From Audience Targeting to Personalized Commerce
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.
The fastest-growing ad channel in a decade. But scale without intelligence is waste.
$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.
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.
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.
Irrelevant ads increase banner blindness. Generic promotions drive discount-seeking behavior, not loyalty. 68% of shoppers say they ignore most in-store digital ads.
| 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.