← All investment areasPillar 04

Retail Media and Marketing

Retail media built on retailer first-party data — AI-bought and agent-traded advertising, in-store and omni-store media, shoppable video and CTV, creator campaigns, and closed-loop measurement.

What this pillar covers

Retail media built on retailer first-party data. On-site, off-site, omni-store and in-store media; shoppable video and connected TV; 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
Shoppable video and connected-TV advertising
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. Retail media turns that data into ad revenue and richer customer engagement.

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Other Pillars

Our other investment areas.

Shopping Experiences

Where shoppers find and buy — AI shopping assistants and agentic checkout, social and live commerce, virtual try-on and connected stores, and the commerce platforms, payments and loyalty that tie them together.

Merchandising and Store Operations

The operating layer of the store — where merchant judgment meets shelf execution: inventory and merchandising intelligence, autonomous checkout, smart shelves, in-store robotics and staff allocation.

Supply Chain and Fulfillment

Moving goods from supplier to shopper — warehouse robotics, last-mile delivery, AI planning and replenishment, store-based fulfillment automation, cold chain, freight and cross-border trade software, and returns and circular logistics.

Culinary and Foodservice

Technology for restaurant and foodservice operators — ordering and point of sale, kitchen automation and robotics, connected kitchen equipment, back-of-house software, guest-facing AI, and menu and nutrition tools, in restaurants and in grocery and convenience stores.

Retail Health Tech

Technology that runs health at retail: pharmacy automation and digital fulfillment, virtual care, at-home diagnostics and wearables, and the software that routes shoppers to care and back to the pharmacy.