Commerce

Yahoo DSP has new partnerships with the Planet Fitness media network and Rippl, a co-op of regional grocery and convenience store chains, including Wegmans.

In the past year, Baby product and mattress brand Newton Baby has put all its media channels through a new testing regime for incrementality. It was a revelatory experience.

The growth of Walmart’s ads business and third-party marketplace are separate, it says. Plus, Google and Meta’ve been targeting teens for a while.

In today’s newsletter: Digital twins are marketers’ cool new AI tool; Netflix pulls a Prime Video and defaults lapsed subscribers to the ad-supported tier; and California compromises with Big Tech on two journalism bills.

Adelaide used this latest cash injection to boost its valuation to $60 million ahead of an all-stock acquisition of Rita, an Amsterdam-based data marketplace with a focus on the EU.

Social commerce is already huge in the Asia-Pacific market, and it’s poised to blow up worldwide. Here’s how the success of TikTok Shop forecasts the future development trends of ecommerce and social commerce in the US.

In today’s newsletter: Walmart’s hottest growth drivers are ads and subscriptions; why The Trade Desk’s UID 2.0 could be regulators’ next target; and how the growth of CTV content fortresses is preventing breakout streaming hits.

Digital-native brands need to figure out how to win in retail shelves. They’re finding it difficult, to say the least.

With a landmark ruling potentially forcing Google to change its business practices, who is actually likely to steal some of its search market share? And what should marketers do about it?

In today’s newsletter: How membership bundles are creating new forms of consumer-facing partnerships; typically unflappable platforms leap to action when billionaires are harmed by bad ads; and X’s GARM lawsuit helped politicize brand safety.

Amazon is well positioned to seize the growth of social app-based shopping. Plus, Apple updates are wreaking havoc on publishers again.

Many of Publicis’ fastest-growing and most strategic business units – including CitrusAd, Profitero, Epsilon and Conversant – earn a large chunk of their revenue from other agencies. Is that a problem?

In today’s newsletter: US rules Google has a monopoly in search, but not search ads; Nvidia’s unreleased AI has been scraping online video from YouTube, Netflix and others; and streaming app Max debuts a new personalized home page.

Recent moves by major ad tech players prove the industry doesn’t actually need cookies. But Chrome’s cookie pivot doesn’t clarify what will happen to the 1% of its audience that’s already cookieless or what will become of plans to deprecate the Android Ad ID on mobile.

Amazon’s Advertising Services segment is delivering the dough. It generated $12.8 billion last quarter, up by a cool $2 billion year over year.

Q2 was relatively ho-um for Criteo. Its revenue ticked up by just 1%, although the company did move from a net loss of $2 million in the year-ago quarter to a $28 million profit.

The acquisition puts Reddit in a better position to compete with Google, Meta, Amazon and TikTok, which all built or expanded their AI creative generation and optimization tools within the past year.

In the past couple of weeks, many of the world’s biggest CPG and grocery store brands have reported their latest earnings. One thing is clear: CPG brands are under pressure by retailers to squeeze their margins, lower prices and spend more on ads.

Many brand operators feel like they need good general guidelines for attribution. Plus, what’s stepping retail media standardization?

In today’s newsletter: To boost its ads biz, Walmart will show in-store ads for non-endemic brands; Hyve Group buys Possible; and the Senate advances KOSA and COPPA 2.0, but the bills face obstacles in the House.

In today’s newsletter: Spotify surges on strong Q2; how Gen Z media preferences are transforming the Olympics; and QSR companies ditch subscription services after first-party data gains fail to materialize.

For CFOs and CEOs, we’ve entered a kind of open hunting season on martech SaaS.

Amazon’s Rufus: yet another example of Big Tech pushing AI bots onto its platforms. Plus, pushback against Google search engine monetization.

The Chrome Privacy Sandbox team is stuck within a Catch-22. Plus, why haven’t media buyers bought more into alternative currencies?

Topsort can lean into Moloco’s algorithmic personalization, while Moloco benefits from Topsort’s footprint with local retailers in the US and in Latin America.

Once consumers are ready to travel, they’re often ready to spend on almost everything, from beauty and booze to electronics and streaming services. And that creates a unique opportunity for advertisers to reach a new audience with high intent, says Christine Maguire, global VP of commercial business at TripAdvisor.

Academy Sports and Outdoors, a sporting goods chain founded in 1938, is trying to get trendy.

Upfront negotiations might take longer than normal this year. Plus, Meta is already in hot water with the EU’s new digital regulations.

Amazon is the king of retail media, but others are growing into worthy contenders. Plus: Movies aren’t making many upfront deals.

This week, we’re diving into the most important thing in advertising – the actual creative – and how major ad platforms are well on their way to an era of creative innovation. Actually, strike that. I meant creative desolation.