Google has delayed cookie deprecation once again as it gives marketers and industry regulators more time to provide feedback on its Privacy Sandbox solutions. But that doesn’t mean marketers should be pulling back on post-cookie plans.

Retail media has matured greatly since our 5 retail media networks (RMNs) worth watching. That evolution has come from growth in spend (we forecast US omnichannel retail media ad spend growth at 26.0% this year, with larger increases in off-site and connected TV), in-store innovations, and new entrants from other non-retailers.

TikTok’s potential ban isn’t putting brands off TikTok Shop: The platform’s sales potential is driving companies like Rare Beauty and Tarte Cosmetics to deepen their investment.

US ad market maintains its upward trajectory: March saw digital ad spending continue to chip away at legacy media.

Netflix tallies its ad-supported subscriber count ahead of Upfronts: A survey shows it could have 22 million US subscribers as it enters an Upfront period rife with competition.

Our industry KPIs reveal which native ad sectors have the largest CPMs: Health and fitness is the costliest sector, while food and drink offers cheaper access.

B2B is the largest segment of US payment volume. We expect US B2B payment value to grow 3.6% annually in 2024, led by ACH and cards.

The personal consumption expenditures price index (PCE) rose again in March, increasing 2.7% YoY (including food and energy), according to the US Commerce Department. Because rising prices mean consumers are likely to remain cautious with how they’re spending their money, retailers like Michaels and Giant Food are cutting prices across their stores to help maintain or grow sales.

The battle for shoppers’ grocery budgets intensifies: Several grocers, including Albertsons and Giant, are emphasizing value and overhauling their loyalty programs to protect their share from Aldi and others.

Quick commerce’s slow death continues with Getir’s international exit: The formerly dominant rapid delivery startup will cease US and European operations due to lackluster demand.

OpenAI and Google are gunning to get their chatbots on the iPhone: Apple is contemplating a deal with AI companies on generative AI. It doesn’t signal defeat.

The EU demanded Apple make iPads DMA-compliant in six months to avoid heavy fines, opening the market to alternative services. It could impede Apple’s AI pivot.

Paramount announces leadership committee amid CEO Bob Bakish's departure: Potential sale and stock impacts loom large as new structure faces scrutiny.

Nordstrom opens its platform to third-party sellers: But while the online marketplace will expand its assortment, it is just one piece of a bigger puzzle.

It’s focusing on genAI cloud services in finance, marketing, and sales. The company’s reputation for security could make it the leader in sovereign AI clouds.

In today’s episode, host Bill Fisher is joined by researcher Man-Chung Cheung and analysts Sarah Marzano and Carina Perkins to discuss the in-store retail experience. What’s next for Amazon’s Just Walk Out technology, what lessons can be learned from Asia-Pacific, and how is Tesco helping marketers get in on the in-store act?