Adlook this week published a media planning guide arguing that the standard back-to-school advertising calendar is structurally misaligned with the actual purchase decision window - and that nearly half of all purchases in the category are made by buyers who fall completely outside conventional household targeting models.
The guide, titled Before the List Is Written: How Back to School Actually Gets Bought in 2026, was released on June 22, 2026. It draws on two proprietary studies conducted in the United States in February 2026, involving a combined sample of 14,928 respondents across two separate surveys.
The research behind the guide
The primary study, the Adlook Purchase Decision Dynamics in the Children's Category Study, was conducted in the US market with a sample of 6,140 respondents at a 95% confidence level. A second study, the Adlook Financial Decision-Making Study, sampled 8,788 US respondents, also at a 95% confidence level. Both used passive survey banners served programmatically across Adlook's publisher network via standard IAB display placements. No audience or contextual targeting was applied, meaning respondents were reached at random across the general online population reachable on those placements.
The methodology matters because it avoids the selection bias common in retailer-commissioned surveys, where respondents are drawn from loyalty databases or opt-in panels with existing purchase relationships. In this case, the sample was designed to represent the broader online adult population, not just confirmed shoppers.
According to Adlook, the findings reveal four headline figures that together challenge the dominant assumptions behind seasonal campaign planning. First, 67% of US consumers had already begun back-to-school shopping by early July, a figure that aligns with previously published data from the National Retail Federation. Second, 76% of purchases in the children's category involve some form of child influence. Third, 28% of purchases begin with a child's request - making it the single largest source of purchase inspiration, ahead of advertising, peer recommendations, and social media. Fourth, and most significant for media planners, 47% of purchases in the children's category are gifts made by a family member or family friend.
The timing problem
The core argument in the guide concerns timing. Back-to-school campaigns, according to Adlook, have traditionally been structured as late-August conversion exercises. Budgets concentrate on retail media, paid search, and retargeting as the school term approaches - the same moment carts begin to fill.
The data suggests this is too late. Two-thirds of families begin shopping by early July, a figure the NRF has tracked across multiple years. In 2025, early shopping behavior reached its highest recorded level since the NRF began tracking back-to-school timing in 2018, driven partly by tariff concerns that prompted families to front-load purchasing. The Adlook data offers a structural explanation that extends beyond macroeconomic factors: decisions are formed over an eight-to-ten-week window, not in the three weeks before school starts.
That window, as the guide maps it, runs from late June through September and breaks into five distinct phases. Phase one, running from late June through early July, is a seeding phase in which children begin forming preferences alongside peers and gift conversations start within extended families. Parents are not yet actively researching. Phase two, spanning early to mid-July, is the research phase: parents investigate durability, value, and school requirements, search demand rises but conversion remains flat. Gift buyers start asking what is actually needed. Phase three, from mid-July through early August, is negotiation: the list takes provisional shape, high-emotion categories like backpacks, sneakers, and electronics lock in early, and gift decisions are largely settled. Phase four is the familiar late-August conversion sprint, when retail media, search, and social commerce execute on decisions that have already been made. Phase five, September, is a long tail of replacement items, late buyers, and items renegotiated after children see what peers brought to school.
According to Adlook, a brand entering only in phase four is paying premium CPMs to influence decisions that were effectively settled in July. The guide describes the cart as the last five percent of the purchase journey, with the preceding 95% occurring across the open web over eight weeks while brands waited for an intent signal.
"Most Back-to-School media investment is concentrated around the moment the cart is filled," said Luca Filardo, Chief Revenue Officer at Adlook. "But by the time a parent starts actively shopping, many of the key decisions have already been shaped through weeks of influence across content, social conversations, entertainment and peer-driven environments. Brands that wait for intent signals are often arriving after preferences have already formed."
The three-audience problem
The guide identifies what it calls a three-audience model, arguing that a single generic back-to-school shopper profile fails to capture the real structure of the season. Three distinct audiences - parents, children, and gift buyers - drive purchasing through separate channels, with different motivations, different media diets, and different creative triggers.
The parent is the wallet holder. Purchasing is budget-driven and practical, running through retail apps, comparison shopping, and school supply lists. The parent is legible to the ad tech stack in a way the other two audiences are not: they carry the household account, the loyalty card, the purchase history. Most campaigns are built entirely around this audience.
The child is the preference setter. The guide's data shows that a child's request is the single largest source of purchase inspiration in the category - outranking advertising itself. The child does not buy. But the child decides what is worth buying. The parent, in most cases, is ratifying a preference that formed weeks earlier, in content environments the parent does not fully inhabit.
