Insights · Topic
Growth & Retail Media
Retail media and performance marketing across Amazon, Walmart Connect, Target Plus, Google, and Meta — measured against real margin, not vanity metrics, and optimized on a weekly loop that compounds.
Amazon's $200B Quarter Isn't the Story. Ad Revenue Growing Faster Than Sales Is.
Amazon posted its first $200 billion quarter, but the number sellers should budget around is different: advertising grew 26% while the store grew 20%. Amazon is monetizing visibility faster than the marketplace is growing, and that gap compounds straight into Q4. Here is what it means for your ad and margin math.
Read → GrowthAgentic Checkout Is Coming for Your Funnel. Get Your Product Data Ready Before It Does.
Google's Universal Commerce Protocol lets a shopper buy your product from inside Gemini without ever landing on your page, and Amazon and Walmart are building the same agent-led buying into their own assistants. The brands that win are the ones whose product data an AI agent can read and trust. Here is what is actually shipping and what to fix now.
Read → GrowthRetail Media in 2026: Run Amazon, Walmart, and Target Plus as One Program
Most brands run three disconnected ad accounts and call it a strategy. The brands that win treat retail media as one program measured against one number: profit.
Read → GrowthWalmart Connect: The Second Channel Most Brands Underuse
Amazon gets the attention and the ad budget. For many brands, Walmart Connect is the higher-return channel precisely because everyone else is overlooking it.
Read → GrowthShould You Hire a U.S. eCommerce Team or Build In-House?
For most brands entering the U.S., an outsourced team is faster and lower-risk at launch, with the option to bring it in-house once the model is proven. Here's how to decide.
Read →Start here
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