— Topic —

    Retail Media

    8 receipts tracked • 90% industry hit rate

    Retail media networks: Amazon Ads, Walmart Connect, etc.

    — Filed —

    8 receipts on Retail Media

    Browse all →

    RECEIPT #ARI-PA

    JUL 29, 2025

    Too early to tell.

    PREDICTION BY

    Ari Paparo
    “I think there's definitely a danger that Amazon uses its power, which is extraordinary. It's an extraordinary amount of data for marketers and reach among its audience to tie up a big portion of the media business and create a little mini monopoly. And I don't see anything stopping them right now because what they're doing is not illegal. They don't have a monopoly in anything except maybe book sales or something.”

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.

    ORIGINAL SOURCE

    Next in Media

    RECEIPT #ARI-PA

    JUL 29, 2025

    Too early to tell.

    PREDICTION BY

    Ari Paparo
    “I think there's definitely a danger that Amazon uses its power, which is extraordinary. It's an extraordinary amount of data for marketers and reach among its audience to tie up a big portion of the media business and create a little mini monopoly. And I don't see anything stopping them right now because what they're doing is not illegal. They don't have a monopoly in anything except maybe book sales or something.”

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.

    ORIGINAL SOURCE

    Next in Media

    RECEIPT #EVAN-S

    DEC 23, 2024

    Partially right.

    PREDICTION BY

    Evan Shapiro
    “2025 PREDICTION #2: RETAIL MEDIA WILL GO MORE MAINSTREAM NEXT YEAR, WITH A WAVE OF RETAIL MEDIA ON CTV.”

    FOLLOW-UP

    Retail media on CTV continues to be a trend in 2026, as evidenced by Shapiro's comments in a Roku webinar. However, specific 2025 spend figures for 'retail media on CTV' are not provided to fully verify the prediction's 'mainstream' claim. The general growth of retail media and its overtaking of global TV ad revenues in 2025 (per GroupM) supports the overall trend, but the CTV-specific aspect for 2025 remains unquantified in the provided text.

    RECEIPT #IAN-BL

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Ian Black
    “Increasing prevalence of AI-based activation” in retail media, led by Amazon and mature networks; retailers will automate audience/placement selection for outputs like ROAS or new-to-brand growth, balancing automation with advertiser controls.”

    FOLLOW-UP

    AI activation trends grew in retail media, with generative AI dominating tech forecasts, aligning with the prediction of increased AI-based activation and automation.

    ORIGINAL SOURCE

    eConsultancy

    RECEIPT #JACLYN

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Jaclyn Nix
    “AI is going to be increasingly important – both generative and predictive. [Epsilon] has been using predictive AI to get the right message in front of the right consumer at the right time for over 10 years. This is not going to stop and will become increasingly important to help drive the best outcomes for consumers, brands and retailers.” (On generative AI: “This too will be important to help manage campaigns and manage creative within retail media.””

    FOLLOW-UP

    Retail AI spending increased significantly, and generative AI became central to tech forecasts.

    ORIGINAL SOURCE

    eConsultancy

    RECEIPT #ANDREW

    JAN 01, 2018

    Called it.

    PREDICTION BY

    Andrew Lipsman
    “Retail media will likely come full circle, moving from brick-and-mortar to digital to TV and right back into the physical store—only this time through digital media displays. While brick-and-mortar signage is still in the early phases of adoptions, particularly in grocery stores where it wields the greatest potential, it’s inevitable that retail media will get reintroduced into this environment—albeit in a different format.”

    FOLLOW-UP

    The prediction came true, as Andrew Lipsman himself reaffirmed in 2025 that retail media is expanding into in-store environments as the "next major frontier," offering significant incremental reach, with examples like Walmart's CTV push via Vizio.

    RECEIPT #BERKOW

    JAN 15, 2026

    Too early to tell.

    PREDICTION BY

    David Berkowitz
    “Not everyone needs to buy everything through AI for it to become a healthy sales channel. This year, many of the sources of friction are going away. Consumers may be surprised at first that they can buy that weather-sealing tape without leaving the conversation. Soon enough, they'll expect it.”

    FOLLOW-UP

    Made at NRF 2026 as in-chat checkout was just rolling out across ChatGPT (Instant Checkout), Perplexity (Shop with Pro), and Amazon Rufus. The thesis is testable through 2026–2027: does conversational commerce hit a "healthy sales channel" share, or stall like Alexa shopping did?