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Verified market signals· Filtered by "Retail Media"
CommerceIQ has announced a new integration with Chewy Ads, bringing AI-powered retail media management to the platform. This is a new product capability and partnership announcement.
AI assistants are emerging as new gatekeepers between brands and consumers, with product recommendations influenced by the assistant used. Jellyfish's analysis found Alexa for Shopping recommends nearly all toys from Amazon's own store, while ChatGPT and Google's AI Mode recommend more diverse retailers. Microsoft's Copilot cites retailers most often, according to Tinuiti, with the top 100 retailers comprising 34% of citations. Marketers are responding: Dentsu Creative's survey shows 59% of CMOs optimize for AI-enabled search. Adobe reports AI-referred shoppers generate 53% more revenue per visit, a reversal from a year earlier when non-AI visits were worth more. HUMAN Security highlights Meta's Muse as a rapidly growing AI agent for shopping, accounting for 72% of daily AI-agent requests and showing high checkout intent.
DoorDash has added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail marketplace, expanding beyond restaurant delivery. The company also launched Dasher Returns, a service that coordinates pickups for product returns. On the technology side, DoorDash announced Text DoorDash, an expansion of its Ask DoorDash in-app assistant, allowing customers to place orders via text messaging. These moves follow a milestone partnership with Costco and the expansion of its SNAP/EBT program with seven new grocers. DoorDash aims to build a 'mall in your pocket' by reducing friction in online shopping, leveraging AI and agentic assistants to improve discovery and conversion. The company reports over 4.5 million users have added SNAP cards, and 75,000 stores accept the benefit. The focus is on serving routine shopping habits and providing value through savings and convenience.
McDonald's is building its own commerce media network, confirmed at its 2026 Investor Day. A pilot is running in 450 company-owned US restaurants since August. The network leverages the company's massive reach (70 million daily guests, 46,000 restaurants), growing loyalty program (~220 million active members), and digital touchpoints like the app, self-order kiosks, digital menu boards, and drive-thru systems. Advertisers can reach consumers close to the point of purchase, with potential for closed-loop measurement linking ads to actual orders. The company is also standardizing its global tech platform (GMA One) to facilitate international rollout. While high margins are expected, revenue sharing with franchisees and protecting customer experience remain key challenges. The long-term goal is a billion-dollar business.
OpenAI announced an expanded partnership with Albertsons Companies to integrate AI into the retailer's operations and customer experience. This includes deploying ChatGPT Enterprise internally, building custom AI-powered shopping experiences using the OpenAI API, and introducing a new Safeway plugin in ChatGPT that allows shoppers to plan meals, build carts, and check out within the chat interface. The partnership aims to improve operational efficiency, provide data-driven recommendations, and enhance customer convenience. Albertsons plans to expand the Safeway experience to other grocery brands like Albertsons, Vons, and Jewel-Osco. The initiative is supported by insights from dunnhumby's Consumer Trends Tracker, indicating growing shopper openness to AI for grocery purchases. The collaboration seeks to streamline retail workflows, enhance decision-making, and deliver personalized assistance at scale.
Best Buy will launch on TikTok Shop in late October, offering nearly 10,000 products from brands like Microsoft, Dyson, Bose, and Oura. Customers can purchase directly within the app, with orders fulfilled by Best Buy and returns accepted in stores. The retailer's content creators and advertisers can use shoppable content and affiliate links to track engagement and sales. This move is part of Best Buy's transformation into a retail media and technology company, leveraging social commerce to reach consumers at the point of discovery and gather data. The launch follows similar moves by Ulta Beauty and Sephora, and comes as TikTok Shop's sales are projected to exceed $20 billion this year and $30 billion by 2028.
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