Amazon's $69B ad business gets one sentence in Jassy's 2025 letter
Amazon's advertising business generated $68.6 billion in 2025, yet CEO Andy Jassy's annual shareholder letter devoted just one sentence to it as AWS dominated.
Retail
The latest news about retail ads. Retail media ads are digital ads that are placed on retailer websites and apps. They are typically displayed on search results pages, product detail pages, and category pages. Retail media ads can be used to promote products and services from both the retailer itself and other brands.
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Joybuy is quietly winning Google Shopping auctions while European CPCs shift
Joybuy entered EU Google Shopping in March 2026, outranking rivals faster than Temu did. Meanwhile, smec data shows Shopping CPC up 10% YoY and conversions crashing.
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In-store media's measurement problem is not what you think
ISM and Catalyst Media Consulting release a framework called Shopper Purchase Rate that replaces digital attribution with product movement metrics for in-store retail media.
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Amazon's anti-manipulation rules tested as buyer feedback threats spread
Amazon's Anti-Manipulation Policy bars refunds tied to feedback removal, but sellers say enforcement gaps leave them absorbing most of the cost when buyers threaten 1-star reviews.
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IAB says legacy measurement is cheating retail media out of its real value
IAB and Instacart argue that Marketing Mix Modeling systematically undercounts retail media impact, urging CPG brands to adopt closed-loop measurement instead.
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Carrefour bets on AI, ChatGPT, and smart shelves to win European retail
Carrefour's 2030 plan targets 3.5% operating margin, 5 billion euros in free cash flow, and AI-powered shopping via ChatGPT, Vusion, and Google partnerships.
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TikTok Shop turns one in Germany: Gen X drives 37% of sales revenue
TikTok Shop marks one year in Germany with seller revenues nearly doubled, 25,000 active sellers, and Gen X holding 37% of total value share - defying platform stereotypes.
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Qurate's QVC and HSN bankruptcy risk shows how linear TV is dying
The company behind QVC and HSN missed its annual filing deadline on March 31, 2026, warning of $6.6B in debt and substantial doubt about its ability to survive.
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Why Amazon's $69 billion ad business hangs on a browser lawsuit it might lose
Perplexity's Ninth Circuit appeal challenges Amazon's use of hacking law to block AI shopping agents, threatening the ad model behind $69 billion in revenue.
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Perplexity fights back: Amazon's hacking claim targets regular browser users
Perplexity AI filed its opening appeal brief on April 1, 2026, arguing Amazon misused federal computer fraud law to block competition in agentic AI shopping.
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Amazon tightens its grip as programmatic identity enters a new era
Amazon billing, pricing, and fee changes collide with The Trade Desk identity overhaul and dentsu's leadership reset in the week's most consequential ad industry moves.
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Amazon's 3.5% fuel surcharge is coming - and sellers are furious
Amazon today announced a 3.5% fuel and logistics surcharge on FBA, MCF, and Buy with Prime fees starting April 17, 2026, adding $0.17 per unit on average.
