Retail Media Breakfast Club
A daily podcast that delivers 10 minutes of expert insights on retail media every weekday. It serves as a morning ritual for professionals looking to stay ahead in the rapidly evolving retail media landscape. The show covers trends, strategies, and news in the industry.
Episodes
Mirakl Ads at Cannes: Commerce Media Skips Its Own Lion
Every year, Cannes Lions promises to bring the advertising world together. But if you work in retail media, you've probably noticed that our corner of the industry heads home long before the festival's biggest creative awards are handed out. After hosting an invite-only breakfast with Mirakl Ads on Thursday morning, I wanted to share the conversations that stuck with me before everyone sc
Same Words, Different Forks: Recap of eMarketer & Sensor Tower Commerce Media Executive Briefing at Cannes Lions
Fresh from Cannes Lions, I'm unpacking one of the biggest themes that kept surfacing across analyst discussions: retail media's greatest obstacles aren't external — they're internal. While everyone is focused on AI, tariffs, and the next wave of disruption, the conversations I heard pointed somewhere much closer to home. Misaligned organizations, inconsistent measurement, and teams speaki
When Sam's Club "Connects" With Walmart, What Actually Connects?
When I sat down with Harvey Ma at Cannes Lions this week, I wanted to understand what was really happening behind Walmart’s announcement that it was bringing Walmart Connect, Walmart Connect International, and Sam’s Club’s retail media business into closer alignment. On the surface, it looks like a straightforward consolidation storY. But as Harvey explained, the reality is much more nuan
Cannes Lions 2026 Dispatch: Agentic Media Buying, Retail Media Shakeups, and the Future of Creator Commerce
I’m coming to you once again from Cannes, this time from the PayPal Ads Café on the Croisette. It’s been a whirlwind few days here, not just in terms of meetings and panels, but also the unexpected number of conversations I’m having about my upcoming move from the U.S. back to Australia. Let’s just say the global retail media community has opinions.In today’s dispatch, I’m sharing early s
PayPal Ads’ Big Retail Media Bet: Why Shoppable Ads Could Finally Work (And The Future of Commerce in an AI World)
Reporting from Cannes Lions, I sat down with Dr. Mark Grether, SVP & General Manager at PayPal Ads, to explore a different perspective on retail media, one that cuts through the constant stream of announcements and focuses on solving real advertiser challenges. We discussed why PayPal is choosing not to chase the latest product launch headlines and instead is doubling down on helping
Retail Media at Cannes, 278 Episodes In & What’s Next for Retail Media Breakfast Club (Break Announcement + New Projects)
This week I’m at the 2026 Cannes Lions International Festival of Creativity wrapping up the final week of this season of Retail Media Breakfast Club. I also share some personal news: after Cannes, I’m taking a much-needed break to recharge, spend time with family in Europe, and prepare for a big move back to my hometown of Perth in Western Australia after 16 years living on and off in the
Chewy Ads vs. Retail Media’s Data Hoarders: Why Transparency Wins in Retail Media
Retail media is splitting into two distinct camps: retailers that see media as an extension of their core business, and those that see themselves as media companies first. In this episode, I unpack that debate through the lens of my conversation with Frank Mulcahy, Head of Chewy Ads, whose perspective challenges some of the industry's most entrenched assumptions.Drawing on insights from m
The Shortcut Demon: The AI Data Problem Nobody In Agentic Commerce Wants to Fix (Demons Series Part 3 of 3)
Everyone wants the upside of AI, agentic commerce, autonomous shopping agents, and LLM-powered product discovery. But there’s a problem: none of it works without clean, structured product data. In this episode, I’m joined once again by Anne Hallock, VP Americas at Mirakl Ads, to unpack the final installment in our “Retail Media Demons” series: The Shortcut Demon.We explore why so many ret
