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Retail Media Breakfast Club: Daily Summaries Delivered
by Kiri Masters
10 minutes of expert insights every weekday. Your morning ritual for staying ahead in retail media.
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- Yesterday9 min
Retail Media Is Mid? The Brutal Truth About Amazon, Walmart & the Future of Retail Media
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 than once, and one that raises some important questions about where the industry stands today.In this episode, I unpack the strongest arguments both for and against retail media’s future. Drawing on insights from leading industry voices, I explore whether retail media’s reputation problem is justified, why Amazon’s dominance continues to shape perceptions, and what could happen if retailers fail to evolve beyond the same old playbook. Is retail media truly becoming 'mid,' or are we underestimating one of the most important transformations in modern advertising?This episode is sponsored by Mirakl AdsTimeline[00:00] My unexpected encounter at Advertising Week and the claim that retail media is “the scourge of the advertising world.”[01:15] Why some industry leaders believe Amazon is the only real winner in retail media, and what they're missing.[02:15] The bigger concern: retail media’s growing perception problem among both consumers and industry professionals.[03:36] Andrew Lipsman explains why non-Amazon and non-search retail media are already massive businesses with significant growth ahead.[05:54] Anne Hallock compares retail media’s current stage to the early days of programmatic advertising and explains why “clunky” doesn’t mean insignificant.[07:30] Anna Laura Zane discusses why retailer data, not sponsored product ads, is becoming the industry's most valuable asset.[08:30] The real risk facing retail media: retailers copying the same playbook without making meaningful investments in growth and innovation.Links & ResourcesThe Agentic AI Revolution is here. The competitive edge belongs to those who move faster than disruption itself. Join Mirakl Ads and myself in New York City for Outpace on June 10, 2026. Strategies, insights, and connections built for the era of agentic commerce. Save your spot.Subscribe to Andrew Lipsman's newsletter Media, Ads + CommerceFollow Anne Hallock, VP Americas at Mirakl Ads, on LinkedInFollow Ana Laura Zain, Chief Marketing Officer at MetaRouter, on LinkedInRead my related articles:Is Retail Media Actually Kinda 'Mid'?Is Retail Media Actually Kinda 'Mid'? PART 2Dark Search, Broken Signals, and What Comes Next for Retail MediaIn Atlanta? Join the Commerce Media Happy Hour on Wednesday June 17! RSVP hereI am sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 2 days ago13 min
The Growth Demon Inside Retail Media: Why Profitability Will Define the Next Era (Demons Series Part 1 of 3)
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 series, The Demons Inside Retail Media. Together, we unpack the first and perhaps most pressing challenge facing the industry today: the growth demon.We explore why retailers are beginning to scrutinize retail media profitability, how internal pressures are reshaping expectations for retail media networks, and why driving the broader retail business — not just ad revenue — has become the new benchmark for success. From Costco’s member-first approach, to Home Depot’s self-serve scaling strategy, this conversation reveals the realities that retail media leaders can no longer afford to ignore.This episode is sponsored by Mirakl AdsTimeline[00:00] Introducing The Demons Inside Retail Media series and the industry's biggest internal challenges.[02:00] Why top-line revenue growth can become a trap, and why profitability is emerging as the new scorecard.[03:25] Anne explains why profitability pressure is coming from inside the retailer, not from retail media teams themselves.[05:15] How consulting firms, budget shifts, and internal politics are changing retail media accountability.[06:45] Lessons from Costco: why retail media must strengthen the retailer’s core business flywheel.[09:45] The role of technology, automation, and self-serve platforms in building profitable retail media networks.[11:15] What Home Depot’s latest retail media investments reveal about the next phase of industry growth.Links & ResourcesThe Agentic AI Revolution is here. The competitive edge belongs to those who move faster than disruption itself. Join Mirakl Ads and myself in New York City for Outpace on June 10, 2026. Strategies, insights, and connections built for the era of agentic commerce. Save your spot.Follow Anne Hallock, VP Americas at Mirakl Ads, on LinkedInRead my related articles:Growth Beyond Amazon: Retail Media's Broader OpportunitiesLong-Tail Advertisers Are A Quiet Growth Engine For Top Performing RMNs'Brand Media Lowers the Tax You Pay on Growth,' says Gildan's Jason O'TooleIn Atlanta? Join the Commerce Media Happy Hour on Wednesday June 17! RSVP hereI am sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 3 days ago6 min
AI Retail Media Buying: Are We Handing the Keys to the Bots Too Soon?
