← All investment areasPillar 04

Retail Media and Marketing

The monetization layer on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, creator campaigns, and closed-loop measurement.

What this pillar covers

The monetization layer on top of retailer first-party data. On-site, off-site, omni-store and in-store media; advertising bought by AI and traded between agents; creator- and influencer-driven retail campaigns; and the closed-loop measurement that shows which spend works. How retailers turn shopper data into advertising revenue and 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
  • Creator- and influencer-driven retail campaigns
  • Smart omni-store and in-store digital display advertising
  • 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.