Creator-Led Retail Media Explained: The Truth About Influencer Marketing, Retail Media Networks & Shopper Data
Creators and retail media are two of the hottest topics in commerce media right now, and everywhere I turn, I hear that they're converging into a massive opportunity. But the more I listened, the more questions I had. Where does creator-led retail media actually begin and end? Who pays for it? Who measures it? And perhaps most importantly: is this really something new, or is it simply ano
Retail Media Flywheel Explained: How Marketplaces Become Ad Revenue Engines (Lowe’s Case Study + Future of Commerce)
In this episode, I reflect on a panel I joined at Mirakl’s Annual Outpace Summit in New York, where a World Cup analogy sparked a bigger realization about what it really takes for marketplaces to win. It’s not enough to “qualify” by launching a marketplace: you only start unlocking real enterprise value when you understand how to monetize the audience you’ve built.I break down why marketp
The Retail Media Reckoning: 6 Survival Strategies for Commerce Media Networks Before It’s Too Late
Recent;u, I made the case that retail media is far more than a tax on brands or a rounding error disguised as a marketing channel. I still firmly believe that. But believing in the opportunity doesn't mean believing every retail media network will succeed.In this episode, I unpack a sobering reality facing the industry: while retail media continues to grow, the vast majority of that growt
The Silo Demon: Why Retail Media Networks Are Becoming the Most Powerful Team in Retail (Demons Series Part 2 of 3)
Today we continue our series on the biggest threats facing retail media by tackling what I call the “Silo Demon.” Joined by Anne Hallock, VP Americas at Mirakl Ads, we explore why one of the greatest challenges facing retail media networks today isn’t external disruption: it’s organizational structure.Anne and I discuss how retail media teams have evolved far beyond ad sales, often becomi
Retail Media’s Biggest Identity Crisis: Why Brands Are Asking the Wrong Question
For years, we've debated where retail media belongs. Is it part of search? Is search part of retail media? In this episode, I revisit a question I posed 18 months ago after a thought-provoking essay from Hershey's Vinny Rinaldi helped clarify what I was missing.I explore why retail media continues to be funded, measured, and evaluated differently from other media channels, and why that ma
AI Shopping Is Rewriting Consumer Behavior: The Hidden Signals Brands Can't Afford to Ignore
Last week, I facilitated a closed-door workshop with brand leaders, retailers, agencies, and technology partners at the P2PI Retail Media Summit in Chicago. While much of the conversation centered on AI's impact on retail media and shopping behavior, what surprised me most wasn't panic: it was curiosity. Despite all the headlines about disruption, most brands aren't seeing dramatic change
Retail Media Is Mid? The Brutal Truth About Amazon, Walmart & the Future of Retail Media
At Advertising Week New York, I had a surprising encounter that perfectly captured a growing sentiment in the advertising industry: that retail media is nothing more than a tax on brands. It’s a criticism I’ve heard more than once, and one that raises some important questions about where the industry stands today.In this episode, I unpack the strongest arguments both for and against retai
The Growth Demon Inside Retail Media: Why Profitability Will Define the Next Era (Demons Series Part 1 of 3)
Retail media has spent years chasing top-line revenue growth, but what happens when growth alone is no longer enough? In this episode, I’m joined by Anne Hallock, VP Americas at Mirakl Ads, to kick off our three-part series, The Demons Inside Retail Media. Together, we unpack the first and perhaps most pressing challenge facing the industry today: the growth demon.We explore why retailers
AI Retail Media Buying: Are We Handing the Keys to the Bots Too Soon?
