The age of first-party data: Retail media as the hero in a post-cookie world
One of the main reason for the rise of retail media is the ability to activate high quality first party…
Global Consumer: What does the rise of retail media mean for the largest advertisers?
The rise of retail media has potentially profound implications for the entire advertising and marketing ecosystem: not just for retailers…
How Prime Video advertising impacted broadcasters in the US.
An interesting case study regarding the power of retail data is the launch of Amazon’s Prime Video. Amazon introduced advertising…
Outlook for European Media: Slight positive for the agencies, Publicis and Omnicom ahead?
In our view, the primary beneficiaries of retail media are retailers and e-commerce platforms: they should be able to achieve…
Nine reasons to be bullish on the future of retail media
Structural E-Commerce Growth Analysts expect global E-Commerce to grow ~9% per year over the next three years. We expect retail…
Retail media: A potential US$200bn opportunity by 2026E
In a report by Barclays, which covered over 20 retailers, e-commerce companies, agencies, advertisers and industry experts, a retail media…
What is Retail Media and Why Does It Matter?
Retail media represents the third wave of digital advertising following Search and Social. The market value increased from US$10bn to…
Analysis : Ecommerce Opportunity in Europe, Prime for Retail Media.
With the backdrop of higher interest rates, a number of e-commerce names across our European Internet coverage have shifted gears…
How Amazon & Instacart are best position to lead Retail Media in the US.
Our favourite names for retail media upside potential are Amazon and Instacart, both rated Overweight, due to Amazon’s scale and…