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Although the future is digital, advertisers should keep static billboards in their arsenal. In-store retail media presents an emerging opportunity. Physical stores are increasingly offering digital inventory on shelves, end caps, cooler doors, and checkout aisles. Aside from driving sales, these ad placements can influence brand awareness and consideration.

Report: US Digital Grocery Forecast 2022. Article: Rapid delivery is at an inflection point. Article: Top 3 retail automation technologies to watch.

Trend: Ecommerce same-day delivery will take its cue from digital grocery. We predicted that non-grocery retailers would continue teaming up with delivery services for same-day delivery. Examples from this year include Lowe鈥檚 becoming the first home improvement retailer on Instacart and Big Lots joining up with Shipt.

On today's episode, we discuss what happens next now that the newsletter boom has faded, Uber getting serious about grocery, how Starbucks is defying inflation, whether Spotify can revolutionize podcast ads, robots doing all of our housework, an unpopular opinion about TikTok's hype, why so many baseballs are used during a game, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Suzy Davidkhanian and Blake Droesch.

Mobile app install ad spending is on the rise, and more video content on social media means an increase in time spent on platforms. Plus, click and collect remains a popular option for grocery buyers. Our forecasters laid out some good news for advertisers.

Amazon is the biggest retail media network in the US, accounting for three-quarters of retail media revenue share, per our forecast. But its limited grocery footprint leaves an opportunity for competition. Here are recent updates in grocery retail media, and a prediction on the future of in-store retail media.

The food at home index rose 1.3% MoM thanks to price increases across all six major grocery food groups. Online grocery prices grew more than any other category, rising 1.4% MoM and 13.4% YoY, for the 30th consecutive month of growth.

Other challenges: Beyond the difficult economic conditions, Instacart also operates in a space that has seen significant changes since digital groceries initially spiked in 2020.

While Instacart remains the largest grocery intermediary platform by a considerable margin, with a 57.7% market share, the company is facing growing competition from Uber and DoorDash. They see grocery as a considerable growth opportunity, one that would make their apps sticker. We expect Uber鈥檚 grocery sales to grow 18.6% in 2025 to $4.58 billion, while DoorDash鈥檚 will jump 22.9% to $8.26 billion.

In-store sales data is a massive opportunity gap. The biggest gap between how retail media networks (RMNs) perform today versus their most desired attributes was with in-store sales data. With nearly 90% of grocery sales still occurring in physical stores, RMNs that deliver seamless omnichannel sales attribution will be well positioned to capture consumer packaged goods (CPG) advertising budgets.

Walmart is undergoing a 鈥渕uch broader shift,鈥� said our analyst Sky Canaves on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. Where Walmart was once seen as primarily a retailer, it鈥檚 pivoting into tech and services. Walmart鈥檚 business remains rooted in grocery, but through its retail as a service and Walmart+ offerings, it鈥檚 expanding that flywheel.

On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.