Retail Media 3.0

From Audience Targeting to Personalized Commerce

Retail Media

Retail Media 3.0:
Personalized Commerce at Scale.

149+ retail media networks. Billions in CPG spend. And most of it is wasted on generic audience targeting. Delectable AI transforms NIQ Activate from demographic targeting to precision personalization — at the household persona level.

$100B RMN Market by 2028
149+ Retail Media Networks
4.2x ROAS With Personalization
3x Engagement Lift

The Retail Media Explosion — And Its Fragmentation Problem

The fastest-growing ad channel in a decade. But scale without intelligence is waste.

Market Trajectory

$46B in 2023 → $60B in 2024 → $100B+ by 2028. Third-fastest growing ad channel after streaming and connected TV. Every major retailer is launching or expanding their retail media network.

For Retailers

Need to monetize first-party data but lack personalization infrastructure. Generic targeting drives CPM compression. Tier 2-3 grocers can't compete with Amazon's personalization engine.

For CPG Brands

Spending across 3-8 networks with no cross-network measurement. 73% of brands say attribution is their top RMN challenge. Budget shifting away from networks that can't prove incrementality.

For Consumers

Irrelevant ads increase banner blindness. Generic promotions drive discount-seeking behavior, not loyalty. 68% of shoppers say they ignore most in-store digital ads.

Retail Media Network Landscape

Tier Examples RMN Revenue Grocery Share Personalization Capability
Tier 1 Amazon, Walmart $50B+ 15% Advanced (proprietary)
Tier 2 Kroger/84.51, Instacart, Target $5-10B 25% Moderate
Tier 3 Regional grocers (Your Grocer, Albertsons, Ahold, Meijer) <$2B 60%+ Basic/None

Tier 2-3 grocers represent 60%+ of grocery market share but capture <20% of RMN revenue. They lack the personalization technology to compete with Amazon's flywheel. This is the opportunity.