← All investment areasPillar 04

Retail Media and Advertising

The monetization layer on retailer first-party data — media networks, ad-tech, measurement.

What this pillar covers

The monetization layer on top of retailer first-party data. On-site and off-site retail media networks, ad-tech for retailers, closed-loop measurement, loyalty-and-offer personalization. How retailers turn shopper data into ad-revenue plus richer engagement.

Where we look

The kinds of companies and infrastructure CEP focuses on here include:

  • On-site and off-site retail media networks
  • Ad-tech and monetization platforms for retailers
  • Closed-loop measurement and attribution
  • Loyalty, offer, and personalization infrastructure
  • First-party-data activation for commerce
Consumer 2050 lens

Retailers are discovering their shopper data is a media asset. The monetization layer turns first-party data into ad revenue and richer customer engagement.