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 happening in retail media right now.In this episode, I unpack the rapid rise of objective-based, AI-driven retail media buying and share the results of a LinkedIn poll I ran to find out what advertisers really think about handing campaign decisions over to algorithms. While automation promises efficiency, many marketers are raising important questions about transparency, control, incrementality, and long-term brand building. Are we removing friction from advertising, or removing humans from the process altogether?This episode is sponsored by Mirakl AdsTimeline[00:00] The Facebook Marketplace experience that sparked a bigger question about automation[01:07] How objective-based, AI-driven retail media buying mirrors the "bots talking to bots" phenomenon[01:45] Results from my LinkedIn poll: what advertisers really think about AI-powered media buying[04:00] Why automation may struggle to drive true incrementality, according to commerce media leaders[04:40] Retailer bias, "ROAS jail," and the measurement challenges facing AI-driven ad platforms[05:15] The risk of optimizing for short-term performance at the expense of brand equity[06:00] The question I'm still wrestling with: are we removing friction, or removing ourselves?Links & ResourcesThe Agentic AI Revolution is here. The competitive edge belongs to those who move faster than disruption itself. Join Mirakl Ads and myself in New York City on June 10, 2026 for strategies, insights, and connections built for the era of agentic commerce. Save your spot.My AI-driven retail media buying LinkedIn pollFollow Corey Buller, Senior Director of Commerce Media at dentsu, on LinkedInFollow Evan Walsh, who heads partnerships at measurement firm Incremental, on LinkedInFollow James Tenser, longtime retail tech analyst & journalist, on LinkedInRead my related articles:AI Agents & The Evolving Path to Purchase: How Brands Must AdaptNo Eyes on the AdDoes 'Dark Search' Help or Harm Retail Media?In Atlanta? Join the Commerce Media Happy Hour on Wednesday June 17! RSVP hereI'm sharing comedy skits about retail media on Instagram! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 4 days ago19 min
Retail Media PR Secrets: What Actually Gets Coverage in 2026 (Please, Spill Some Tea)
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 interaction with LoyaltyLion and PR pro Francesca Baker Brooker, I unpack what separates relationship-building from transactional pitching, and why “spilling some tea” is often the difference between getting ignored and becoming a trusted source.I also dive into how influence in media is shifting away from traditional gatekeepers toward niche newsletters, podcasts, LinkedIn creators, and independent analysts. From fragmented authority and psychographic tribes, to what vendors, retailers, and PR teams should actually be doing to build narratives that land, this episode is a candid look at the new communications playbook for retail media.This episode is sponsored by Mirakl AdsTimeline[00:00] – The LoyaltyLion pitch that actually worked, and why patience from PR pros matters more than persistence[02:30] – Why I’m sharing my honest perspective on being pitched by brands, retailers, and tech vendors[03:45] – How the media landscape is fragmenting, and why newsletters, podcasts, and LinkedIn creators are gaining influence[08:30] – My first rule for PR outreach: know your audience before you pitch[10:15] – “Spill some tea”: why executives who stick to talking points waste everyone’s time[13:00] – Why retailer store tours, media breakfasts, and thoughtful event experiences create lasting coverage opportunities[17:00] – My plea to research teams: stop commissioning generic retail media surveys and start using your actual platform dataLinks & ResourcesThe Agentic AI Revolution is here. The competitive edge belongs to those who move faster than disruption itself. Join Mirakl Ads and myself in New York City on June 10, 2026 for strategies, insights, and connections built for the era of agentic commerce. Save your spot.Follow Francesca Baker-Brooker, PR @ And So She Thinks, on LinkedInMy LoyaltyLion piece that Francesca helped facilitate: Loyalty as the Retail Media BackboneSemrush piece about LinkedIn content: We Analyzed 89K LinkedIn URLs Cited in AI Search: Here's What Drives VisibilityRead my related articles:Standing Room Only: What Shoptalk Attendees Wanted Most Wasn’t on the Main StageWriting From the Middle of the RoomApply For The Damn AwardIn Atlanta? Join the Commerce Media Happy Hour on Wednesday June 17! RSVP hereI'm sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 1 weeks ago12 min
Transactional Commerce Inside Perplexity: Ashley Furniture’s AI Bet