I recently noticed something strange while selling items on Facebook Marketplace: automated buyers sending automated messages, met by my own automated seller responses. It got me thinking about a much bigger trend happening in retail media right now.In this episode, I unpack the rapid rise of objective-based, AI-driven retail media buying and share the results of a LinkedIn poll I ran to
Retail Media PR Secrets: What Actually Gets Coverage in 2026 (Please, Spill Some Tea)
In this episode, I’m pulling back the curtain on what it’s actually like being on the receiving end of PR pitches in the retail media industry, and why most of them completely miss the mark. Inspired by a standout interaction with LoyaltyLion and PR pro Francesca Baker Brooker, I unpack what separates relationship-building from transactional pitching, and why “spilling some tea” is often
Transactional Commerce Inside Perplexity: Ashley Furniture’s AI Bet
In this episode, I unpack one of the clearest real-world examples yet of how AI shopping is reshaping retail strategy. Ashley Furniture is officially experimenting with transactional commerce inside Perplexity, and their approach reveals how major retailers are thinking about AI discovery, customer behavior, and the future of shopping experiences.I break down key insights from Ashley Furn
Amazon Wants Your Store Open — But Keeps Its Own Closed to AI Agents
Amazon has always operated in contradictions. And in this episode, I dissect comments made on Christine Russo's What Just Happened podcast made by Justin Honaman, AWS's global head of retail, consumer goods, and restaurants, to unpack one of the biggest contradictions emerging in the AI commerce era. On one hand, Amazon is encouraging retailers and brands to embrace “off-site search” and
Why Loyalty Programs Are the Real Power Play as AI Reshapes Retail Media
Recently I joined a retail media panel at Loyalty Connect in Atlanta, surrounded by the people who’ve spent decades building and evolving loyalty programs. What became crystal clear to me is that loyalty and retail media are no longer parallel industries: they’re fundamentally intertwined. In this episode, a recap of my article for The Drum, I unpack why loyalty data has become the backbo
How Brands Are REALLY Using AI for Retail Media Automation
At Xnurta’s Signal to Scale Summit this week, I heard some of the most practical conversations yet about how brands are actually using AI in retail media. Spark Foundry’s Kris McDermott summed up the mood perfectly: “We did AI. To what end? That is not a verb.” From Boiron managing 50,000 keywords with a two-person team, to AI-powered creative testing that drove a 29% sales lift, this epi
How Clorox Uses Data Clean Rooms to Unlock Powerful Personalization (AI Marketing Explained)
In this episode, I share snippets of a recent episode of the Flywheel Commerce Collective podcast, and take you inside how Clorox has evolved its approach to data clean rooms. In short: an experimental investment just a few years ago has now become a foundational pillar of modern marketing. What’s changed? A lot. I break down how clean rooms are no longer just a “nice-to-have” piece of te
Publicis Buys LiveRamp: What It Means for Retail Media, Data Ownership & the Future of Identity
I’m coming to you from an airport lounge (because business travel is always glamorous, right?) with the breaking news that I couldn’t ignore: Publicis has acquired LiveRamp in a multi-billion dollar deal. And it has major implications for retail media.In this episode, I unpack the biggest reactions from across the industry and what they really mean. From the bull case calling this the sma
Dollar General’s Retail Media Power Play: The Full-Stack Strategy Unlocking Brand Dollars
Dollar General has been making serious waves in retail media. In this episode, I break down what’s really going on beneath the surface of their latest announcements. From AI-powered in-store audio to a fully unified on-site and off-site media buying solution, it might look like a story about better tech… but there’s a much bigger shift happening here.I dive into insights Kathryn Mazza sha
The Retail Media Illusion: Why Agentic Commerce Will Disrupt E-Commerce Sooner Than You Think
Last week, I stepped onto the stage at the Digital Shelf Summit here in Atlanta for a debate that’s been heating up across the industry: is agentic commerce an existential threat to e-commerce traffic? I took the “yes” side — boldly — and in this episode, I’m unpacking my full rebuttal to the idea that this is all just hype.I walk through where I agree with the skeptics (because yes, some
Predictive Commerce: Why Life-Stage Data Could Replace Retail Media’s Obsession with Transactions
Most retail media networks are built to look backward. But what if the real opportunity is predicting what customers will do next? In this episode, a reprise of my recent article for The Drum, I dig into a fascinating new model that challenges the industry’s reliance on transaction data and closed-loop attribution.I’m unpacking my recent conversation with Marco Steinsieck, former head of
AI Is Quietly Breaking Retail Media — And No One Wants to Admit It
Today I unpack a contrarian take that’s been sitting with me since my conversation with James Deaker on The Yield Doctor: what if the biggest threat to retail media is already here, but no one has the incentive to talk about it? I replay snippets from my convo with James, and dig into how AI-enabled commerce is reshaping the shopper journey long before customers ever land on a retailer’s
Kroger’s Retail Media Playbook: Why Context Data Is the Future of Commerce Media
A few weeks ago, Kroger Precision Marketing announced a major partnership with Google that allows brands to activate Kroger audiences directly inside YouTube and DV360 while tying campaign measurement back to actual Kroger sales. On the surface, this looks like another retail media expansion story. But in this episode, I share snippets of a recent LinkedIn Live, and unpack why it’s actual
Retail Media’s Narrative Problem (And How to Fix It for Optimal Impact)
Today I dive into a powerful idea that completely reframed how I think about retail media in relation to communicating narrative. After listening to a conversation featuring Joe Zappa on the AdTechGod Pod, I couldn’t ignore how directly his framework applies to our world. We’re not struggling with innovation: we’re struggling with storytelling.I unpack why so many retail media announcemen
I Need Your Help! Which Retail Media Trends Can’t You Ignore in 2026?
