5 Forecasts That Show Where Commerce Media Is Headed

US commerce media ad spending will top $85 billion in 2026, per our forecast. More of that money is landing outside Amazon’s search results. Delivery platforms like Uber and DoorDash are building fast-growing ad businesses. Walmart Connect is pushing shopper data into connected TV, and Kroger and CVS are adding screens to their stores.

See where dollars will go next as the channel continues to mature in this new report.