The gift buyer is the most structurally overlooked of the three. The 47% gift-purchase figure is the statistic in the guide that carries the largest implication for campaign planning. It means that nearly half of all back-to-school purchases are made by grandparents, aunts, godparents, and family friends - people who sit entirely outside the household data models on which retail media networks are built.
"The industry has become extremely effective at measuring conversion, but influence remains significantly under-measured," said Filardo. "Back-to-School is one of the clearest examples of how consumer decisions are shaped long before a cart is filled. The brands that win are those that were present during the research, conversation and preference-building stages, not just at the point of purchase."
This is a structural problem retail media cannot solve. Retail media networks see who buys, not who buys for whom. A gift buyer completing a purchase in August is invisible to household targeting models that captured the parent's behavior during the season. By the time that transaction occurs, it is too late to have influenced the decision - which the guide suggests was made in whichever brand had been present in the gift buyer's media environment during the summer.
The guide notes that the gift buyer tends toward premium purchases. Parents buy the practical backpack; grandparents buy the brand-name one. Parents purchase the entry-level laptop; godparents are more likely to upgrade to the model the child wanted. The gift buyer is, in the guide's framing, the higher-margin half of the seasonal wallet - and the segment almost no campaign addresses correctly.
Where decisions actually form
The guide draws a pointed distinction between demand creation and demand capture. Retail media, paid search, social commerce, and retargeting are efficient at converting demand that already exists. They are not the mechanisms through which preferences form.
According to Adlook, demand in the category is created in the open web - forums, parent blogs, review sites, comparison content, and connected TV environments - before it is converted in any transactional channel. A review article on a parenting site read in late June, a school-supplies comparison piece on a tech publication, a CTV ad seen during family movie night in mid-July: these are where brand preferences are built, not where they are measured.
Adlook's partnership with FreeWheel for premium CTV inventory, announced in November 2024, illustrates where the company positions itself technically in this debate. The collaboration gives Adlook access to rights-managed premium video environments - the same environments where, the guide argues, gift buyers and parents encounter category-relevant content before any purchase intent signal becomes visible.
The guide argues that the industry's bias toward walled-garden and retail-media spending has a logic to it - those channels measure cleanly, attribute clearly, and produce reportable conversions. The open web is harder to measure with the same precision. This measurement asymmetry, the guide suggests, creates a systematic incentive to overinvest in the moment of conversion and underinvest in the weeks of influence that preceded it.
The framing connects to a broader concern the industry has discussed for years. The question of whether attribution models distort channel allocation toward measurable lower-funnel activity has been a recurring theme across seasonal planning discussions. Research published in August 2025 on PPC Land found that 73% of US shoppers acknowledge advertising's influence on their back-to-school purchasing decisions - a figure suggesting significant persuasion capacity exists, but one that does not tell planners which formats and timings are doing the work.
Staszek Kazior, Head of Marketing at Adlook, addressed the implication directly in the guide: "Most brands enter the Back to School season too late. They plan for the buying window, when measurement is clean and attribution is easy, and miss the influence window entirely. That is where decisions actually get made: in the six to eight weeks before anyone opens a retailer app, when the parent is still researching, the child is already building a mental shortlist, and the gift-buyer is encountering the category for the first time."
The cost of late entry
The guide enumerates three compounding costs for brands that enter only in the conversion phase.
First, auction congestion. When every brand waits for the same intent signal - the August uplift in search and retail media activity - CPMs and CPCs spike simultaneously. Late entrants pay premium rates to compete in a crowded auction for demand they did not help create. This dynamic is visible across seasonal categories, not only back-to-school. IAS data published in a 2026 back-to-school guide, covered by PPC Land, mapped a similar early-to-late behavioral transition and showed impression volumes surging late in the season as programmatic demand concentrated.
Second, reduced creative effectiveness. By the time a buyer is in transactional mode, the shortlist is largely fixed. Creative messages that would shift preference have less room to operate. The dependency on price incentives increases.
Third, the gift buyer is gone. By mid-August, the gift conversation has concluded. Grandparents have asked, parents have answered, items have been suggested. A brand that was not present in the gift buyer's media environment in July is simply not in the August decision.