Today, I’m doing something a little different. After attending Possible Miami and The Drum's Global Commerce Media Leaders Forum, my brain is overflowing, in the best way possible. I’ve got pages of notes, dozens of conversations swirling around, and one big question: which buzz-y trends actually matter most to you?So instead of pretending I’ve got all the answers, I’m opening this up. In
Why iROAS Metrics Are So Inconsistent (And Why Debate Is Good For The Industry)
Today I unpack the intense industry reaction to a piece of Albertsons Media Collective, Ovative Group, and Kellogg School of Management research that challenged how we measure iROAS in retail media. When a single campaign’s return can swing wildly — up to 6.5x — based purely on methodology, it raises some uncomfortable but necessary questions. I walk through the biggest critiques that sur
Bring the “Retail” Back to Retail Media: 4 Fixes Every RMN Needs Now
Last week, I had the opportunity to moderate a powerhouse panel at the The Drum's inaugural Global Commerce Leaders Forum in Miami. And let me tell you, the insights that came out of our lightning round were too good not to share. I asked each expert a simple but loaded question: What’s one thing you’d fix in the next 12 months to make retail media networks more mature? The answers cut st
Kroger x YouTube: The Retail Media Breakthrough That Could Unlock Billions in Brand Budgets
I’m coming to you a little under the weather today, but this recap of my recent article for The Drum was too important not to share. In this episode, I break down Kroger’s new YouTube integration and why it could be a turning point for retail media networks trying to crack into elusive national brand budgets.I dig into what Kroger Precision Marketing actually built with Google’s DV360, wh
In-Store Retail Media Measurement Is Broken — Shopper Purchase Rate Explained with Catalyst & In-Store Marketplace
Today I’m sharing highlights from a recent LinkedIn Live I hosted with Paul Brenner from In-Store Marketplace and Michelle Dooley from Catalyst Media Consulting. We dug into one of the most pressing challenges in retail media today: how we measure in-store performance, and whether the industry is actually optimizing for the wrong outcomes.We explored their new research report that propose
7 Retail Media Upfront Secrets: What Home Depot Got Right (And What Others Are Missing)
I made the trek through Atlanta traffic to attend Home Depot’s Orange Apron Media upfronts, and let me tell you, it was absolutely worth it. In a year where brands are scrutinizing every dollar spent on travel and events, this one-day gathering managed to draw hundreds of suppliers from across the country. That alone says something. But what really stood out wasn’t just the announcements:
The Real ROI of Retail Media Events: Are Work Trips Still Worth It in 2026?
Today I’m taking you behind the scenes of a packed stretch of travel — three major industry events in just a few days — and using it as a jumping-off point to unpack a bigger question: are work trips and in-person events still worth it in today’s commerce media landscape?I dive into fresh data from my LinkedIn poll and explore the growing divide between those constantly on the road and th
Home Depot’s Retail Media Playbook: How Orange Apron Media Is Winning Where Others Can’t
Today I’m focusing on my recent article for The Drum, breaking down what really stood out from Home Depot’s third annual Infronts event, and there’s more going on than just incremental progress. Sure, merchant alignment and the shift toward self-service are important, but what really caught my attention is how Orange Apron Media is doubling down on the things only Home Depot can do.From t
Retail Media vs National Media: The Measurement Debate Brands Can’t Ignore
Today I dig into a question that’s been coming up more and more from retail media leaders: Should we be measuring retail media the same way we measure national media? It sounds simple, but once you get into it, things get complicated fast. I share insights from experts across my network to unpack why there’s no clean, one-size-fits-all answer, and what brands should actually be doing inst
The Real Secret Behind Consistent Content: Storytelling, AI & My Big Mishap
I recently had the pleasure of joining one of my favorite retail media podcasts, Unlocked, with Austin and Elizabeth. Today, I’m sharing a snippet from that conversation in which we get into something much more personal: my process as a writer, how I consistently create content, and why storytelling has become such a powerful tool in my work.I also open up about how I actually use AI in m
AI Is Clicking Your Ads (And Wasting Your Budget) — The Hidden Retail Media Crisis
