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Retail Media

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The bets, forks and reversals that shaped Retail Media — each one explained, and checked against the record.

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The decisions that made it

The Money Machine · Business Model
Stores Didn't Become Ad Networks. They Always Were One — Amazon Just Showed the Bill.
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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