What this means for media planning
The guide proposes a channel sequencing model that maps to the five phases. In the seeding phase, open web placements in content environments where children and families consume entertainment are the primary vehicle, supplemented by early CTV reach targeting gift buyers. In the research phase, parenting publications, comparison content, and review-adjacent placements serve the parent audience, while CTV during evening family viewing reaches both parents and gift buyers. In the negotiation phase, reach-based open web and CTV presence maintains brand visibility as the list solidifies. Conversion-phase spending - retail media, search, retargeting - executes on demand the earlier phases created. The long tail maintains reduced open web presence through September for replacement and late-demand categories.
The practical argument is that July budgets should prioritize reach, attention, and contextual relevance, while August budgets shift toward capture. The guide frames these not as competing allocations but as sequential stages of the same funnel.
The open web is also, the guide argues, the only environment where all three audiences can be reached without dependency on first-party household data. Contextual targeting and content-aligned placements allow brands to reach the gift buyer through news and lifestyle environments, the parent during research, and the child through entertainment content - without requiring the identity-based household graph that retail media depends on and that, by definition, excludes the gift buyer.
Vistar Media's back-to-school DOOH guide, published in May 2026 and covered on PPC Land, pointed to similar timing dynamics, noting that 72% of shoppers complete the bulk of purchases in the final two weeks before school starts - a fact that underscores both the late concentration of conversion and the implication that reach built earlier is what determines who benefits from that final sprint.
Methodology and scope
The data in the Adlook guide covers the US market specifically. The two proprietary studies were both conducted in February 2026, meaning the findings reflect stated purchasing behavior reported retrospectively after the 2025 back-to-school season. The studies use self-declared responses, a standard limitation in survey-based consumer research.
The annual scale of the US back-to-school and back-to-college market provides context for the stakes involved. According to Capital One Shopping statistics cited in the guide, annual US back-to-school and back-to-college spend exceeds $100 billion.
For the broader ad tech and programmatic community, the guide's significance is less in the individual data points - many of which reference external sources the industry already tracks - and more in the framework it builds around their implications. The argument that 47% of purchases come from outside household targeting models is a structural claim, not a marginal observation. If the figure holds under scrutiny, it suggests that retail media's reach problem during back-to-school is not a parameter to optimize around but a fundamental ceiling on what any household-data-dependent channel can achieve during the season.
Timeline
- February 2026 - Adlook conducts two proprietary US consumer studies: the Purchase Decision Dynamics in the Children's Category Study (n=6,140, 95% confidence) and the Financial Decision-Making Study (n=8,788, 95% confidence).
- July 15, 2025 - National Retail Federation releases back-to-school survey showing 67% of families start shopping in early July, the highest early-shopping rate since NRF began tracking the metric in 2018.
- August 7, 2025 - GumGum publishes a global survey finding 73% of US shoppers say advertising influences their back-to-school purchasing decisions, based on responses from thousands of consumers across six countries.
- November 19, 2024 - Adlook and FreeWheel announce a strategic partnership focused on premium CTV and online video inventory, giving Adlook access to rights-managed television environments.
- March 4, 2026 - Sallie launches Backpack Media, an education media network targeting Gen Z and families, citing NRF data showing US college students spend $1,325 per person on back-to-school purchases.
- May 7, 2026 - Vistar Media publishes a DOOH back-to-school guide noting projected US back-to-school sales of $85.42 billion and 72% of shoppers completing bulk purchases in the final two weeks before school starts.
- May 15, 2026 - IAS publishes its back-to-school performance guide, A Syllabus for Success: Winning the 2026 Back-to-School Market, drawing on US impression data from June 23 through September 15, 2025, and identifying a behavioral window extending from May through mid-September.
- June 22, 2026 - Adlook releases Before the List Is Written: How Back to School Actually Gets Bought in 2026, incorporating data from the February 2026 studies alongside NRF and Capital One Shopping statistics.
Summary
Who: Adlook, a media technology company specialising in open web and CTV programmatic advertising, together with its Chief Revenue Officer Luca Filardo and Head of Marketing Staszek Kazior.
What: A 21-page media planning guide titled Before the List Is Written: How Back to School Actually Gets Bought in 2026, drawing on two proprietary US consumer surveys (combined n=14,928) and arguing that most back-to-school campaigns are timed and targeted in ways that miss the period when purchasing decisions actually form.
When: Published on June 22, 2026, based on research conducted in February 2026.
Where: The guide addresses the US back-to-school market. Research was conducted programmatically across Adlook's publisher network using standard IAB display placements.
Why: Adlook argues that conventional back-to-school planning concentrates budget in the late-August conversion window, missing an eight-to-ten-week influence window that begins in late June - and that 47% of purchases come from gift buyers who sit outside the household targeting models on which retail media networks depend.
Discussion