Today I'm unpacking a blind spot that completely changed how I’m thinking about AI’s impact on retail media. Recently I’ve been talking a lot about the long-term threat of agentic commerce — fewer ad surfaces, weaker first-party data— but there’s a more immediate issue already happening right now. AI agents are actively browsing retail sites, clicking around, and triggering ad impressions
Brand Media vs Commerce Media: How Gildan Is Redefining Retail Media Strategy for Faster, Cheaper Growth
In this episode, I dive into a fascinating recent conversation featuring Gildan’s Jason O’Toole on The CPG Guys podcast and unpack a powerful idea that stopped me in my tracks: brand media lowers the tax you pay on growth. If you’ve ever struggled to justify upper-funnel spend or connect brand investment to real performance outcomes, this one’s for you.I break down three key takeaways fro
Writing Into the Void: How I Built Authority in Retail Media (From Zero to 28K Followers)
Today I’m taking you behind the scenes of something I don’t talk about enough: what it really feels like to start over, even after years of experience. From launching a brand-new Instagram account @retailmediabreakfastclub with barely any followers, to reflecting on my early days writing “into the void,” I share the uncomfortable truth about building content, credibility, and confidence i
Why AI Grocery Shopping Isn’t Taking Over Yet (But Absolutely Will)
Not all shopping is created equal. And honestly, not all of it is fun. Today I'm unpacking the tension between the idea of AI-powered shopping and the reality of how we actually shop today. While we love the experience of discovering products and making intentional choices, a huge portion of shopping — especially groceries — is repetitive, operational and tedious.I explore where consumers
Dark Search & AI Shopping: The Hidden Threat (and Opportunity) for Retail Media
Today I'm unpacking a fascinating shift happening right under our noses in retail media — what has been coined “dark search.” I explore how AI-driven discovery is quietly reshaping the way consumers find and buy products. The big question: is this trend actually helping retail media grow, or is it eroding the very signals it depends on?I dive into two new pieces of research that seem to t
AI Advertising Is Happening NOW: What Retailers Must Know Before It’s Too Late
The conventional wisdom says AI advertising is something for the future, but I’m not buying that. Today, I extrapolate on Debbie Ajo Williamson’s insights shared on a recent Retailgentic episode, and break down why AI ads are already here, moving fast, and reshaping how retail media works in real time. Debbie digs into what’s actually happening behind the scenes with ChatGPT’s ad rollout,
Agentic Commerce Isn’t the Threat You Think — Why Retailers Are Playing the Long Game
A few months ago, it felt like everyone in retail media was bracing for impact. Agentic commerce, zero-click search, and Gen AI were being treated as existential threats. But lately, I’ve noticed a shift. In this episode, I unpack what I’m hearing behind closed doors and on the ground at Shoptalk. The panic is cooling, and smarter, more strategic conversations are taking its place.I dive
83% of Retail Media Campaigns Are Misleading You (iROAS Exposed)
Today I’m revisiting my recent article for The Drum and digging into a piece of research that stopped me in my tracks. And honestly, it might change how you think about retail media measurement altogether. I walk through new findings showing that something as simple as methodological choices can dramatically swing incremental ROAS (iROAS), sometimes even flipping campaign results from pos
The Retail Media Fermi Paradox: Why Everyone Talks Growth… But Only Amazon & Walmart Win
Recently an essay stopped me in my tracks. My friend Drew Cashmore (Chief Strategy Officer at Vantage) wrote a brilliant piece for his Retail Media Leapfrog Series newsletter that draws a surprising parallel between the famous Fermi Paradox and the current state of retail media. And with Drew's permission I'm sharing sections of his essay in today's podcast.The piece delves into a big, un
Retail Media Measurement Is Broken (Here’s What Brands Actually Want Instead)
Today I'm unpacking a fascinating conversation from a recent episode of the Unlocking Retail Media podcast with Andrew Covato and host James Avery that reframed how I think about measurement in retail media networks. If you’ve ever wondered why brands keep getting frustrated — or why retail media struggles to prove its value — this conversation gets right to the heart of it.I use snippets
Why Retailer Magazines Are the Next Big Retail Media Channel (Post-AI Shopping Era)
