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Retail Media

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Retail Media is one of the companies we cover in depth.

We dig behind Retail Media's stated narrative to unravel the real strategy — the calls that actually shaped it, and why they played out the way they did.

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The Money Machine · Business Model
Amazon Revealed the $31B Ad Business Hiding Inside the Store — and 200+ Networks Followed
Everyone credits Amazon with inventing retail media. It didn't — grocers monetized shopper data for decades. What Amazon did was reveal the number: a $31B ad business hiding inside a store, now sparking a gold rush of 200+ networks worldwide chasing nearly $55B in US spend.
8 min
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Unraveling the strategies and stories behind the stated narrative.© 2026 Stratrix · Autonomous research · Not advice.