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 approach reveals how major retailers are thinking about AI discovery, customer behavior, and the future of shopping experiences.I break down key insights from Ashley Furniture’s SVP of E-commerce and Marketing, Nick Lezin, shared on an episode of Total Retail Talks, including why AI referral traffic matters even when it’s still small, why “content hygiene” suddenly became mission-critical, and how AI shopping is creating political momentum inside organizations to finally fix long-ignored catalog and customer experience problems. This isn’t a panic pivot: it’s a calculated early move with potentially massive long-term upside.This episode is sponsored by Mirakl AdsTimeline[00:00] Why I’ve been arguing that product discovery is moving upstream into AI tools [00:43] Ashley Furniture launches transactional commerce on Perplexity with PayPal and Stripe integration [01:30] Nick Lezin explains the exponential growth in AI referral traffic to Ashley Furniture [03:17] Why AI traffic may actually be undercounted because of “dark search” behavior [04:48] How AI shopping is forcing retailers to finally prioritize product catalog and content hygiene [06:23] Ashley admits its product content has been too static, and why dynamic PDPs now matter more than ever [08:10] Why AI should be viewed as an amplifier for better retail operations, not a shortcut or crutch [10:40] My takeaway on why this Perplexity partnership represents a smart, low-risk experimentation strategy for retailersLinks & ResourcesListen to Nick Lezin's full appearance on Total Retail Talks: Inside Ashley's Plan to Launch AI Home ShoppingSubscribe to Total Retail Talks on Apple PodcastsFollow Nick Lezin, senior vice president of e-commerce and marketing at Ashley, on LinkedInFollow Joe Keenan, Total Retail Talks, Editor-in-Chief, on LinkedInRead my related articles:‘Dark Search’ Is Making AI-Facilitated Commerce Look Smaller Than It Really IsDoes 'Dark Search' Help or Harm Retail Media?Dark Search, Broken Signals, and What Comes Next for Retail MediaI am sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 1 weeks ago8 min
Amazon Wants Your Store Open — But Keeps Its Own Closed to AI Agents
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 restaurants, to unpack one of the biggest contradictions emerging in the AI commerce era. On one hand, Amazon is encouraging retailers and brands to embrace “off-site search” and make themselves discoverable through AI agents like ChatGPT and Perplexity. On the other hand, Amazon is actively blocking outside shopping agents from accessing its own ecosystem while simultaneously sending its own Buy For Me agent onto everyone else’s storefronts.I break down the growing tension between agentic commerce, retail media, and platform control, including Amazon’s legal fight with Perplexity, the strategic implications of its DSP dominance, and why this all points to one core objective: owning the customer journey from discovery to checkout. I also explore why brands should pay far closer attention to Amazon’s actions than its public messaging as the next phase of commerce infrastructure takes shape.This episode is sponsored by Mirakl AdsTimeline[00:00] Amazon’s long history of contradictions between customer obsession and supplier impact [01:15] AWS discusses “off-site search” and why retailers are being told to optimize for AI discovery [02:18] The core contradiction: Amazon’s agents are allowed out, but outside agents are blocked from coming in [03:15] Breaking down Amazon’s lawsuit against Perplexity and the real debate around shopper permission [04:19] How Rufus and Alexa Shopping generated billions while Amazon blocks competing AI shopping agents [05:15] Why retail media is really the monetization layer sitting on top of shopper behavior [06:30] Google’s Universal Cart signals that commerce journeys no longer need to begin on Amazon [07:30] The key lesson for brands: watch what Amazon does, not what it saysLinks & ResourcesListen to the full Justin Honaman episode on Christine Russo's What Just Happened podcast: Justin Honaman, AWS: The Agentic Commerce Roadmap for RetailersSubscribe to What Just Happened on Apple PodcastsFollow Christine Russo on LinkedInFollow Justin Honaman on LinkedInRead my related articles:AI Agents & The Evolving Path to Purchase: How Brands Must AdaptNo Eyes on the AdDoes 'Dark Search' Help or Harm Retail Media?In Atlanta? Join the Commerce Media Happy Hour on Wednesday May 27! RSVP hereI'm sharing comedy skits about retail media on Instagram! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 1 weeks ago10 min
Why Loyalty Programs Are the Real Power Play as AI Reshapes Retail Media