Today I’m revisiting a recent article I penned for The Drum and digging into something that feels almost counterintuitive in a world obsessed with AI and automation: the resurgence of print magazines, catalogs, and direct mail as powerful retail media channels. I share why Gen Z and millennials are actively seeking out physical, tactile experiences, and how that shift is creating a surpri
Why Retail Media Looks So Different in the US vs Europe (And Why You’re Comparing It Wrong)
Last year, I found myself navigating chaotic scooter traffic in Thailand, only to realize how dramatically things can change with just a little extra weight. And honestly, that experience became the perfect metaphor for something I see all the time in retail media: people trying to compare markets like the US and Europe as if they’re built the same… when they’re absolutely not.Today I'm u
AI Discovery Is Reshaping Retail: Shoptalk 2026 Insights
At Shoptalk last week, I noticed something that really stuck with me; and it wasn’t happening on the main stage. The sessions that had an overflow of attendees sitting on the floor weren’t the big, flashy keynotes… they were the practical, roll-up-your-sleeves workshops. That tells you everything you need to know about where retail leaders are at right now. Today I’m breaking down what I
Shoptalk 2026: AI, Agentic Commerce & Retail Media’s Next Power Shift
I’m coming to you live from Shoptalk 2026 in Las Vegas, and this ep is packed with rapid-fire insights straight from the show floor. I pulled together six of the smartest voices in retail media to break down what’s actually happening right now beyond the buzzwords. From agentic commerce debates to Meta’s push into in-store data, we’re unpacking the trends that could reshape how brands and
Are AI Ads the Next Billion-Dollar Channel? How Retail Media Wins in the Age of LLMs [Agentic Commerce Expert Series Part 4 of 4]
In Part 4 of the Agentic Commerce Expert Series, we dive into one of the biggest emerging questions in retail media right now: what happens when ads enter AI experiences? With OpenAI and other LLM platforms beginning to experiment with advertising, there’s a lot of speculation (and skepticism) about how this will impact user trust, relevance, and ultimately, performance.I’m once again joi
Costco Exposing Its Retail Media Tech Stack Might Change Everything
In August 2025 I broke down why so many retail media networks keep their ad tech stacks hidden. And to be honest, the reasons weren’t exactly flattering. But what happens when a major retailer does the exact opposite? In today's episode, I share highlights from my recent livestream with Mark Williamson, AVP of Retail Media at Costco, and Jon Flugstad, Chief Business Officer at MetaRouter,
Retail Media Has a PR Problem: CVS Media Exchange’s Bold Wake-Up Call
Today I’m digging into a refreshingly honest and frankly rare take from Parbinder Dhariwal, VP, General Manager at CVS Media Exchange (CMX). Instead of the usual hype around retail media growth, he’s calling out what the industry is getting wrong… and why that could slow everything down if we don’t fix it.By analysing audio clips with Parbs on The CPG Guys, Beyond The Shelf, and Floor 9 (
Google’s New AI Patent Could Hijack Your Landing Pages (And Charge You for It)
Today I’m breaking down a jaw-dropping development from Google that could fundamentally reshape how we think about paid traffic, brand control, and the role of landing pages in e-commerce. After reading a standout piece from Jo Lambadjieva's AI for Ecommerce and Amazon Sellers newsletter (link to Jo's article below), I knew I had to share it with you. Because if this plays out, it changes
Why Ecommerce Signals Are Disappearing And What Retailers Must Do Next [Agentic Commerce Expert Series Part 3 of 4]
Today I dig into a major shift happening in retail media: the signals we’ve relied on for years are starting to disappear. As discovery moves upstream into AI and LLM-driven experiences, the traditional browsing journey is shrinking, and with it, the data retailers depend on. So what does that mean for the future of retail media?In Part 3 of this Agentic Commerce Expert Series I’m joined
OpenAI Killed Instant Checkout… But Agentic Shopping Isn’t Dead (What Retailers Need to Know Now)
OpenAI quietly pulled the plug on Instant Checkout inside ChatGPT and the internet immediately declared agentic commerce dead. But I think that conclusion misses the bigger picture. In this episode, a summary of my recent article for The Drum, I unpack why the failure of one implementation doesn’t mean the behavior itself is going away.I share my own real-world experience making an agenti
My RampUp Notes: Why Data Collaboration Is Winning Ad Budgets
