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…
What Every CMO Needs to Know About Retail Media in 2024
Retail media has graduated from a media planning specialist's concern to a board-level conversation. If you're a CMO and your…
Allegro and the Eastern European Retail Media Opportunity
When people think about European retail media, they typically think UK, France, and Germany. But one of the most advanced…
How CPG Companies Are Reorganising for Retail Media
Retail media is not just changing where CPG marketing budgets go — it's changing how CPG marketing organisations are structured.…
The ROAS Reality Check: What Retail Media Performance Numbers Actually Mean
Retail media platforms love to report ROAS. The numbers are frequently impressive — 20x, 30x, 40x return on ad spend…
Full-Funnel Retail Media: Moving Beyond Sponsored Products
Retail media's reputation has been built on performance. Sponsored product listings, search placement, and lower-funnel conversion campaigns — these are…
Mercado Libre and the Latin American Retail Media Boom
While the retail media conversation is dominated by US and European examples, some of the most compelling growth dynamics are…
DoorDash, Deliveroo, and the Food Delivery Advertising Opportunity
Food delivery apps started as logistics businesses. But beneath each transaction, these platforms have been building something else: a dense,…