The short version

Brian Wieser predicted on June 15, 2024: “Retail media investments are driving this growth, given the channel’s 22.2% first-quarter growth rate. Wieser expects this to temper during the second quarter, and to decelerate to about 18%.” Verdict: Called it. Public statements by large retail-media players in 2024 referenced strong double-digit ad/revenue growth, consistent with ~20%+ Q1 growth figure. Subsequent quarters…

Prediction by

Brian Wieser

On June 15, 2024

“Retail media investments are driving this growth, given the channel’s 22.2% first-quarter growth rate. Wieser expects this to temper during the second quarter, and to decelerate to about 18%.”

Follow-up

Public statements by large retail-media players in 2024 referenced strong double-digit ad/revenue growth, consistent with ~20%+ Q1 growth figure. Subsequent quarters showed slowing yet still strong retail-media growth, consistent with deceleration to high-teens.

From the High Caliber AI network — see the AI for PR module in the course.