Demand ExpansionThe endorsement from Google and Microsoft should expand direct and indirect demand for Criteo’s retail media in terms of volume and standardization.
Market PositionCriteo's launch of Programmatic Display for Retail is a catalyst to divert retail media dollars away from Amazon and Walmart, with Costco, Shipt, and Albertsons among the first adopters.
PartnershipsGoogle signed its first onsite retail media partnership with Criteo, enabling its advertisers to buy sponsored product and search placements on Criteo-powered retailer sites directly through Google SA360.