Commerce

This week, we’re looking at retail media but from a different point of view: the Wall Street perspective.

Adopting modern data-driven and ad tech tools is a big shift for a regional grocer like Dierbergs Markets, that wants to remain a grocer – not become a technology company.

Continued low concentration of brand spend in the mid- and long-tail retailer segments could pose an existential threat to grocery businesses, negatively impacting local communities.

In today’s newsletter: Meta will shutter news benchmarking service CrowdTangle; Reddit rolls out a new ad format to monetize its user activity; and the ANA readies a report analyzing the programmatic supply chain.

In today’s newsletter: MiQ’s Lara Koenig takes the stage at CTV Connect to talk about what’s next for programmatic CTV; Snap can’t compete because it lacks scale; and TikTok faces a potential ban (again).

If you’re using retail media or commerce marketing for the bottom of the funnel only, then you’re missing out on major opportunities.

In today’s newsletter: Criteo invests heavily in the Privacy Sandbox; the open web is not too big to fail; and Amazon aims to grow its ad business to rival Google’s and Meta’s.

In today’s newsletter: Apple adopts the owned-and-operated model for its ad platform; the banality of click farming; and how consumers and businesses alike are getting squeezed on data storage costs.

In today’s newsletter: IAB Europe’s Transparency & Consent Framework operates under threat; DSPs frown upon ID bridging; and Google Ads is getting into marketing mix modeling.

In today’s newsletter: Microsoft Edge debuts its Ad Selection API, a PAAPI competitor; the EU’s DMA is live; and OhHello aims to help ad industry employees network.

In today’s newsletter: Viant sees double-digit CTV growth powered largely by direct deals; Target launches a new paid membership program; YouTube makes a bid to compete with TikTok on video editing.

Topsort raised $20 million, with plans to seize the 2024 opportunity for post-cookie ad tech.

Data has not only become the new oil for marketers; it is also the oxygen breathing life into TV advertising with new branding and performance opportunities.

In today’s newsletter: Google agrees to placement-level reporting across its Google Search Partners network; how an explosion of ads is ruining the internet; and Google pays publishers to test an unreleased generative AI tool.

SCUTI, a rewards-based “g-commerce” platform that aims to replicate an Amazon-like online shopping experience inside of gaming apps, announced its $10 million Series A on Tuesday.

In today’s newsletter: Can Etsy and Wayfair compete against Temu?; audience data dominates the TV upfronts; the FTC sues to block the Kroger/Albertsons deal.

AdExchanger consulted with agencies about how they are evaluating new generative AI tools for marketing use cases as well as the tech companies behind these startups breaking new ground in generative AI.

In today’s newsletter: Meta’s growing “other” revenue; charting the depths of Reddit and Google’s new partnership; and TikTok’s ecommerce biz doubles down on influencers.

Walmart bought Vizio for a foothold in streaming – a move that will take the retailer’s ads business to new levels. Then, a deep dive into the “sky bridges,” a new term for partnerships between walled garden platforms.

Don’t get me wrong – Walmart is going to sell a lot of Vizio TVs. But its bigger interest in Vizio stems from data and advertising.

In today’s newsletter: Dotdash Meredith CEO Neil Vogel dishes on the news biz; Freevee might soon exit stage left; Fubo sues Disney, Fox and Warner Bros. Discovery to block their planned sports streaming service.

Walmart buys smart TV maker Vizio to boost its ads business with streaming inventory, viewership data and, of course, shoppable TV ads.

This week, I’m examining how the era of standalone walled gardens and content fortresses has given way to new forms of ad platform partnerships.

In today’s newsletter: The simmering tension between Apple and Meta keeps growing; Nielsen panels have staying power; Temu’s Super Bowl play probably won’t pay off.

After Temu’s 5+ Super Bowl ads and billions in ad spending, will people shop like a billionaire? We discuss the strange profligacy of the discount shopping app.

In today’s newsletter: Walled gardens are turning into an interconnected network of fortresses; Walmart eyes a Vizio acquisition; Dentsu stumbled in 2023.

The question isn’t whether Google will fall, but whether its time is near. And, if so, what will finally bring it down?

In today’s newsletter: Users’ rare anime collections disappear as Sony consolidates Funimation and Crunchyroll; Instagram and Threads stop promoting political content; and why Fortnite is winning the metaverse.

In today’s newsletter: Buyers are relatively blasé about made-for-advertising sites; Meta is riding high, having fully adapted to ATT, while Google’s search dominance is under threat; and Publicis Groupe reports strong growth.

IPG struggled in 2023 as tech clients slashed their ad spend and its digital agencies underperformed.