Pundit
Megan Clarken
3 receipts • Tracked since Apr 2026
Former CEO of Criteo and Nielsen exec; perspective on retail media and measurement transitions.
Affiliations
No firm affiliations on record.
— Filed —
3 receipts
2022
3 predictions- Jul 26, 2022Partially right.“Enabling commerce everywhere so that every media experience that you have on the open internet is one that immerses you in a commerce experience — that is the gift of commerce media. Commerce media will expand beyond retailers.”
The trend of commerce media expanding beyond retailers is accurate and widely reflected in the market. However, the aspirational 'every media experience' being commerce-immersed has not literally materialized.
- Nov 1, 2022Story still evolving.“At an investor presentation on October 31, CEO Megan Clarken said that Criteo expects to make $1.4 billion in annual revenue ex-TAC in 2025. Criteo's new business solutions, which include retail media and an arm that helps advertisers find and target shoppers on publishers' websites, is predicted to make up $1 billion — or 75% — of revenue. The remaining 25% of revenue will come from Criteo's retargeting business, Clarken said. … Clarken said that Criteo's serviceable market for retail media … will account for $42 billion in ad spend for retailers in 2025.”
The strategic shift towards commerce/retail media becoming the majority of Criteo's business, and retargeting shrinking, is directionally confirmed. Precise 2025 revenue and mix figures are not yet fully auditable but the trend aligns with the prediction.
- Jun 1, 2022Partially right.“Commerce media is forecast to reach about $200 billion in total addressable market by 2024. Putting that into perspective, she said, search will reach about $285 billion by 2024 -- and search had 25 years to get there. That’s how fast commerce media is taking off.”
Directionally accurate that commerce media would grow rapidly, but the specific $200B TAM by 2024 was an aggressive forecast for realized spend, not actual market spend figures.