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 are no longer parallel industries: they’re fundamentally intertwined. In this episode, a recap of my article for The Drum, I unpack why loyalty data has become the backbone of modern retail media networks, powering audience creation, closed-loop measurement, and advertiser confidence at scale. From Kroger Precision Marketing and Costco to CVS and Marriott, I share the examples that prove the strongest retail media businesses are built on strong loyalty ecosystems.But the bigger shift is what happens next. As AI agents compress the shopping journey and consumers increasingly arrive at retailer websites already knowing what they want, many of today’s high-margin retail media ad surfaces are under threat. What survives? Loyalty. I explore why emotional drivers like status, belonging, and access may become retailers’ most defensible advantage in an AI-driven commerce environment. And why the future winners won’t just offer points and discounts, but experiences consumers genuinely care about.This episode is sponsored by Mirakl AdsTimeline[00:00] — Why loyalty and retail media are inseparable [01:18] — Kroger’s loyalty data advantage and retail KPI measurement [03:56] — Why measurement is the foundation of loyalty-powered media [04:30] — How AI shopping journeys threaten retail media revenue [05:18] — The emotional side of loyalty that AI can’t replicate [08:16] — Why AI agents may disrupt earning points, but not redemptionLinks & ResourcesRead my full article on The Drum: Loyalty data is becoming retail media’s strongest defenseRead my related articles:Why Agentic Shopping Poses an Existential Threat to Retail Media (Part 1)Agentic Shopping Poses an Existential Threat to Retail Media (Part 2)7 Ways to Break the Retail Media Doom LoopEMARKETER is teaming up again with Bain to survey retail media network leaders for a unique insight into the forces shaping the industry. The survey is intended for people working in-house on retail media teams, and it is global this year! The survey is also double-anonymized. The survey organizers will not know, nor are they trying to determine, which specific retail media network a respondent works for. The goal is to understand broader retail media trends, not attribute responses to individual companies. Please take the survey here. In Atlanta? Join the Commerce Media Happy Hour on Wednesday May 27! RSVP hereI'm sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
- 2 weeks ago8 min
How Brands Are REALLY Using AI for Retail Media Automation
At Xnurta’s Signal to Scale Summit this week, I heard some of the most practical conversations yet about how brands are actually using AI in retail media. Spark Foundry’s Kris McDermott summed up the mood perfectly: “We did AI. To what end? That is not a verb.” From Boiron managing 50,000 keywords with a two-person team, to AI-powered creative testing that drove a 29% sales lift, this episode explores where agentic workflows are delivering real operational value, and where they still require strong human oversight.I also break down why advanced practitioners are moving beyond ROAS as the primary metric, what Amazon Ads is building with MCP servers and Skills, and why Xnurta's new open-source AI evaluation framework could become critical infrastructure for the future of retail media automation. The biggest takeaway: AI can accelerate performance, but only when paired with clear goals, guardrails, and teams that still understand “the gears” behind the machine.This episode is sponsored by Mirakl AdsTimeline[00:00] — “We did AI. To what end?” and the real theme of the summit [01:18] — Boiron’s AI-powered retail media workflow managing 50,000 keywords [02:00] — AI image scoring drives a 29% sales increase [03:30] — Why ROAS alone is not the goal anymore [04:15] — The “automatic vs stick shift” analogy for AI media buying [06:04] — Xnurta launches open-source AI evaluation framework for retail mediaLinks & ResourcesIf you're interested in joining the Agentic Retail Media Council, Xnurta is recruiting members: sign up linkFind all the Signal to Scale 2026 speakers hereRead my related articles:No Incentive To Sound The AlarmDark Search, Broken Signals, and What Comes Next for Retail MediaWhy ROAS Refuses To DieAI in real life: how retailers and brands are leveraging AI (real numbers)EMARKETER is teaming up again with Bain to survey retail media network leaders for a unique insight into the forces shaping the industry. The survey is intended for people working in-house on retail media teams, and it is global this year! The survey is also double-anonymized. The survey organizers will not know, nor are they trying to determine, which specific retail media network a respondent works for. The goal is to understand broader retail media trends, not attribute responses to individual companies. Please take the survey here. In Atlanta? Join the Commerce Media Happy Hour on Wednesday May 27! RSVP hereI am sharing comedy skits on Instagram about retail media! Follow along: @retailmediabreakfastclubSubscribe to Retail Media Breakfast Club's daily newsletterFollow Kiri Masters on LinkedIn
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