Last week I shared some of the hallway chatter from the RampUp conference. And in this episode, I’m emptying the rest of my notebook. One theme kept surfacing everywhere I turned: data collaboration. It wasn’t just a buzzword on stage; it was the real factor determining which retail media networks are winning brand budgets, which ones are falling behind, and who gets invited back next yea
How Nestlé Decides Which Retail Media Networks Get Budget (And Why They Compare Them to Google & Meta)
Last week at the LiveRamp RampUp conference, I moderated a panel with DoorDash Ads’ Peter Giordano and Nestlé’s Nicole Lesinski. The conversation revealed something that a lot of retail media networks have been wondering about: how big CPG brands actually decide where their retail media dollars go.In this episode, I break down Nicole’s candid explanation of how Nestlé ranks and evaluates
PDP the New Homepage? How AI Shopping Is Reshaping Retail Media & Ecommerce [Agentic Commerce Expert Series Part 2 of 4]
In episode 2 of this four-part Agentic Commerce Expert Series (sponsored by Mirakl Ads), we explore how AI is quietly reshaping the way consumers shop online, and why that shift could fundamentally change the role of the product detail page (PDP). As more shoppers use LLMs like ChatGPT to research products before ever visiting a retailer’s site, they’re increasingly landing directly on a
Dirty Secrets of Retail Media: 5 Ethical Dilemmas Brands Need to Know
Today I'm recapping a recent article I published on The Drum and digging into some of the ethical dilemmas emerging inside the retail media industry. The conversation was sparked by a very public campaign from my former boss, Jared Belsky, CEO of Acadia, challenging agencies to return media rebates to clients. If traditional media has ethical gray areas around incentives and transparency,
AI, Retail Media & First-Party Data: What Everyone Is Really Saying After RampUp 2026
I just got back from LiveRamp’s RampUp conference, one of the most interesting gatherings in commerce media right now. If you work in retail media, data collaboration, or advertising measurement, this event has become a must-watch moment for where the industry is heading. In 2026, the big theme running through the conference halls was offsite retail media and the role of first-party data.
Why Retail Media Can’t Unlock Brand Budgets (Until Brands Fix This One Thing)
Retail media networks want brand dollars — that part isn’t new. But what is new (and honestly, under-discussed) is the uncomfortable reality that many brands are structurally incapable of spending those dollars through retail media… even when they want to.In this episode of Retail Media Breakfast Club, I’m sharing highlights from my recent LinkedIn Live with Jordan Witmer of Salt XC. We u
AI Shopping Is Here: How LLMs Are Rewriting Retail Discovery [Agentic Commerce Expert Series Part 1 of 4]
LLMs aren’t just answering questions anymore: they’re becoming the very first step of the shopping journey. In the kickoff episode of this four-part Agentic Commerce Expert Series (sponsored by Mirakl Ads), I sit down with Amelia Van Camp, Head of Agentic Commerce at Mirakl, to unpack what’s really happening as product discovery moves upstream into AI assistants.We get into what consumers
US vs EU Retail Media: The 5 Structural Barriers Reshaping In-Store Advertising
I wasn’t expecting a transatlantic debate when I published a piece about Sam's Club’s in-store retail media success. But what followed was a lively pushback from European retail media leaders who argued that in-store has been operating at scale in their markets for years. That sparked a much bigger question: Are US retail media networks behind in physical formats, or are these markets fun
Retail Media 3.0: Why AI & Agentic Commerce Could Spark the Golden Era of Advertising
Tom I’m sharing highlights from a conversation I had on the Retailgentic podcast with Scot Wingo, one of the sharpest thinkers tracking agentic commerce and how AI is reshaping the shopping journey. I’ve spent plenty of time talking about the threats AI-enabled shopping poses to retail media — compressed journeys, fewer page views, shrinking onsite inventory — but in this conversation, we
ROAS Refuses to Die: The Retail Media Measurement Problem No One Wants to Fix
Every parent has drawn a line in the sand and declared war on screen time… until 5:00 PM hits and the iPad comes flying in to remedy a meltdown so you can make dinner. That’s exactly what’s happening with ROAS in retail media. We all agree it’s flawed. We all agree it’s incomplete. And yet, we keep going back on our word and using it as a gold standard.In this episode, I unpack new resear
