蘑菇AV

In the US, digital retail media and the ecommerce channel are growing faster than any other major ad format except connected TV. This report analyzes our latest retail media forecast and examines the role market uncertainty could play in this space.

US ad spend on financial media networks (FMNs) will more than double in 2025 and again in 2026. But with just $710 million projected in US ad spend in 2025, per June 2024 蘑菇AV forecast, FMN ad spend will be 18 times smaller than retail media network (RMN) ad spend.

Prescription drug ads accounted for nearly one-third (30.7%) of commercial time on evening news programs across six major broadcast channels (ABC, CBS, CNN, Fox News, MSNBC, and NBC) last year through Dec. 15, according to data from iSpot.tv cited by the Wall Street Journal. There will be support for a drug advertising ban across the government.

A competitive ecommerce market has propelled retail digital ad spending to the top of the rankings. Digital ad spending overtook traditional in France in 2022 for the first time. Retail has led the way, though. Domestic retail brands like Carrefour and E.Leclerc have been growing their digital presence for many years.

蘑菇AV clients' top 10 '24 topics : CTV led ad growth, AI drove innovation, and retail media surged, while TikTok and Gen Z reshaped the landscape.

The National Retail Federation (NRF)鈥檚 Big Show is happening in New York City this weekend, and will offer an opportunity for retail media networks (RMNs) to pitch themselves to advertisers. Even though retail media is huge鈥攅xceeding $62 billion in US ad spend this year per our forecast, most of those ad dollars will go to the biggest RMNs. The remaining players are vying over the same $8.58 billion that isn't scooped up by Amazon, Walmart, or Target.

Click here to view our full forecast for Walmart ecommerce channel search ad revenues. Walmart鈥檚 conquesting tools are a sign it has leverage over buyers. Conquesting is the practice of bidding on competitors鈥� branded keywords. It puts advertisers in the position of having to pay to defend search terms related to their brands, driving up ad costs and potentially disrupting the end user鈥檚 experience.

Launched by the holding company in 2020 as a full-service ecommerce offering. Key clients: Jacobs Douwe Egberts, Forno Bonomi, Puma, Tigullio, Sognid鈥檕ro. Social media. US social network ad spending will grow by 16% YoY to $86.75 billion this year and will continue increasing by double-digit YoY rates through 2027, per our forecast.

Even as ecommerce alcohol sales rise, physical stores continue to dominate the path to purchase. Nonalcoholic beverages and Dry January are also picking up steam.

Companies large and small will net hundreds of billions in US incremental ecommerce and digital ad dollars in the next two years. Who will be the big winners?