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.

Domino’s customers are particularly price sensitive: That explains why small price increases can have an outsize impact on sales.

Walmart is reaping the benefits of Walmart+: And it has clear opportunities to unlock even greater growth.

On today's episode, we discuss the who, what, and when of marketing and the current state of identity. "In Other News," we talk about why Peacock's price increase matters and what the writers—and now actors—strikes mean for viewers. Tune in to the discussion with our analyst Paul Verna and Tim Finnigan, director of product marketing at Verisk Marketing Solutions.

More than gaming: Roblox’s new partner program looks to provide a compelling forum for brand storytelling, exec Ashley McCollum says.

Carhartt will expand its resale program nationwide later this year: The retailer is hoping to get a piece of the $110.92 billion market for secondhand goods.

Threads now struggles with dwindling engagement. Expanding beyond mobile, EU approval, and disentangling from Instagram could entice more users.

Google co-founder Sergey Brin takes active role in Gemini project: The move signals internal angst over the AI race’s threat to search. But Google is doing some things right.

Twitter to compete with LinkedIn on job postings: A new feature could grow the platform’s professional networking capabilities. Ongoing toxicity could stunt that growth.

More than half lack the budget and expertise despite making AI adoption their top priority, indicating opportunities for AI service providers.

More fines for Apple and Amazon: Spain’s CNMC fines Amazon and Apple $218M for colluding to restrict online sales. Regulation against monopolies is becoming more aggressive, but can it change how companies do business?

SAP invests in three AI startups: By spreading its AI investments across various startups, SAP can speed up competition and have its pick of the most transformative AI applications.

While consumer spending remains strong, the issuers face an industry-wide trend of rising delinquencies and net charge-off rates

The launch of the real-time payments system could disrupt the US payments landscape, but it may be a couple of years before its real ramifications are clear

The fee was supposed to help Toast become more profitable, but given widespread backlash, the provider will need to find new ways to bump up profits

Deutsche Bank’s regulatory woes continue: Redemption is slow to arrive for the beleaguered German banking giant as the Fed threatens escalated penalties for its failure to fix AML controls.

Major banks still draw CFPB’s scrutiny: Under Chopra, the agency has brought fewer cases but won larger settlements—even as it faces legal questions on its funding mechanism.

Consumers (particularly Gen Zers) increasingly turn to social media to begin their shopping searches because of its highly visual, creator-driven content. To capitalize on this behavior, social platforms are building out search ad capabilities. But it’s still early days, so don’t dump Amazon or Google just yet.

Lowe’s expands same- and next-day delivery options: The home improvement retailer is leaning on a partnership with OneRail to offer shoppers faster fulfillment.