AI Won’t Kill Advertising: The Bull Case
Last week, a viral report predicting an AI-driven economic collapse rattled financial markets. And honestly, I understand why it spread so fast. The 2028 Global Intelligence Crisis paints a clean, compelling doom narrative: AI replaces white-collar workers, consumers disappear, and the economy collapses under its own automation. But I think that story is dangerously incomplete.In this epi
Dark Search & Broken Retail Media Signals: How AI Shopping Is Reshaping the Future of Commerce
Every major disruption in retail follows the same pattern: a constraint gets removed, customers win, and the incumbent’s profit engine breaks. In this episode, I connect the dots between past retail revolutions and what’s unfolding right now with AI-enabled shopping. We’re watching browsing behavior disappear, signals degrade, and measurement stories get fuzzier — and that has major impli
Retail Media Standards Showdown: Why Brands Want Them (And Why Retailers Push Back)
Today I’m diving into one of the biggest debates in retail media right now: brands are demanding standardization, and retailers are saying it’s not that simple. So… do they kind of have a point?Using a bolognese sauce analogy (stay with me!), I unpack why every retail media network has its own 'recipe' for measurement, reporting, and ad offerings, and why that might not be entirely by acc
AI Is Already Disrupting Retail Media Via 'Dark Search' Traffic
I’ve been ringing the bell about AI disrupting retail media for a while now. The pushback I keep hearing is, “Show me the traffic.” And yes, when you look at last-click data, less than 1% of retailer traffic is coming from ChatGPT. So… what’s the big deal?I recently joined I joined Destaney Wishon on the Better Advertising Podcast to break down why that 1% number is deeply misleading, and
AI Is Stealing the Browse: How Retail Media Wins the Data War in the Age of ChatGPT
A year ago, just 7% of website referrals to U.S. retailer sites came from ChatGPT. By October 2025, that number had more than doubled to 16%. And it’s not just ecommerce: nearly one in five shoppers used LLMs like ChatGPT, Gemini, or Perplexity while shopping in-store over Thanksgiving weekend last year. That’s not a trend. That’s a shift.In this episode, an expansion on a recent piece I
Why Top Brands Are Building Their Own Retail Media Operating Systems (And Winning in 2026)
Here’s a riddle for you: what’s ugly, chaotic, color-coded, constantly changing but absolutely essential? If you guessed the family calendar, you’re correct. But I’m also talking about how brands are managing retail media in 2026.Today I unpack why the best-performing brands have stopped waiting for retailers to hand them a clean, unified dashboard, and are instead building their own oper
OpenAI Ads Inside ChatGPT: What It Means for Retail Media, Trust & the Future of AI Advertising
I really, really hoped that ads in AI wouldn’t suck. And now… we’re starting to find out.In this episode, I break down what we’ve learned about how ads are actually showing up inside ChatGPT, following a recent interview with OpenAI’s advertising lead Asad Awan. I share instances where my earlier (admittedly optimistic) predictions were right, what genuinely surprised me, and my concerns,
In-Store Experiential Retail Media: The 3X Sales Lift Brands Can’t Agree on Who Should Fund
When in-store retail media is done right, it can deliver something digital ads simply can’t: a multisensory brand experience that drives immediate sales and long-term brand recall. In this episode, I’m sharing highlights from my recent LinkedIn Live with Jordan Witmer from the agency SALT, where we dug into what’s really possible with experiential in-store activations, and why so few bra
Why OpenAI Ads Are a Wake-Up Call for Retail Media Networks (And What Happens Next)
A couple of weeks ago, OpenAI quietly made one of the most important announcements for the retail media industry, and I don’t think we’re fully reckoning with what it means yet. In this recap of my January 20 article for The Drum, I break down why OpenAI testing ads inside ChatGPT responses isn’t just an interesting experiment, but a signal that the foundations of retail media are already
Inside Amazon’s AI Shopping Funnel: Why Rufus Converts 3.5x Better
New data from Sensor Tower confirms what many of us suspected but couldn’t yet prove: AI-assisted shopping on Amazon has quietly crossed the threshold from experiment to default behavior. During the 2025 holiday season, Amazon’s AI assistant Rufus didn’t just influence shopping — it captured a disproportionate share of actual purchases. In this recap of my recent article for The Drum, I b
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