Jonathan and Kate explore the likely impact on the retail media ecosystem of the IPG takeover by Omnicom. Then they discuss why challenger brands are thriving online and why Morrisons are installing 300 digital screens. 

Learn more about What's in Store for Retail Media Networks at NRF and register for your tickets at STRATACACHE.com

Story One: 

Omnicom Closes $13 Billion Deal for IPG, Creating Advertising and Communications Giant

https://www.hollywoodreporter.com/business/business-news/omnicom-closes-deal-ipg-advertising-mega-deal-1236436486/

Story Two: 

IPG Study Reveals Legacy Brands Losing Agentic Commerce War

https://www.mediapost.com/publications/article/411004/ipg-study-reveals-legacy-brands-losing-agentic-com.html?edition=140734

Story Three:

Morrisons joins forces with BMO for DOOH advertising debut

https://www.retailgazette.co.uk/blog/2025/11/morrisons-digital-screens/

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Kate and Jonathan discuss what Walmart’s quarterly results say about its identity as a media brand or retailer or both. The partnership between Albertsons Media Collective and NBCUniversal is also explored with tensions around new digital signs at Toronto’s Union Station bus terminal and their use of facial-detection technology. 

Secure your spot for What’s in Store for Retail Media Networks. More information and a link to purchase tickets at STRATACACHE.com.

Story One:

Walmart’s ad business surges 53%, e-commerce growth tops 20% for 7th straight quarter 

https://www.storyboard18.com/advertising/walmarts-ad-business-surges-53-e-commerce-growth-tops-20-for-7th-straight-quarter-84556.htm

Story Two:

Albertsons and NBCUniversal Introduce CTV Closed-Loop Measurement 

https://progressivegrocer.com/albertsons-and-nbcuniversal-introduce-ctv-closed-loop-measurement

Story Three:

Digital ad using facial recognition in Toronto’s Financial District draws concerns, expert weighs in

https://nowtoronto.com/news/digital-ad-using-facial-recognition-at-torontos-union-station-draws-concerns-expert-weighs-in/

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This week Jonathan and Kate take a look at the partnership between Uber and Loblaws and what Loblaw Companies Limited are saying about their retail media earnings potential. From there, the duo turn to massive signs in escalator spaces in the John Lewis Bluewater store. Finally, Tik Tok takes a turn under the spotlight as the platform releases its Safety Report. 

To find more information on and to get tickets for What’s in Store for Retail Media Networks at NRF’s Big Show please visit. https://bit.ly/4oUQVYI

Story One:

Loblaw and Uber Eats team to bring on-demand grocery delivery to more Canadians 

https://chaindrugreview.com/loblaw-and-uber-eats-team-to-bring-on-demand-grocery-delivery-to-more-canadians

Story Two:

John Lewis unveils cutting-edge retail media suite in refurbed Bluewater store 

https://www.retailgazette.co.uk/blog/2025/11/john-lewis-retail-media-3/

Story Three:

TikTok Outlines Latest Measures To Protect In-App Shoppers

https://www.socialmediatoday.com/news/tiktok-shop-safety-report-2025/805086/

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Jonathan and Kate consider the custom attention metrics being offered by Uber Advertising before turning towards Co-Ops 1000th front of store screen. The dynamic advertising duo then discuss how Amazon are bringing everyday essentials into Whole Foods. 

The agenda for What’s in Store for Retail Media Networks at NRF’s Big Show is now available with new speakers added each week.

Story One:

Uber Launches A Platform-Specific Attention Metric With Adelaide And Kantar

https://www.adexchanger.com/platforms/uber-launches-a-platform-specific-attention-metric-with-adelaide-and-kantar/

Story Two:

Co-op Media Network installs milestone 1000th front-of-store digital screen 

https://www.theretailbulletin.com/food-and-drink/co-op-media-network-installs-milestone-1000th-front-of-store-digital-screen-05-11-2025/

Story Three:

Amazon’s grocery store dreams are reshaping Whole Foods

https://www.theverge.com/news/814454/amazon-whole-foods-fulfillment-concept-store

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After a week off - Kate and Jonathan return to discuss if Amazon is truly being helpful with their new AI tool, why apps in store are useful and lucrative as Walmart reveals their holiday plans, and what might be holding in-store retail media back.

Story One:

Amazon Launches New AI Shopping Tool in US for the Indecisive

https://www.businessoffashion.com/news/technology/amazon-launches-new-ai-shopping-tool-in-us-for-the-indecisive/

Story Two: 

Walmart Looks to ‘Rewrite the Holiday Playbook’ with New In-Store AI Experiences

https://www.retailtouchpoints.com/topics/data-analytics/ai-machine-learning/walmart-looks-to-rewrite-the-holiday-playbook-with-new-in-store-ai-experiences

Story Three:

IAB Europe updates retail and commerce media landscape map 

https://ppc.land/iab-europe-updates-retail-and-commerce-media-landscape-map/

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Tesco get creative, Walmart gets open to AI and Ulta Beauty goes to market 

Description The AIs have it as Kate and Jonathan look at the latest AI-powered offers from Tesco and Walmart before taking a turn on Ulta Beauty’s UB Marketplace. 

