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AUGUST 10, 2026 |
AI platforms could drive up to 13.7% of US retail ecommerce sales in 2029, per EMARKETER’s forecast under an accelerated-adoption scenario.
Download our new report, made possible by StackAdapt, to look at where that leaves the shopper’s journey, from the scale of AI shoppers and where AI plays the biggest role to which agent capabilities appeal most and what could drive AI usage most. |
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In this edition: |
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TOP STORY |
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Media companies, tech giants, and retailers could face dramatic shifts if sports viewership declines, Meta loses billions in youth safety lawsuits, or AI transforms every product placement into personalized ad inventory. |
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Sports rights spending is on track to hit about $70 billion a year by 2030, and every dollar of it comes out of something else. "The amount that media companies are paying for sports rights continues to climb. It's gonna be about $70 billion a year by 2030, and it's taking away from what they do otherwise," said our analyst Ross Benes on a recent episode of "Behind the Numbers." Three scenarios below look unlikely today. Each would rewrite how these businesses operate. |
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IN THE NEWS |
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Nielsen will acquire DoubleVerify to pair measurement with ad verification. Audience measurement leader Nielsen will acquire media effectiveness company DoubleVerify in an all-cash transaction valued around $2.15 billion, Nielsen announced on Thursday. |
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ChatGPT ad carousels could expand inventory, but advertiser control is limited. After a relatively cautious first few months of monetization, OpenAI appears to be entering an experimentation phase for ChatGPT’s nascent ad business. |
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Social platforms shape GLP-1 discovery for Gen Z and millennials. Social media is becoming a key discovery channel for GLP-1 information, particularly for younger consumers. |
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EMARKETER EVENTS |
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Featured Event | On-Demand |
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Streaming TV’s Untapped Opportunity: Brand-Safe News |
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EMARKETER's Chris Wood, Wurl's Dave Bernath, and Ad Fontes Media's Vanessa Otero discuss why news is one of the most undervalued advertising environments for driving engagement, and how advances in targeting are helping brands reach the right audiences in brand-safe environments. |
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Featured Event | September 15 | City Winery NYC |
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The Future of Digital |
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Join us Sept. 15 at City Winery NYC for The Future of Digital. You’ll hear from EMARKETER analysts and leaders from JPMorgan Chase, Colgate-Palmolive, SharkNinja, LG Electronics, and more, and be in the best spot in New York to make your next great industry connection. Early bird tickets still available. |
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ANALYSIS |
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Amazon Prime Day 2026 generated record-breaking sales, but the real story lies beneath the headlines: behaviors that signal what retailers should expect heading into the holiday season. |
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Despite discounts largely matching 2025 levels, only 59% of shoppers said they were satisfied with deals, down from 68% last year, per Numerator data. |
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PODCAST |
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We discuss three questions surrounding Meta right now: Will the company create the next big social network, will people really watch Instagram on TV, and what AI agent will Meta release after rolling out its shopping agent? “Behind the Numbers” is made possible by Awin. | | |
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