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Retail Media Breakfast Club

Todo

Retail Media Breakfast Club

Kiri Masters

Same Words, Different Forks: Recap of eMarketer & Sensor Tower Commerce Media Executive Briefing at Cannes Lions

June 26, 2026 10:32am 10 min

Fresh from Cannes Lions, I'm unpacking one of the biggest themes that kept surfacing across analyst discussions: retail media's greatest obstacles aren't external — they're internal. While everyone is focused on AI, tari...

When Sam's Club "Connects" With Walmart, What Actually Connects?

June 25, 2026 9:06am 10 min

When I sat down with Harvey Ma at Cannes Lions this week, I wanted to understand what was really happening behind Walmart’s announcement that it was bringing Walmart Connect, Walmart Connect International, and Sam’s Club...

Cannes Lions 2026 Dispatch: Agentic Media Buying, Retail Media Shakeups, and the Future of Creator Commerce

June 24, 2026 10:50am 9 min

I’m coming to you once again from Cannes, this time from the PayPal Ads Café on the Croisette. It’s been a whirlwind few days here, not just in terms of meetings and panels, but also the unexpected number of conversation...

PayPal Ads’ Big Retail Media Bet: Why Shoppable Ads Could Finally Work (And The Future of Commerce in an AI World)

June 23, 2026 6:44am 11 min

Reporting from Cannes Lions, I sat down with Dr. Mark Grether, SVP & General Manager at PayPal Ads, to explore a different perspective on retail media, one that cuts through the constant stream of announcements and focus...

Retail Media at Cannes, 278 Episodes In & What’s Next for Retail Media Breakfast Club (Break Announcement + New Projects)

June 22, 2026 5:00am 9 min

This week I’m at the 2026 Cannes Lions International Festival of Creativity wrapping up the final week of this season of Retail Media Breakfast Club. I also share some personal news: after Cannes, I’m taking a much-neede...

Chewy Ads vs. Retail Media’s Data Hoarders: Why Transparency Wins in Retail Media

June 18, 2026 5:00am 10 min

Retail media is splitting into two distinct camps: retailers that see media as an extension of their core business, and those that see themselves as media companies first. In this episode, I unpack that debate through th...

The Shortcut Demon: The AI Data Problem Nobody In Agentic Commerce Wants to Fix (Demons Series Part 3 of 3)

June 17, 2026 5:00am 12 min

Everyone wants the upside of AI, agentic commerce, autonomous shopping agents, and LLM-powered product discovery. But there’s a problem: none of it works without clean, structured product data. In this episode, I’m joine...

Creator-Led Retail Media Explained: The Truth About Influencer Marketing, Retail Media Networks & Shopper Data

June 16, 2026 5:00am 15 min

Creators and retail media are two of the hottest topics in commerce media right now, and everywhere I turn, I hear that they're converging into a massive opportunity. But the more I listened, the more questions I had. Wh...

Retail Media Flywheel Explained: How Marketplaces Become Ad Revenue Engines (Lowe’s Case Study + Future of Commerce)

June 15, 2026 5:00am 12 min

In this episode, I reflect on a panel I joined at Mirakl’s Annual Outpace Summit in New York, where a World Cup analogy sparked a bigger realization about what it really takes for marketplaces to win. It’s not enough to ...

The Retail Media Reckoning: 6 Survival Strategies for Commerce Media Networks Before It’s Too Late

June 11, 2026 5:00am 12 min

Recent;u, I made the case that retail media is far more than a tax on brands or a rounding error disguised as a marketing channel. I still firmly believe that. But believing in the opportunity doesn't mean believing ever...

The Silo Demon: Why Retail Media Networks Are Becoming the Most Powerful Team in Retail (Demons Series Part 2 of 3)

June 10, 2026 5:00am 12 min

Today we continue our series on the biggest threats facing retail media by tackling what I call the “Silo Demon.” Joined by Anne Hallock, VP Americas at Mirakl Ads, we explore why one of the greatest challenges facing re...

Retail Media’s Biggest Identity Crisis: Why Brands Are Asking the Wrong Question

June 09, 2026 5:00am 9 min

For years, we've debated where retail media belongs. Is it part of search? Is search part of retail media? In this episode, I revisit a question I posed 18 months ago after a thought-provoking essay from Hershey's Vinny ...

AI Shopping Is Rewriting Consumer Behavior: The Hidden Signals Brands Can't Afford to Ignore

June 08, 2026 5:00am 9 min

Last week, I facilitated a closed-door workshop with brand leaders, retailers, agencies, and technology partners at the P2PI Retail Media Summit in Chicago. While much of the conversation centered on AI's impact on retai...

Retail Media Is Mid? The Brutal Truth About Amazon, Walmart & the Future of Retail Media

June 04, 2026 5:00am 9 min

At Advertising Week New York, I had a surprising encounter that perfectly captured a growing sentiment in the advertising industry: that retail media is nothing more than a tax on brands. It’s a criticism I’ve heard more...

The Growth Demon Inside Retail Media: Why Profitability Will Define the Next Era (Demons Series Part 1 of 3)

June 03, 2026 5:00am 13 min

Retail media has spent years chasing top-line revenue growth, but what happens when growth alone is no longer enough? In this episode, I’m joined by Anne Hallock, VP Americas at Mirakl Ads, to kick off our three-part ser...

AI Retail Media Buying: Are We Handing the Keys to the Bots Too Soon?

June 02, 2026 5:00am 6 min

I recently noticed something strange while selling items on Facebook Marketplace: automated buyers sending automated messages, met by my own automated seller responses. It got me thinking about a much bigger trend happen...

Retail Media PR Secrets: What Actually Gets Coverage in 2026 (Please, Spill Some Tea)

June 01, 2026 5:00am 19 min

In this episode, I’m pulling back the curtain on what it’s actually like being on the receiving end of PR pitches in the retail media industry, and why most of them completely miss the mark. Inspired by a standout intera...

Transactional Commerce Inside Perplexity: Ashley Furniture’s AI Bet

May 28, 2026 5:00am 12 min

In this episode, I unpack one of the clearest real-world examples yet of how AI shopping is reshaping retail strategy. Ashley Furniture is officially experimenting with transactional commerce inside Perplexity, and their...

Amazon Wants Your Store Open — But Keeps Its Own Closed to AI Agents

May 27, 2026 5:00am 8 min

Amazon has always operated in contradictions. And in this episode, I dissect comments made on Christine Russo's What Just Happened podcast made by Justin Honaman, AWS's global head of retail, consumer goods, and restaura...

Why Loyalty Programs Are the Real Power Play as AI Reshapes Retail Media

May 26, 2026 5:00am 10 min

Recently I joined a retail media panel at Loyalty Connect in Atlanta, surrounded by the people who’ve spent decades building and evolving loyalty programs. What became crystal clear to me is that loyalty and retail media...

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