaming, Uber's next advertising venture, how to keep a 70-year-old brand (like Clue) alive, how humanoid robots are already here, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.

Uber taps in to OOH and self-serve ads as its ad empire expands: Advertisers can now display car-top ads on 3,500 cars in several US cities, targeted by ZIP code.

On today's episode, we discuss why some folks think digital ads are getting worse, whether things are looking up for Uber, TikTok’s parent company ByteDance challenging Meta on VR, why Warner Bros. Discovery will continue Discovery+, the Grammys rebounding from the pandemic's effect on viewership, the surprising most littered plastic item in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Suzy Davidkhanian and Max Willens.

This report presents five of the most intriguing and/or under-the-radar positive forecasts for 2023 that clients should be aware of, as compiled by our forecasting team.

Click-to-door time was as low as 4.4 days in July 2022 for non-Amazon digital retailers in the US, according to NielsenIQ. But Amazon has them beat by a lot, with an average click-to-door speed of 1.9 days.

Instacart will retain its status as grocery delivery king this year, capturing 73.0% of US digital grocery sales among third-party delivery services, per our forecast. However, competitors such as DoorDash and Uber will continue to eat away at its dominance.

The days of heady growth are over for rapid grocery startups: The once-frothy sector is now down to a handful of players and facing steep competition from Uber and Doordash.

Which retailers and brands will win (or lose) in 2023? Retailers that can offer value—either in terms of price or convenience—will continue to thrive, while those that cater to an increasingly squeezed middle class will struggle.

What retailers need to know about the new wave of delivery apps and quick-commerce startups.

Musk loyalists put to the Twitter stress test: Bedrooms for Musk associates at Twitter’s headquarters, lawsuits, and failed content standards give competing social media platforms an opportunity to attract users.