The stat mentioned by Jonathan during the Walmart discussion can be found here: https://www.linkedin.com/posts/jasongoldberg_ive-shared-this-data-point-in-a-couple-other-activity-7386067170478256129-sRt5

Story One:

Tesco unveils AI creative tool in retail media upgrade

https://www.decisionmarketing.co.uk/news/tesco-unveils-ai-creative-tool-in-retail-media-upgrade

Story Two: 

Walmart says customers will soon be able to use ChatGPT to shop

https://www.nbcnews.com/business/consumer/walmart-chatgpt-shopping-partnership-rcna237513

Story Three: 

Ulta Beauty introduces UB Marketplace to expand e-commerce offerings

https://www.retail-insight-network.com/news/ulta-beauty-ub-marketplace/

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Kate and Jonathan are in the same physical space - that of the Scala showroom in central London where they discuss the in-store investment of Loblaw, why Instacart and Tik Tok are teaming up, and why Duolingo is speaking the language of narrative advertising.

Story one:

Loblaw expands in-store digital media network

https://www.supermarketnews.com/retail-media/loblaw-expands-in-store-digital-media-network

Story Two: 

Instacart brings retail media targeting to TikTok Ads Manager

https://searchengineland.com/instacart-tiktok-ads-manager-463072

Story Three:

Gen-Z-Targeted Language Platform Campaigns

https://www.trendhunter.com/amp/trends/duolingo-ads

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Jonathan joins from Advertising Week in New York to discuss what OpenAI’s Instant Checkout means for shoppers and suppliers. He and Kate then explore why American Express and Mastercard are launching their own commerce networks and what Ahold Delhaize USA’s proprietary retail media platform Edge will mean for marketers.

Story One:

Buy it in ChatGPT: Instant Checkout and the Agentic Commerce Protocol 

https://openai.com/index/buy-it-in-chatgpt/

Story Two:

Powering smarter and more personal advertising with Mastercard Commerce Media

https://www.mastercard.com/us/en/news-and-trends/press/2025/september/powering-smarter-and-more-personal-advertising-with-mastercard-commerce-media.html

Story Three:

Ahold Delhaize USA to launch new retail media platform

https://www.supermarketnews.com/grocery-technology/ahold-delhaize-usa-to-launch-new-retail-media-platform

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Kate and Jonathan consider the ‘history’ being made by Albert Heijn in becoming the first retailer certified under IAB Europe’s new Retail Media Certification Programme. The duo then turn to Pinterest and its relevance with Gen Z shoppers and look at how loud adverts need to be at gas stations as Casey's General Stores expands its digital advertising reach through a new partnership with GSTV.

Story One:

Albert Heijn becomes first retailer certified under IAB’s Retail Media Certification Programme

https://internetretailing.net/albert-heijn-becomes-first-retailer-certified-under-iabs-retail-media-certification-programme/

Story Two:

Pinterest mobilizes Gen Z searchers, retail media with new ad offerings

https://www.marketingdive.com/news/pinterest-mobilizes-gen-z-searchers-retail-media-new-ad-offerings/760974/

Story Three:

Casey’s partners with GSTV to scale up its retail media network at the pump

https://www.cspdailynews.com/technologyservices/caseys-partners-gstv-scale-its-retail-media-network-pump

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Kate and Jonathan take a deep, deep dive into Best Buy’s ‘We Got Next’ event before looking at Target taking aim at Amazon’s fulfillment capabilities and what Rokt is bringing to Cinemark’s site. Taylor Swift gets a mention. 

Registrations for What’s in Store for Retail Media Networks, part of Retail’s Big Show in New York on January 10th, are now open.

Story One: 

Best Buy Unveils ‘Store Takeover’ Ad Spots to Cater to Large Non-Endemic Advertisers

https://www.chiefmarketer.com/best-buy-unveils-store-takeover-ad-spots-to-cater-to-large-non-endemic-advertisers/

Story Two: 

Target steps up next-day parcel delivery as discounter tries to narrow gap with rivals

https://apnews.com/article/target-next-day-delivery-amazon-a74689266667b48fc4130848e94b7081

Story Three:

Rokt AI technology to deliver non-endemic messages on Cinemark online payments page

https://retailtechinnovationhub.com/home/2025/9/20/rokts-ai-technology-to-deliver-non-endemic-messages-on-cinemark-online-payments-page

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