Receipt

    Filed July 19, 2026

    Too early to tell.

    The short version

    Mike Shields predicted on January 6, 2026: “One of the bigger second-tier retail media networks - like say CVS or Albertsons - will give in, and outsource operations to an aggregator - like say Instacart.” Verdict: Too early to tell. As of mid-2026, there is no public evidence to verify this specific outsourcing scenario.

    Prediction by

    Mike Shields

    On January 6, 2026

    One of the bigger second-tier retail media networks - like say CVS or Albertsons - will give in, and outsource operations to an aggregator - like say Instacart.

    Follow-up

    As of mid-2026, there is no public evidence to verify this specific outsourcing scenario.

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