https://www.patrickthoffman.com/research/tools/retail-intel-hub/2026-10-12T14:56:28.075572+00:00https://www.patrickthoffman.com/research/tools/retail-intel-hub/log/2026-10-12.html2026-10-12T12:00:00Z

Retail media's center of gravity is splitting in two directions at once. In the UK, Tesco used its Media Upfront to put influencer-led video across 3,800 in-store screens, mostly in Express short-trip stores, paired with Intelligent Store Orchestration that personalizes by store, time, stock and weather, citing a 47% new-buyer uplift in a Costa trial, and a new self-serve Ad Manager built with Kevel using Clubcard data for AI planning, targeting and measurement. That is creator + store + self-se

https://www.patrickthoffman.com/research/tools/retail-intel-hub/log/2026-10-05.html2026-10-05T12:00:00Z

This inaugural briefing has a single but high-weight signal: TikTok is opening its TikTok Ad Network, formerly Pangle, to U.S. advertisers after limited testing. The network spans nearly 400,000 apps globally across TikTok owned apps and third-party inventory, a scale play announced at Advertising Week New York. Through a retail-media lens, this is a direct offsite audience-extension move. With CTV/offsite flagged as a core theme, TikTok is positioning beyond its owned feed to capture performan

https://www.patrickthoffman.com/research/tools/retail-intel-hub/log/2026-09-28.html2026-09-28T12:00:00Z

Retail media's center of gravity shifted this week from growth story to scale reality. Media Partners Asia pegs APAC ads at $276.1 billion in 2026 with retail media at $75.5 billion - already 2X linear TV and 1.5X online video, heading to $110 billion by 2031 and the largest medium ex-China by 2028-29. Growth is not coming from US grocery: it is India quick commerce and Southeast Asia Shopee and TikTok Shop expansion. At the same time the definition of retail media broke: McDonald's launched the